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 |
|---|---|---|---|---|---|
| CWM, LLC | 198 | $39.0K | 0.00% | −8−3.9% | Reduced |
| Pinebridge Investments, L.P. | 196 | $38.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 190 | $37.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 183 | $36.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 173 | $35.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 157 | $31.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 147 | $29.1K | 0.00% | −12−7.5% | Reduced |
| Huntington National Bank | 134 | $26.3K | 0.00% | +132+6,600.0% | Added |
| Arlington Partners LLC | 130 | $25.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 126 | $25.0K | 0.00% | +126 | New |
| Raleigh Capital Management Inc. | 126 | $24.9K | 0.01% | +66+110.0% | Added |
| Private Trust Co NA | 110 | $21.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 108 | $21.4K | 0.00% | +21+24.1% | Added |
| West Tower Group, LLC | 105 | $20.8K | 0.01% | +105 | New |
| Sound Income Strategies, LLC | 105 | $20.7K | 0.00% | +1+1.0% | Added |
| C M Bidwell & Associates Ltd | 103 | $20.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 95 | $18.8K | 0.00% | −10−9.5% | Reduced |
| Larson Financial Group LLC | 94 | $18.6K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 92 | $18.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 88 | $17.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 88 | $17.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 75 | $14.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 57 | $11.0K | 0.01% | −25−30.5% | Reduced |
| WR Wealth Planners, LLC | 53 | $10.5K | 0.00% | −15−22.1% | Reduced |
| Lindbrook Capital, LLC | 51 | $10.1K | 0.00% | −1−1.9% | Reduced |
| New England Capital Financial Advisors LLC | 50 | $9.89K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 46 | $9.10K | 0.01% | +46 | New |
| Acima Private Wealth, LLC | 42 | $8.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $7.12K | 0.00% | −1−2.7% | Reduced |
| Institutional & Family Asset Management, LLC | 36 | $7.12K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $6.54K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 26 | $5.14K | 0.00% | −73−73.7% | Reduced |
| Bogart Wealth, LLC | 23 | $4.55K | 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 |
| Allworth Financial LP | 20 | $3.96K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 18 | $3.56K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $3.16K | 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 |
| SJS Investment Consulting Inc. | 15 | $2.97K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 14 | $2.77K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 13 | $2.57K | 0.00% | +1+8.3% | Added |
| Atticus Wealth Management, LLC | 12 | $2.37K | 0.00% | +12 | New |
| Loomis Sayles & Co L P | 12 | $2.00K | 0.00% | +12 | New |
| Disciplined Investments, LLC | 10 | $1.98K | 0.00% | −1−9.1% | Reduced |
| Versant Capital Management, Inc | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 9 | $1.64K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 8 | $1.58K | 0.00% | +8 | New |
| First Horizon Advisors, Inc. | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7 | $1.00K | 0.00% | −209−96.8% | Reduced |
| Baker Avenue Asset Management, LP | 5 | $989 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 198 | $775 | 0.00% | +198 | New |
| Manchester Capital Management LLC | 3 | $594 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Comerica Bank | 113,772 | $2 | 0.00% | +113,772 | New |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −69,292−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −67,863−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −33,820−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −32,256−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −20,459−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −16,702−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −15,272−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,517−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,681−100.0% | Sold out |
| Trellus Management Company, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,629−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −2,156−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −2,085−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −1,964−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,710−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,605−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −138,592−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,463−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |