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, Q2 2023
Institutional positions in Primerica, Inc. as of Jun 30, 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
- 363
- +11 vs. Q1 2023
- Shares held
- 37.6M
- +4.17M (+12.5%) vs. Q1 2023
- Total value
- $6.52B
- +$784.5M (+13.7%) vs. Q1 2023
- New holders
- 50
- 105 more added
- Sold out
- 39
- 135 more reduced
Compare with Q1 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 528 | $8.30B |
| Q1 2026 | 512 | $7.44B |
| Q4 2025 | 515 | $7.73B |
| Q3 2025 | 499 | $8.31B |
| Q2 2025 | 519 | $8.33B |
| Q1 2025 | 512 | $8.74B |
| Q4 2024 | 491 | $8.26B |
| Q3 2024 | 452 | $8.19B |
| Q2 2024 | 410 | $7.49B |
| Q1 2024 | 400 | $7.97B |
| Q4 2023 | 396 | $6.51B |
| Q3 2023 | 368 | $6.29B |
| Q2 2023 | 363 | $6.52B |
| Q1 2023 | 352 | $5.73B |
| Q4 2022 | 320 | $4.74B |
| Q3 2022 | 300 | $4.20B |
| Q2 2022 | 313 | $4.10B |
| Q1 2022 | 323 | $4.76B |
| Q4 2021 | 337 | $5.44B |
| Q3 2021 | 309 | $5.47B |
| Q2 2021 | 319 | $5.46B |
| Q1 2021 | 322 | $5.27B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Comerica Bank | 113,772 | $2 | 0.00% | +113,772 | New |
| Horizon Investments, LLC | 2 | $396 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $396 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2 | $396 | 0.00% | +2 | New |
| EverSource Wealth Advisors, LLC | 3 | $593 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $593 | 0.00% | +1+50.0% | Added |
| Proequities, Inc. | 3 | $593 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 3 | $594 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 198 | $775 | 0.00% | +198 | New |
| Baker Avenue Asset Management, LP | 5 | $989 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7 | $1.00K | 0.00% | −209−96.8% | Reduced |
| First Horizon Advisors, Inc. | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 8 | $1.58K | 0.00% | +8 | New |
| Nalls Sherbakoff Group, LLC | 9 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $1.98K | 0.00% | −1−9.1% | Reduced |
| Versant Capital Management, Inc | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 12 | $2.00K | 0.00% | +12 | New |
| Atticus Wealth Management, LLC | 12 | $2.37K | 0.00% | +12 | New |
| Global Retirement Partners, LLC | 13 | $2.57K | 0.00% | +1+8.3% | Added |
| M&R Capital Management Inc | 14 | $2.77K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $2.97K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $3.00K | 0.00% | +2+13.3% | Added |
| Farmers & Merchants Investments Inc | 16 | $3.16K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 18 | $3.56K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $3.96K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $4.15K | 0.00% | −11−34.4% | Reduced |
| Parkside Financial Bank & Trust | 21 | $4.15K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $4.55K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 26 | $5.14K | 0.00% | −73−73.7% | Reduced |
| Rocky Mountain Advisers, LLC | 38 | $6.54K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 36 | $7.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $7.12K | 0.00% | −1−2.7% | Reduced |
| Acima Private Wealth, LLC | 42 | $8.31K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 46 | $9.10K | 0.01% | +46 | New |
| New England Capital Financial Advisors LLC | 50 | $9.89K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 51 | $10.1K | 0.00% | −1−1.9% | Reduced |
| WR Wealth Planners, LLC | 53 | $10.5K | 0.00% | −15−22.1% | Reduced |
| Covestor Ltd | 57 | $11.0K | 0.01% | −25−30.5% | Reduced |
| Carolinas Wealth Consulting LLC | 75 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 88 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 88 | $17.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 92 | $18.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 94 | $18.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 95 | $18.8K | 0.00% | −10−9.5% | Reduced |
