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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 2 | $388 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $396 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $402 | 0.00% | −73−97.3% | Reduced |
| EverSource Wealth Advisors, LLC | 3 | $582 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $582 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $583 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4 | $776 | 0.00% | +4 | New |
| Baker Avenue Asset Management, LP | 5 | $970 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $1.00K | 0.00% | +5+62.5% | Added |
| First Horizon Advisors, Inc. | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | −7−41.2% | Reduced |
| Loomis Sayles & Co L P | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Atticus Wealth Management, LLC | 12 | $2.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14 | $2.72K | 0.00% | −2−12.5% | Reduced |
| M&R Capital Management Inc | 14 | $2.72K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 14 | $2.72K | 0.00% | +12+600.0% | Added |
| SRS Capital Advisors, Inc. | 14 | $2.72K | 0.00% | −7−33.3% | Reduced |
| SJS Investment Consulting Inc. | 15 | $2.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 17 | $3.30K | 0.00% | +17 | New |
| Okabena Investment Services Inc | 18 | $3.49K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19 | $3.69K | 0.00% | +19 | New |
| Bogart Wealth, LLC | 23 | $4.46K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24 | $4.62K | 0.00% | +11+84.6% | Added |
| Parkside Financial Bank & Trust | 28 | $5.43K | 0.00% | +7+33.3% | Added |
| Steward Financial Group LLC | 36 | $6.00K | 0.00% | +36 | New |
| Institutional & Family Asset Management, LLC | 36 | $6.98K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $6.99K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $7.37K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 42 | $8.15K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $8.15K | 0.00% | +22+110.0% | Added |
| Ronald Blue Trust, Inc. | 44 | $9.00K | 0.00% | +37+528.6% | Added |
| New England Capital Financial Advisors LLC | 50 | $9.70K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $10.1K | 0.00% | +1+2.0% | Added |
| WR Wealth Planners, LLC | 53 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 88 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 88 | $17.1K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 88 | $17.1K | 0.02% | +88 | New |
| Webster Bank, N. A. | 92 | $17.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 94 | $18.2K | 0.00% | −14−13.0% | Reduced |
| Larson Financial Group LLC | 94 | $18.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 95 | $18.4K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 103 | $20.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 105 | $20.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 108 | $21.0K | 0.02% | +51+89.5% | Added |
| Private Trust Co NA | 110 | $21.3K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 130 | $25.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 130 | $25.2K | 0.01% | +130 | New |
| Raleigh Capital Management Inc. | 131 | $25.5K | 0.01% | +5+4.0% | Added |
| Huntington National Bank | 134 | $25.8K | 0.00% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 135 | $26.3K | 0.03% | +135 | New |
| Whittier Trust Co | 157 | $30.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 168 | $32.6K | 0.00% | +21+14.3% | Added |
| Smithfield Trust Co | 173 | $33.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 190 | $36.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 226 | $43.8K | 0.00% | +43+23.5% | Added |
| Parallel Advisors, LLC | 230 | $44.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 261 | $49.9K | 0.00% | −17−6.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 268 | $52.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 270 | $52.4K | 0.00% | +18+7.1% | Added |
| City State Bank | 318 | $62.0K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 350 | $66.9K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 356 | $69.1K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 365 | $70.8K | 0.00% | −33−8.3% | Reduced |
| Eagle Bay Advisors LLC | 405 | $78.6K | 0.04% | −4−1.0% | Reduced |
| Walleye Trading LLC | 421 | $81.7K | 0.00% | −829−66.3% | Reduced |
| Quadrant Capital Group LLC | 432 | $83.8K | 0.01% | −27−5.9% | Reduced |
| First Manhattan Co | 450 | $87.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 486 | $94.3K | 0.00% | +4+0.8% | Added |
| HM Payson & Co | 528 | $102.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 582 | $113.0K | 0.00% | +582 | New |
| IFP Advisors, Inc | 617 | $119.7K | 0.01% | +66+12.0% | Added |
| Johnson Financial Group, Inc. | 632 | $122.6K | 0.01% | −145−18.7% | Reduced |
| Atlas Capital Advisors LLC | 659 | $127.9K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 665 | $129.0K | 0.00% | +9+1.4% | Added |
| Assetmark, Inc | 674 | $130.8K | 0.00% | +84+14.2% | Added |
| United Community Bank | 804 | $156.0K | 0.08% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 803 | $156.0K | 0.03% | +474+144.1% | Added |
| Riverview Trust Co | 825 | $160.1K | 0.14% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 862 | $167.2K | 0.04% | −200−18.8% | Reduced |
| Inceptionr LLC | 1,041 | $202.0K | 0.11% | +1,041 | New |
| MAI Capital Management | 1,056 | $204.9K | 0.00% | +1,056 | New |
| Mayfair Advisory Group, LLC | 1,033 | $207.0K | 0.20% | −30−2.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,074 | $208.4K | 0.02% | −267−19.9% | Reduced |
| TD Waterhouse Canada Inc. | 1,125 | $214.9K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,140 | $221.1K | 0.03% | +1+0.1% | Added |
| Simplex Trading, LLC | 1,146 | $222.0K | 0.01% | −267−18.9% | Reduced |
| CWM, LLC | 1,175 | $228.0K | 0.00% | +977+493.4% | Added |
| Campbell & CO Investment Adviser LLC | 1,209 | $234.6K | 0.03% | +147+13.8% | Added |
| Pinebridge Investments, L.P. | 1,214 | $235.5K | 0.00% | +1,018+519.4% | Added |
| AXS Investments LLC | 1,230 | $238.6K | 0.06% | +785+176.4% | Added |
| Moneta Group Investment Advisors LLC | 1,238 | $240.2K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,269 | $246.2K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,279 | $248.2K | 0.00% | +1,279 | New |
| Nebula Research & Development LLC | 1,386 | $268.9K | 0.14% | +1,386 | New |
| Kapitalo Investimentos Ltda | 1,423 | $276.1K | 0.04% | +668+88.5% | Added |