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 |
|---|---|---|---|---|---|
| Connable Office Inc | 3,100 | $613.1K | 0.08% | 00.0% | Unchanged |
| M&T Bank Corp | 2,995 | $592.3K | 0.00% | −129−4.1% | Reduced |
| Maryland State Retirement & Pension System | 2,899 | $573.3K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 2,865 | $566.6K | 0.10% | +2,865 | New |
| D.A. Davidson & Co. | 2,848 | $563.2K | 0.01% | −175−5.8% | Reduced |
| Sendero Wealth Management, LLC | 2,825 | $558.7K | 0.12% | +441+18.5% | Added |
| Cavalier Investments, LLC | 2,741 | $542.1K | 0.20% | +2,741 | New |
| Captrust Financial Advisors | 2,732 | $540.3K | 0.00% | +32+1.2% | Added |
| Erste Asset Management GmbH | 2,700 | $535.0K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 2,699 | $533.8K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,522 | $498.8K | 0.02% | +58+2.4% | Added |
| Kolinsky Wealth Management, LLC | 2,476 | $490.6K | 0.47% | +156+6.7% | Added |
| Kestra Private Wealth Services, LLC | 2,457 | $485.9K | 0.02% | −18−0.7% | Reduced |
| BTC Capital Management, Inc. | 2,446 | $484.1K | 0.05% | +711+41.0% | Added |
| Commonwealth Equity Services, LLC | 2,292 | $453.0K | 0.00% | +11+0.5% | Added |
| Coldstream Capital Management Inc | 2,270 | $448.9K | 0.01% | +35+1.6% | Added |
| Mariner, LLC | 2,247 | $444.4K | 0.00% | +10.0% | Added |
| Panagora Asset Management Inc | 2,233 | $441.6K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 2,209 | $436.9K | 0.04% | +2,209 | New |
| Intrust Bank NA | 2,167 | $428.5K | 0.05% | −42−1.9% | Reduced |
| National Asset Management, Inc. | 2,158 | $426.7K | 0.01% | −1,838−46.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,128 | $421.0K | 0.00% | −141−6.2% | Reduced |
| ProShare Advisors LLC | 2,115 | $418.3K | 0.00% | −80−3.6% | Reduced |
| Centiva Capital, LP | 2,046 | $404.6K | 0.02% | +588+40.3% | Added |
| 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 |
| Keybank National Association | 1,910 | $377.7K | 0.00% | −310−14.0% | Reduced |
| Aquatic Capital Management LLC | 1,900 | $376.0K | 0.02% | +1,900 | New |
| Advisory Alpha, LLC | 1,862 | $368.2K | 0.02% | +1,862 | New |
| Cetera Advisor Networks LLC | 1,854 | $366.6K | 0.00% | −14−0.7% | Reduced |
| Riverwater Partners LLC | 1,837 | $363.3K | 0.32% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 1,829 | $361.7K | 0.00% | +1,829 | New |
| Lazard Asset Management LLC | 1,829 | $360.0K | 0.00% | +1,244+212.6% | Added |
| Integrated Wealth Concepts LLC | 1,747 | $345.5K | 0.01% | −76−4.2% | Reduced |
| Shelton Capital Management | 1,734 | $342.9K | 0.01% | −128−6.9% | Reduced |
| Wealth Alliance | 1,704 | $337.0K | 0.05% | −113−6.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,703 | $336.8K | 0.06% | +17+1.0% | Added |
| Meeder Advisory Services, Inc. | 1,703 | $336.8K | 0.04% | +27+1.6% | Added |
| JustInvest LLC | 1,684 | $333.0K | 0.01% | +275+19.5% | Added |
| Capstone Investment Advisors, LLC | 1,647 | $325.7K | 0.01% | +1,647 | New |
| Advisor Partners II, LLC | 1,609 | $318.2K | 0.01% | +231+16.8% | Added |
| Radnor Capital Management, LLC | 1,600 | $316.0K | 0.14% | +1,600 | New |
| PFS Investments Inc. | 1,581 | $313.0K | 0.01% | 00.0% | Unchanged |
| PFW Advisors LLC | 1,465 | $312.4K | 0.10% | +1,465 | New |
| Boothbay Fund Management, LLC | 1,539 | $304.4K | 0.01% | +1,539 | New |
| Ifrah Financial Services, Inc. | 1,533 | $303.2K | 0.09% | −20−1.3% | Reduced |
| Umb Bank N A | 1,514 | $299.4K | 0.00% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 1,472 | $291.0K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,469 | $290.5K | 0.12% | +193+15.1% | Added |
| Veritable, L.P. | 1,467 | $290.1K | 0.00% | +43+3.0% | Added |
| Two Sigma Securities, LLC | 1,440 | $284.8K | 0.02% | −452−23.9% | Reduced |
| HB Wealth Management, LLC | 1,440 | $284.7K | 0.00% | +227+18.7% | Added |
| Simplex Trading, LLC | 1,413 | $279.0K | 0.01% | +838+145.7% | Added |
| Schonfeld Strategic Advisors LLC | 1,369 | $270.7K | 0.00% | −5,731−80.7% | Reduced |
| Petrus Trust Company, LTA | 1,368 | $270.5K | 0.03% | +1,368 | New |
| Quantinno Capital Management LP | 1,360 | $269.0K | 0.02% | +1,360 | New |
| Mount Yale Investment Advisors, LLC | 1,341 | $265.2K | 0.03% | −105−7.3% | Reduced |
| Pitcairn Co | 1,334 | $263.8K | 0.02% | −155−10.4% | Reduced |
| Forum Financial Management, LP | 1,269 | $251.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,268 | $250.8K | 0.00% | −11−0.9% | Reduced |
| Walleye Trading LLC | 1,250 | $247.2K | 0.01% | +1,250 | New |
| Moneta Group Investment Advisors LLC | 1,238 | $244.8K | 0.01% | 00.0% | Unchanged |
| Summit Global Investments | 1,200 | $237.0K | 0.02% | +1,200 | New |
| Virtu Financial LLC | 1,162 | $230.0K | 0.02% | +1,162 | New |
| Essex Financial Services, Inc. | 1,139 | $225.2K | 0.03% | +1,139 | New |
| Profund Advisors LLC | 1,123 | $222.1K | 0.01% | −164−12.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,125 | $221.3K | 0.00% | +20+1.8% | Added |
| Mayfair Advisory Group, LLC | 1,063 | $211.7K | 0.21% | +1,063 | 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 |
| HSBC Holdings PLC | 1,048 | $207.3K | 0.00% | +1,048 | New |
| Ethic Inc. | 1,022 | $202.1K | 0.01% | +1,022 | New |
| CIBC Asset Management Inc | 1,018 | $201.3K | 0.00% | +1,018 | New |
| Riverview Trust Co | 825 | $163.2K | 0.15% | 00.0% | Unchanged |
| United Community Bank | 804 | $159.0K | 0.14% | −5−0.6% | Reduced |
| Johnson Financial Group, Inc. | 777 | $153.7K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 755 | $149.3K | 0.03% | −634−45.6% | Reduced |
| O'Dell Group, LLC | 741 | $146.6K | 0.04% | +741 | New |
| Atlas Capital Advisors LLC | 659 | $130.3K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 656 | $130.0K | 0.00% | +43+7.0% | Added |
| Assetmark, Inc | 590 | $116.7K | 0.00% | +235+66.2% | Added |
| HM Payson & Co | 528 | $104.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 482 | $95.3K | 0.00% | +28+6.2% | Added |
| Citadel Advisors LLC | 461 | $91.2K | 0.00% | −26,417−98.3% | Reduced |
| Quadrant Capital Group LLC | 459 | $90.8K | 0.01% | +113+32.7% | Added |
| First Manhattan Co | 450 | $89.0K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 445 | $88.0K | 0.02% | −425−48.9% | Reduced |
| Eagle Bay Advisors LLC | 409 | $80.8K | 0.05% | −3−0.7% | Reduced |
| GWM Advisors LLC | 398 | $78.7K | 0.00% | −309−43.7% | Reduced |
| Compass Wealth Management LLC | 356 | $70.4K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 350 | $69.2K | 0.00% | −50−12.5% | Reduced |
| First Capital Advisors Group, LLC. | 341 | $67.4K | 0.04% | +341 | New |
| Harvest Fund Management Co., Ltd | 329 | $65.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 318 | $63.0K | 0.03% | −25−7.3% | Reduced |
| National Bank of Canada | 278 | $55.0K | 0.00% | +17+6.5% | Added |
| IFP Advisors, Inc | 551 | $54.6K | 0.00% | +551 | New |
| Thompson Siegel & Walmsley LLC | 268 | $53.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 258 | $51.0K | 0.08% | +258 | New |
| Fifth Third Bancorp | 252 | $49.8K | 0.00% | +24+10.5% | Added |
| Parallel Advisors, LLC | 230 | $45.5K | 0.00% | −9−3.8% | Reduced |