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, Q3 2023
Institutional positions in Primerica, Inc. as of Sep 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
- 368
- +10 vs. Q2 2023
- Shares held
- 32.4M
- −5.21M (−13.9%) vs. Q2 2023
- Total value
- $6.29B
- −$220.4M (−3.4%) vs. Q2 2023
- New holders
- 42
- 109 more added
- Sold out
- 32
- 141 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 3,759,311 | $729.3M | 2.08% | −34,437−0.9% | Reduced |
| Vanguard Group Inc | 3,748,057 | $727.2M | 0.02% | −87,378−2.3% | Reduced |
| BlackRock Inc. | 3,228,063 | $626.3M | 0.02% | −16,286−0.5% | Reduced |
| FMR LLC | 3,215,417 | $623.8M | 0.05% | −66,381−2.0% | Reduced |
| Brave Warrior Advisors, LLC | 2,116,006 | $410.5M | 10.25% | −28,008−1.3% | Reduced |
| Bamco Inc | 1,925,651 | $373.6M | 1.09% | −21,044−1.1% | Reduced |
| Burgundy Asset Management Ltd. | 1,213,799 | $235.5M | 2.89% | −69,979−5.5% | Reduced |
| State Street Corp | 1,067,820 | $207.2M | 0.01% | +8,300+0.8% | Added |
| Dimensional Fund Advisors LP | 687,578 | $133.4M | 0.04% | −60,085−8.0% | Reduced |
| Lyrical Asset Management LP | 653,860 | $126.9M | 2.40% | −10,803−1.6% | Reduced |
| Geode Capital Management, LLC | 605,164 | $117.4M | 0.01% | +11,100+1.9% | Added |
| Fiduciary Management Inc | 569,111 | $110.4M | 1.12% | −92,778−14.0% | Reduced |
| Agf Management Ltd | 563,210 | $109.3M | 0.78% | −9,111−1.6% | Reduced |
| Invesco Ltd. | 449,459 | $87.2M | 0.02% | +236,051+110.6% | Added |
| Wells Fargo & Company | 425,714 | $82.6M | 0.03% | −60,953−12.5% | Reduced |
| Bank of New York Mellon Corp | 412,703 | $80.1M | 0.02% | −18,864−4.4% | Reduced |
| Victory Capital Management Inc | 388,191 | $75.3M | 0.09% | −247,840−39.0% | Reduced |
| Norges Bank | 338,257 | $65.6M | 0.01% | −27,773−7.6% | Reduced |
| Charles Schwab Investment Management Inc | 332,340 | $64.5M | 0.02% | +3,066+0.9% | Added |
| Quantum Capital Management, LLC | 290,744 | $56.4M | 7.47% | −4,348−1.5% | Reduced |
| Price T Rowe Associates Inc | 288,293 | $55.9M | 0.01% | +8,594+3.1% | Added |
| Northern Trust Corp | 276,673 | $53.7M | 0.01% | −7,147−2.5% | Reduced |
| Nuveen Asset Management, LLC | 263,200 | $51.1M | 0.02% | −11,360−4.1% | Reduced |
| Westfield Capital Management Co LP | 219,886 | $42.7M | 0.29% | −15,282−6.5% | Reduced |
| Principal Financial Group Inc | 212,458 | $41.2M | 0.03% | −29,273−12.1% | Reduced |
| Morgan Stanley | 208,662 | $40.5M | 0.00% | +3,523+1.7% | Added |
| Royal London Asset Management Ltd | 194,950 | $37.8M | 0.12% | −55,034−22.0% | Reduced |
| Academy Capital Management Inc | 141,576 | $27.5M | 5.82% | −251−0.2% | Reduced |
| Philo Smith Capital Corp | 132,700 | $25.7M | 8.83% | −20,000−13.1% | Reduced |
| Raymond James & Associates | 119,124 | $23.1M | 0.02% | −716−0.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 118,603 | $23.0M | 0.13% | +55,076+86.7% | Added |
| Rhumbline Advisers | 116,943 | $22.7M | 0.03% | −698−0.6% | Reduced |
| Natixis Advisors, L.P. | 115,839 | $22.5M | 0.07% | +303+0.3% | Added |
| Schroder Investment Management Group | 109,251 | $21.2M | 0.03% | −2,884−2.6% | Reduced |
| Goldman Sachs Group Inc | 107,246 | $20.8M | 0.01% | +6,612+6.6% | Added |
| Leeward Investments, LLC - MA | 105,601 | $20.5M | 1.05% | −19,804−15.8% | Reduced |
| WCM Investment Management, LLC | 94,383 | $18.4M | 0.05% | +2,076+2.2% | Added |
| California Public Employees Retirement System | 89,586 | $17.4M | 0.01% | −1,426−1.6% | Reduced |
| JPMorgan Chase & Co | 86,653 | $16.8M | 0.00% | −5,513−6.0% | Reduced |
| Los Angeles Capital Management LLC | 84,938 | $16.5M | 0.07% | +25,981+44.1% | Added |
| Macquarie Group Ltd | 84,305 | $16.4M | 0.02% | −27,246−24.4% | Reduced |
| Prospector Partners LLC | 83,965 | $16.3M | 2.28% | +200+0.2% | Added |
| Swiss National Bank | 79,700 | $15.5M | 0.01% | +200+0.3% | Added |
| Legal & General Group Plc | 76,939 | $14.9M | 0.01% | −2,782−3.5% | Reduced |
| Boston Private Wealth LLC | 74,486 | $14.5M | 0.32% | −7,821−9.5% | Reduced |
| UBS Asset Management Americas Inc | 72,698 | $14.1M | 0.01% | +55+0.1% | Added |
| American Century Companies Inc | 68,243 | $13.2M | 0.01% | +6,274+10.1% | Added |
| Credit Suisse AG | 66,567 | $12.9M | 0.01% | −1,255−1.9% | Reduced |
| Stifel Financial Corp | 65,361 | $12.7M | 0.02% | −667−1.0% | Reduced |
| Ameriprise Financial Inc | 64,455 | $12.5M | 0.00% | +2,591+4.2% | Added |
| Envestnet Asset Management Inc | 61,535 | $11.9M | 0.01% | +20,137+48.6% | Added |
| Logan Capital Management Inc | 51,720 | $10.0M | 0.51% | −948−1.8% | Reduced |
| Franklin Resources Inc | 51,147 | $9.92M | 0.01% | +13,253+35.0% | Added |
| American International Group, Inc. | 50,606 | $9.82M | 0.06% | −4,262−7.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 50,445 | $9.79M | 0.03% | +39,905+378.6% | Added |
| Bessemer Group Inc | 50,419 | $9.78M | 0.02% | +1,251+2.5% | Added |
| Mutual of America Capital Management LLC | 48,722 | $9.45M | 0.12% | −6,807−12.3% | Reduced |
| Parkwood LLC | 48,466 | $9.40M | 1.71% | −2,872−5.6% | Reduced |
| Alliancebernstein L.P. | 48,056 | $9.32M | 0.00% | −13,571−22.0% | Reduced |
| Regions Financial Corp | 46,491 | $9.02M | 0.08% | −2,741−5.6% | Reduced |
| Retirement Systems of Alabama | 44,659 | $8.66M | 0.04% | −2,024−4.3% | Reduced |
| EULAV Asset Management | 44,400 | $8.61M | 0.31% | +17,200+63.2% | Added |
| First Trust Advisors LP | 43,002 | $8.34M | 0.01% | +43,002 | New |
| State of Tennessee, Treasury Department | 41,577 | $8.07M | 0.03% | +20,100+93.6% | Added |
| California State Teachers Retirement System | 40,315 | $7.82M | 0.01% | −4,207−9.4% | Reduced |
| Running Oak Capital LLC | 39,171 | $7.60M | 1.95% | −539−1.4% | Reduced |
| SEI Investments Co | 37,326 | $7.24M | 0.01% | +5,245+16.3% | Added |
| Marks Group Wealth Management, Inc | 37,186 | $7.21M | 0.89% | −377−1.0% | Reduced |
| Man Group plc | – | $6.87M | 0.02% | – | – |
| Great Lakes Advisors, LLC | 34,064 | $6.61M | 0.06% | −24,393−41.7% | Reduced |
| Great West Life Assurance Co | 33,754 | $6.54M | 0.02% | +1,594+5.0% | Added |
| State Board of Administration of Florida Retirement System | 33,299 | $6.46M | 0.02% | −2,040−5.8% | Reduced |
| Brandywine Global Investment Management, LLC | 32,737 | $6.35M | 0.06% | +15,865+94.0% | Added |
| State of Alaska, Department of Revenue | 31,933 | $6.19M | 0.08% | −240−0.7% | Reduced |
| Alps Advisors Inc | 31,430 | $6.10M | 0.05% | +31,430 | New |
| Bridgewater Associates, LP | 31,404 | $6.09M | 0.04% | +16,003+103.9% | Added |
| New York State Common Retirement Fund | 31,167 | $6.05M | 0.01% | −5,268−14.5% | Reduced |
| Texas Permanent School Fund | 30,376 | $5.89M | 0.06% | −1,520−4.8% | Reduced |
| AXA S.A. | 30,000 | $5.82M | 0.02% | −300−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 29,489 | $5.72M | 0.00% | +2,501+9.3% | Added |
| State of Wisconsin Investment Board | 28,590 | $5.55M | 0.02% | +3,194+12.6% | Added |
| Amalgamated Bank | 28,302 | $5.49M | 0.05% | +3,067+12.2% | Added |
| Twinbeech Capital LP | 28,244 | $5.48M | 0.11% | +28,244 | New |
| Bank of Montreal | 26,582 | $5.40M | 0.00% | +1,446+5.8% | Added |
| Barclays PLC | 25,222 | $4.89M | 0.00% | −17,710−41.3% | Reduced |
| Russell Investments Group, Ltd. | 25,156 | $4.88M | 0.01% | +561+2.3% | Added |
| Bank of America Corp | 23,641 | $4.59M | 0.00% | +1,226+5.5% | Added |
| First Republic Investment Management, Inc. | 22,807 | $4.42M | 0.01% | −1,349−5.6% | Reduced |
| Comerica Bank | 22,731 | $4.41M | 0.02% | −91,041−80.0% | Reduced |
| AQR Capital Management LLC | 22,123 | $4.29M | 0.01% | +8,412+61.4% | Added |
| MetLife Investment Management | 21,489 | $4.17M | 0.03% | −1,202−5.3% | Reduced |
| NewEdge Wealth, LLC | 21,421 | $4.16M | 0.13% | −363−1.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 21,421 | $4.16M | 0.30% | −263−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 21,088 | $4.09M | 0.01% | +10,235+94.3% | Added |
| Millennium Management LLC | 20,075 | $3.89M | 0.00% | +9,678+93.1% | Added |
| State of New Jersey Common Pension Fund D | 19,541 | $3.79M | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 19,384 | $3.76M | 0.01% | −1,398−6.7% | Reduced |
| Aptus Capital Advisors, LLC | 18,441 | $3.58M | 0.10% | −3,737−16.9% | Reduced |
| HighTower Advisors, LLC | 18,288 | $3.56M | 0.01% | +697+4.0% | Added |
| Truist Financial Corp | 18,033 | $3.50M | 0.01% | +397+2.3% | Added |