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Primerica, Inc.

PRI
Exchange
NYSE
Industry
Life Insurance
SEC CIK
0001475922

In the last 90 days, Primerica, Inc. insiders filed 0 open-market purchases and 3 sales; 528 institutions reported holding it in 13F filings for Q2 2026, worth $8.30B in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Primerica, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
352
+35 vs. Q4 2022
Shares held
33.5M
−19.5K (−0.1%) vs. Q4 2022
Total value
$5.73B
+$1.00B (+21.2%) vs. Q4 2022
New holders
65
102 more added
Sold out
30
124 more reduced

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PRI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 352 institutions
Q1 2021: 322 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 337 institutionsQ1 2022: 323 institutionsQ2 2022: 313 institutionsQ3 2022: 300 institutionsQ4 2022: 320 institutionsQ1 2023: 352 institutionsQ2 2023: 363 institutionsQ3 2023: 368 institutionsQ4 2023: 396 institutionsQ1 2024: 400 institutionsQ2 2024: 410 institutionsQ3 2024: 452 institutionsQ4 2024: 491 institutionsQ1 2025: 512 institutionsQ2 2025: 519 institutionsQ3 2025: 499 institutionsQ4 2025: 515 institutionsQ1 2026: 512 institutionsQ2 2026: 528 institutions
Value heldQ1 2023: $5.73B
Q1 2021: $5.27BQ2 2021: $5.46BQ3 2021: $5.47BQ4 2021: $5.44BQ1 2022: $4.76BQ2 2022: $4.10BQ3 2022: $4.20BQ4 2022: $4.74BQ1 2023: $5.73BQ2 2023: $6.52BQ3 2023: $6.29BQ4 2023: $6.51BQ1 2024: $7.97BQ2 2024: $7.49BQ3 2024: $8.19BQ4 2024: $8.26BQ1 2025: $8.74BQ2 2025: $8.33BQ3 2025: $8.31BQ4 2025: $7.73BQ1 2026: $7.44BQ2 2026: $8.30B
Institutions holding PRI and their total value by quarter
QuarterHoldersValue
Q2 2026528$8.30B
Q1 2026512$7.44B
Q4 2025515$7.73B
Q3 2025499$8.31B
Q2 2025519$8.33B
Q1 2025512$8.74B
Q4 2024491$8.26B
Q3 2024452$8.19B
Q2 2024410$7.49B
Q1 2024400$7.97B
Q4 2023396$6.51B
Q3 2023368$6.29B
Q2 2023363$6.52B
Q1 2023352$5.73B
Q4 2022320$4.74B
Q3 2022300$4.20B
Q2 2022313$4.10B
Q1 2022323$4.76B
Q4 2021337$5.44B
Q3 2021309$5.47B
Q2 2021319$5.46B
Q1 2021322$5.27B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q4 2022.

Institutions holding PRI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sound Income Strategies, LLC104$18.0K0.00%00.0%Unchanged
Quent Capital, LLC105$17.9K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd103$17.7K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co99$17.1K0.00%+36+57.1%Added
Larson Financial Group LLC94$16.2K0.00%00.0%Unchanged
Webster Bank, N. A.92$15.8K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC88$15.2K0.00%00.0%Unchanged
Bartlett & Co. LLC88$15.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB87$15.0K0.00%+43+97.7%Added
Covestor Ltd82$14.0K0.01%−1−1.2%Reduced
Carolinas Wealth Consulting LLC75$12.9K0.00%00.0%Unchanged
WR Wealth Planners, LLC68$11.7K0.01%+68New
Raleigh Capital Management Inc.60$10.3K0.01%+60New
Lindbrook Capital, LLC52$8.96K0.00%+1+2.0%Added
New England Capital Financial Advisors LLC50$8.61K0.01%00.0%Unchanged
Acima Private Wealth, LLC42$7.23K0.00%+42New
Rocky Mountain Advisers, LLC38$7.00K0.00%00.0%Unchanged
Ellevest, Inc.37$6.37K0.00%+6+19.4%Added
JFS Wealth Advisors, LLC37$6.37K0.00%+7+23.3%Added
Institutional & Family Asset Management, LLC36$6.20K0.00%00.0%Unchanged
Steward Financial Group LLC36$6.00K0.00%+22+157.1%Added
SRS Capital Advisors, Inc.32$5.51K0.00%−1−3.0%Reduced
Schubert & Co31$5.34K0.00%00.0%Unchanged
Bogart Wealth, LLC23$3.96K0.00%+23New
Values First Advisors, Inc.22$3.86K0.00%+22New
Parkside Financial Bank & Trust21$3.62K0.00%−23−52.3%Reduced
Allworth Financial LP20$3.44K0.00%+9+81.8%Added
BerganKDV Wealth Management, LLC19$3.27K0.00%+19New
Okabena Investment Services Inc18$3.10K0.00%−1,009−98.2%Reduced
Financial Management Professionals, Inc.17$3.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC15$3.00K0.00%−1−6.3%Reduced
Cullen/Frost Bankers, Inc.17$2.93K0.00%+17New
Farmers & Merchants Investments Inc16$2.76K0.00%−4−20.0%Reduced
SJS Investment Consulting Inc.15$2.58K0.00%+2+15.4%Added
M&R Capital Management Inc14$2.41K0.00%00.0%Unchanged
AdvisorNet Financial, Inc13$2.24K0.00%+2+18.2%Added
International Assets Investment Management, LLC13$2.24K0.00%+13New
Global Retirement Partners, LLC12$2.15K0.00%+5+71.4%Added
Disciplined Investments, LLC11$1.90K0.00%00.0%Unchanged
Versant Capital Management, Inc10$1.72K0.00%00.0%Unchanged
Bell Investment Advisors, Inc9$1.55K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC9$1.52K0.00%+9New
First Horizon Advisors, Inc.7$1.21K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP5$8610.00%−42−89.4%Reduced
Manchester Capital Management LLC3$5170.00%00.0%Unchanged
EverSource Wealth Advisors, LLC3$5170.00%+3New
Farther Finance Advisors, LLC2$3440.00%00.0%Unchanged
Tfo-TDC, LLC2$3440.00%−1−33.3%Reduced
Horizon Investments, LLC2$3440.00%+2New
Huntington National Bank2$2110.00%00.0%Unchanged
Toronto Dominion Bank2$00.00%+2New
Summit Wealth Group, LLC32,726$00.00%+32,726New
FIL Ltd0$00.00%−199,546−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−51,928−100.0%Sold out
Aurora Investment Counsel0$00.00%−8,865−100.0%Sold out
Ergoteles LLC0$00.00%−8,749−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−7,059−100.0%Sold out
HRT Financial LP0$00.00%−6,713−100.0%Sold out
Interval Partners, LP0$00.00%−5,640−100.0%Sold out
First Trust Advisors LP0$00.00%−5,380−100.0%Sold out
Prana Capital Management, LP0$00.00%−4,654−100.0%Sold out
Trexquant Investment LP0$00.00%−4,176−100.0%Sold out
Mackenzie Financial Corp0$00.00%−3,983−100.0%Sold out
Financial & Tax Architects, LLC0$00.00%−1,969−100.0%Sold out
Holocene Advisors, LP0$00.00%−1,856−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−1,555−100.0%Sold out
X-Square Capital, LLC0$00.00%−1,451−100.0%Sold out
HBK Sorce Advisory LLC0$00.00%−1,446−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−862−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−200−100.0%Sold out
Spire Wealth Management0$00.00%−169−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−146−100.0%Sold out
IFP Advisors, Inc0$00.00%−104−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−41−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−41−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−35−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−34−100.0%Sold out
Harbour Investments, Inc.0$00.00%−24−100.0%Sold out
Whittier Trust Co of Nevada Inc0$00.00%−19−100.0%Sold out
Money Concepts Capital Corp0$00.00%−14−100.0%Sold out
Aua Capital Management, LLC0$00.00%−12−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−6−100.0%Sold out
Alaska Permanent Fund Corp––––Not filed
Comerica Bank––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed