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 |
|---|---|---|---|---|---|
| Summit Global Investments | 1,200 | $237.0K | 0.02% | +1,200 | New |
| Moneta Group Investment Advisors LLC | 1,238 | $244.8K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,250 | $247.2K | 0.01% | +1,250 | New |
| Steward Partners Investment Advisory, LLC | 1,268 | $250.8K | 0.00% | −11−0.9% | Reduced |
| Forum Financial Management, LP | 1,269 | $251.0K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 1,334 | $263.8K | 0.02% | −155−10.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,341 | $265.2K | 0.03% | −105−7.3% | Reduced |
| Quantinno Capital Management LP | 1,360 | $269.0K | 0.02% | +1,360 | New |
| Petrus Trust Company, LTA | 1,368 | $270.5K | 0.03% | +1,368 | New |
| Schonfeld Strategic Advisors LLC | 1,369 | $270.7K | 0.00% | −5,731−80.7% | Reduced |
| Simplex Trading, LLC | 1,413 | $279.0K | 0.01% | +838+145.7% | Added |
| HB Wealth Management, LLC | 1,440 | $284.7K | 0.00% | +227+18.7% | Added |
| Two Sigma Securities, LLC | 1,440 | $284.8K | 0.02% | −452−23.9% | Reduced |
| Veritable, L.P. | 1,467 | $290.1K | 0.00% | +43+3.0% | Added |
| Everhart Financial Group, Inc. | 1,469 | $290.5K | 0.12% | +193+15.1% | Added |
| Vaughan David Investments LLC | 1,472 | $291.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,514 | $299.4K | 0.00% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 1,533 | $303.2K | 0.09% | −20−1.3% | Reduced |
| Boothbay Fund Management, LLC | 1,539 | $304.4K | 0.01% | +1,539 | New |
| PFW Advisors LLC | 1,465 | $312.4K | 0.10% | +1,465 | New |
| PFS Investments Inc. | 1,581 | $313.0K | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,600 | $316.0K | 0.14% | +1,600 | New |
| Advisor Partners II, LLC | 1,609 | $318.2K | 0.01% | +231+16.8% | Added |
| Capstone Investment Advisors, LLC | 1,647 | $325.7K | 0.01% | +1,647 | New |
| JustInvest LLC | 1,684 | $333.0K | 0.01% | +275+19.5% | Added |
| Meeder Advisory Services, Inc. | 1,703 | $336.8K | 0.04% | +27+1.6% | Added |
| GPS Wealth Strategies Group, LLC | 1,703 | $336.8K | 0.06% | +17+1.0% | Added |
| Wealth Alliance | 1,704 | $337.0K | 0.05% | −113−6.2% | Reduced |
| Shelton Capital Management | 1,734 | $342.9K | 0.01% | −128−6.9% | Reduced |
| Integrated Wealth Concepts LLC | 1,747 | $345.5K | 0.01% | −76−4.2% | Reduced |
| Lazard Asset Management LLC | 1,829 | $360.0K | 0.00% | +1,244+212.6% | Added |
| New York Life Investment Management LLC | 1,829 | $361.7K | 0.00% | +1,829 | New |
| Riverwater Partners LLC | 1,837 | $363.3K | 0.32% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,854 | $366.6K | 0.00% | −14−0.7% | Reduced |
| Advisory Alpha, LLC | 1,862 | $368.2K | 0.02% | +1,862 | New |
| Aquatic Capital Management LLC | 1,900 | $376.0K | 0.02% | +1,900 | New |
| Keybank National Association | 1,910 | $377.7K | 0.00% | −310−14.0% | Reduced |
| Utah Retirement Systems | 2,000 | $395.5K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,000 | $395.5K | 0.09% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,046 | $404.6K | 0.02% | +588+40.3% | Added |
| ProShare Advisors LLC | 2,115 | $418.3K | 0.00% | −80−3.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,128 | $421.0K | 0.00% | −141−6.2% | Reduced |
| National Asset Management, Inc. | 2,158 | $426.7K | 0.01% | −1,838−46.0% | Reduced |
| Intrust Bank NA | 2,167 | $428.5K | 0.05% | −42−1.9% | Reduced |
| Cambria Investment Management, L.P. | 2,209 | $436.9K | 0.04% | +2,209 | New |
| Panagora Asset Management Inc | 2,233 | $441.6K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 2,247 | $444.4K | 0.00% | +10.0% | Added |
| Coldstream Capital Management Inc | 2,270 | $448.9K | 0.01% | +35+1.6% | Added |
| Commonwealth Equity Services, LLC | 2,292 | $453.0K | 0.00% | +11+0.5% | Added |
| BTC Capital Management, Inc. | 2,446 | $484.1K | 0.05% | +711+41.0% | Added |
| Kestra Private Wealth Services, LLC | 2,457 | $485.9K | 0.02% | −18−0.7% | Reduced |
| Kolinsky Wealth Management, LLC | 2,476 | $490.6K | 0.47% | +156+6.7% | Added |
| Summit Trail Advisors, LLC | 2,522 | $498.8K | 0.02% | +58+2.4% | Added |
| Algert Global LLC | 2,699 | $533.8K | 0.02% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 2,700 | $535.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,732 | $540.3K | 0.00% | +32+1.2% | Added |
| Cavalier Investments, LLC | 2,741 | $542.1K | 0.20% | +2,741 | New |
| Sendero Wealth Management, LLC | 2,825 | $558.7K | 0.12% | +441+18.5% | Added |
| D.A. Davidson & Co. | 2,848 | $563.2K | 0.01% | −175−5.8% | Reduced |
| Versor Investments LP | 2,865 | $566.6K | 0.10% | +2,865 | New |
| Maryland State Retirement & Pension System | 2,899 | $573.3K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 2,995 | $592.3K | 0.00% | −129−4.1% | Reduced |
| Connable Office Inc | 3,100 | $613.1K | 0.08% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,550,000 | $636.8K | 0.01% | +4,548,182+250,175.0% | Added |
| Securian Asset Management, Inc | 3,227 | $638.2K | 0.02% | −193−5.6% | Reduced |
| Crossmark Global Holdings, Inc. | 3,060 | $646.0K | 0.01% | −200−6.1% | Reduced |
| CenterBook Partners LP | 3,279 | $648.5K | 0.08% | −2,694−45.1% | Reduced |
| Becker Capital Management Inc | 3,300 | $652.6K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,446 | $681.5K | 0.00% | +1,143+49.6% | Added |
| South Dakota Investment Council | 3,590 | $710.0K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,598 | $711.5K | 0.02% | −787−17.9% | Reduced |
| Dana Investment Advisors, Inc. | 3,617 | $715.3K | 0.04% | −614−14.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,685 | $728.7K | 0.00% | +1,087+41.8% | Added |
| Man Group plc | 3,740 | $739.6K | 0.00% | – | – |
| Oppenheimer Asset Management Inc. | 3,812 | $753.9K | 0.01% | −487−11.3% | Reduced |
| Neuberger Berman Group LLC | 3,881 | $767.5K | 0.00% | +806+26.2% | Added |
| Tower Research Capital LLC (TRC) | 3,907 | $772.6K | 0.03% | +2,519+181.5% | Added |
| ELCO Management Co., LLC | 4,000 | $791.0K | 0.57% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 4,004 | $792.0K | 0.02% | +4,004 | New |
| Curated Wealth Partners LLC | 4,099 | $810.6K | 0.16% | −44−1.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 4,139 | $818.5K | 0.16% | −1,927−31.8% | Reduced |
| Oak Thistle LLC | 4,224 | $835.3K | 0.44% | +2,321+122.0% | Added |
| US Bancorp | 4,227 | $835.9K | 0.00% | −24−0.6% | Reduced |
| SG Americas Securities, LLC | 4,250 | $840.0K | 0.01% | +1,533+56.4% | Added |
| Aviva PLC | 4,277 | $845.8K | 0.00% | +4,277 | New |
| Creative Planning | 4,289 | $848.3K | 0.00% | +1,743+68.5% | Added |
| Wesbanco Bank Inc | 4,305 | $851.0K | 0.04% | −41−0.9% | Reduced |
| Pictet Asset Management SA | 4,312 | $852.7K | 0.00% | −282−6.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,405 | $871.1K | 0.01% | +1,635+59.0% | Added |
| Shell Asset Management Co | 4,569 | $904.0K | 0.04% | −26−0.6% | Reduced |
| CWM Advisors, LLC | 4,602 | $910.1K | 0.11% | −97−2.1% | Reduced |
| Van Eck Associates Corp | 4,668 | $923.0K | 0.00% | +369+8.6% | Added |
| Quantum Private Wealth, LLC | 4,690 | $927.5K | 0.43% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,798 | $948.9K | 0.00% | +1,735+56.6% | Added |
| Dixon Fnancial Services, Inc. | 4,857 | $960.5K | 0.62% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,928 | $974.6K | 0.06% | −550−10.0% | Reduced |
| Deutsche Bank AG | 4,982 | $985.2K | 0.00% | −463−8.5% | Reduced |
| Susquehanna International Group, LLP | 4,985 | $985.8K | 0.00% | +2,077+71.4% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $988.8K | 0.14% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 5,026 | $994.0K | 0.27% | +60+1.2% | Added |