| C M Bidwell & Associates Ltd | 103 | $20.4K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 105 | $20.7K | 0.00% | +1+1.0% | Added |
| West Tower Group, LLC | 105 | $20.8K | 0.01% | +105 | New |
| Massmutual Trust Co FSB | 108 | $21.4K | 0.00% | +21+24.1% | Added |
| Private Trust Co NA | 110 | $21.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 126 | $24.9K | 0.01% | +66+110.0% | Added |
| ORG Partners LLC | 126 | $25.0K | 0.00% | +126 | New |
| Arlington Partners LLC | 130 | $25.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 134 | $26.3K | 0.00% | +132+6,600.0% | Added |
| Federation des caisses Desjardins du Quebec | 147 | $29.1K | 0.00% | −12−7.5% | Reduced |
| Whittier Trust Co | 157 | $31.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 173 | $35.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 183 | $36.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 190 | $37.6K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 196 | $38.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 198 | $39.0K | 0.00% | −8−3.9% | Reduced |
| Parallel Advisors, LLC | 230 | $45.5K | 0.00% | −9−3.8% | Reduced |
| Fifth Third Bancorp | 252 | $49.8K | 0.00% | +24+10.5% | Added |
| USA Financial Portformulas Corp | 258 | $51.0K | 0.08% | +258 | New |
| Thompson Siegel & Walmsley LLC | 268 | $53.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 551 | $54.6K | 0.00% | +551 | New |
| National Bank of Canada | 278 | $55.0K | 0.00% | +17+6.5% | Added |
| City State Bank | 318 | $63.0K | 0.03% | −25−7.3% | Reduced |
| Harvest Fund Management Co., Ltd | 329 | $65.0K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 341 | $67.4K | 0.04% | +341 | New |
| Bokf, NA | 350 | $69.2K | 0.00% | −50−12.5% | Reduced |
| Compass Wealth Management LLC | 356 | $70.4K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 398 | $78.7K | 0.00% | −309−43.7% | Reduced |
| Eagle Bay Advisors LLC | 409 | $80.8K | 0.05% | −3−0.7% | Reduced |
| AXS Investments LLC | 445 | $88.0K | 0.02% | −425−48.9% | Reduced |
| First Manhattan Co | 450 | $89.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 459 | $90.8K | 0.01% | +113+32.7% | Added |
| Citadel Advisors LLC | 461 | $91.2K | 0.00% | −26,417−98.3% | Reduced |
| Signaturefd, LLC | 482 | $95.3K | 0.00% | +28+6.2% | Added |
| HM Payson & Co | 528 | $104.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 590 | $116.7K | 0.00% | +235+66.2% | Added |
| Ci Investments Inc. | 656 | $130.0K | 0.00% | +43+7.0% | Added |
| Atlas Capital Advisors LLC | 659 | $130.3K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 741 | $146.6K | 0.04% | +741 | New |
| Kapitalo Investimentos Ltda | 755 | $149.3K | 0.03% | −634−45.6% | Reduced |
| Johnson Financial Group, Inc. | 777 | $153.7K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 804 | $159.0K | 0.14% | −5−0.6% | Reduced |
| Riverview Trust Co | 825 | $163.2K | 0.15% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,018 | $201.3K | 0.00% | +1,018 | New |
| Ethic Inc. | 1,022 | $202.1K | 0.01% | +1,022 | New |
| HSBC Holdings PLC | 1,048 | $207.3K | 0.00% | +1,048 | New |
| Sugarloaf Wealth Management, LLC | 1,062 | $210.0K | 0.05% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,062 | $210.0K | 0.04% | +1,062 | New |
| Mayfair Advisory Group, LLC | 1,063 | $211.7K | 0.21% | +1,063 | New |
| TD Waterhouse Canada Inc. | 1,125 | $221.3K | 0.00% | +20+1.8% | Added |
| Profund Advisors LLC | 1,123 | $222.1K | 0.01% | −164−12.7% | Reduced |
| Essex Financial Services, Inc. | 1,139 | $225.2K | 0.03% | +1,139 | New |
| Virtu Financial LLC | 1,162 | $230.0K | 0.02% | +1,162 | New |