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 |
|---|---|---|---|---|---|
| Vaughan David Investments LLC | 1,429 | $277.0K | 0.01% | −43−2.9% | Reduced |
| HB Wealth Management, LLC | 1,440 | $279.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,454 | $282.1K | 0.00% | +186+14.7% | Added |
| PFW Advisors LLC | 1,465 | $284.2K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,465 | $284.2K | 0.01% | +1,465 | New |
| HSBC Holdings PLC | 1,476 | $286.4K | 0.00% | +428+40.8% | Added |
| Umb Bank N A | 1,514 | $293.7K | 0.00% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 1,520 | $294.8K | 0.09% | −13−0.8% | Reduced |
| Everhart Financial Group, Inc. | 1,545 | $299.7K | 0.13% | +76+5.2% | Added |
| Advisor Partners II, LLC | 1,568 | $304.2K | 0.01% | −41−2.5% | Reduced |
| CWM Advisors, LLC | 1,577 | $306.0K | 0.04% | −3,025−65.7% | Reduced |
| Beacon Pointe Advisors, LLC | 1,594 | $309.2K | 0.00% | +1,594 | New |
| Wealth Alliance | 1,598 | $310.0K | 0.05% | −106−6.2% | Reduced |
| Radnor Capital Management, LLC | 1,600 | $310.0K | 0.06% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,610 | $312.4K | 0.00% | −3,188−66.4% | Reduced |
| Riverwater Partners LLC | 1,642 | $318.6K | 0.29% | −195−10.6% | Reduced |
| Pitcairn Co | 1,690 | $327.9K | 0.03% | +356+26.7% | Added |
| Quantinno Capital Management LP | 1,692 | $328.0K | 0.01% | +332+24.4% | Added |
| Shelton Capital Management | 1,734 | $336.4K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,742 | $338.0K | 0.01% | −5−0.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,749 | $339.3K | 0.01% | −1,849−51.4% | Reduced |
| JLB & Associates Inc | 1,761 | $341.7K | 0.05% | +1,761 | New |
| Ethic Inc. | 1,771 | $343.6K | 0.01% | +749+73.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,774 | $344.1K | 0.07% | +71+4.2% | Added |
| Petrus Trust Company, LTA | 1,834 | $355.8K | 0.04% | +466+34.1% | Added |
| Advisory Alpha, LLC | 1,862 | $361.2K | 0.02% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 1,880 | $364.7K | 0.03% | −329−14.9% | Reduced |
| Susquehanna International Group, LLP | 1,906 | $369.8K | 0.00% | −3,079−61.8% | Reduced |
| Cetera Advisor Networks LLC | 1,923 | $373.1K | 0.00% | +69+3.7% | Added |
| ProShare Advisors LLC | 1,931 | $374.6K | 0.00% | −184−8.7% | Reduced |
| Two Sigma Securities, LLC | 1,957 | $379.7K | 0.02% | +517+35.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,973 | $382.8K | 0.04% | +1,973 | New |
| DekaBank Deutsche Girozentrale | 1,960 | $386.0K | 0.00% | +1,960 | New |
| Utah Retirement Systems | 2,000 | $388.0K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,000 | $388.0K | 0.10% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 2,015 | $390.9K | 0.08% | −2,124−51.3% | Reduced |
| AdvisorShares Investments LLC | 2,027 | $393.3K | 0.10% | +2,027 | New |
| JustInvest LLC | 2,099 | $407.2K | 0.01% | +415+24.6% | Added |
| Intrust Bank NA | 2,167 | $420.4K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,170 | $421.0K | 0.01% | −1,737−44.5% | Reduced |
| Squarepoint Ops LLC | 2,188 | $424.5K | 0.00% | +2,188 | New |
| Mariner, LLC | 2,213 | $429.4K | 0.00% | −34−1.5% | Reduced |
| Sendero Wealth Management, LLC | 2,219 | $430.5K | 0.09% | −606−21.5% | Reduced |
| BTC Capital Management, Inc. | 2,244 | $435.4K | 0.05% | −202−8.3% | Reduced |
| Coldstream Capital Management Inc | 2,248 | $436.1K | 0.01% | −22−1.0% | Reduced |
| Ausbil Investment Management Ltd | 2,295 | $438.6K | 0.27% | +2,295 | New |
| Panagora Asset Management Inc | 2,263 | $439.0K | 0.00% | +30+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,271 | $441.0K | 0.00% | +143+6.7% | Added |
| Commonwealth Equity Services, LLC | 2,367 | $459.0K | 0.00% | +75+3.3% | Added |
| Kestra Private Wealth Services, LLC | 2,447 | $474.7K | 0.01% | −10−0.4% | Reduced |
| Magnetar Financial LLC | 2,479 | $481.0K | 0.01% | +2,479 | New |
| Kolinsky Wealth Management, LLC | 2,504 | $485.8K | 0.48% | +28+1.1% | Added |
| CenterBook Partners LP | 2,517 | $488.3K | 0.06% | −762−23.2% | Reduced |
| SG Americas Securities, LLC | 2,527 | $490.0K | 0.01% | −1,723−40.5% | Reduced |
| Summit Trail Advisors, LLC | 2,526 | $490.1K | 0.02% | +4+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,535 | $491.7K | 0.00% | +2,535 | New |
| MQS Management LLC | 2,598 | $504.0K | 0.31% | +2,598 | New |
| Westpac Banking Corp | 2,600 | $504.4K | 0.04% | +2,600 | New |
| National Asset Management, Inc. | 2,648 | $513.7K | 0.01% | +490+22.7% | Added |
| Algert Global LLC | 2,699 | $523.6K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 2,771 | $537.6K | 0.01% | −77−2.7% | Reduced |
| Captrust Financial Advisors | 2,807 | $544.6K | 0.00% | +75+2.7% | Added |
| Cavalier Investments, LLC | 2,846 | $552.2K | 0.22% | +105+3.8% | Added |
| Maryland State Retirement & Pension System | 2,899 | $562.4K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 2,919 | $566.3K | 0.00% | −3,484−54.4% | Reduced |
| M&T Bank Corp | 2,928 | $568.1K | 0.00% | −67−2.2% | Reduced |
| Securian Asset Management, Inc | 3,029 | $587.7K | 0.02% | −198−6.1% | Reduced |
| Crossmark Global Holdings, Inc. | 2,972 | $595.0K | 0.01% | −88−2.9% | Reduced |
| Connable Office Inc | 3,100 | $601.4K | 0.08% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,128 | $606.9K | 0.18% | −1,096−25.9% | Reduced |
| EP Wealth Advisors, LLC | 3,154 | $611.9K | 0.01% | −4,546,846−99.9% | Reduced |
| Lazard Asset Management LLC | 3,188 | $618.0K | 0.00% | +1,359+74.3% | Added |
| Becker Capital Management Inc | 3,300 | $640.2K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,327 | $645.0K | 0.07% | +3,327 | New |
| Dana Investment Advisors, Inc. | 3,398 | $659.2K | 0.03% | −219−6.1% | Reduced |
| Oppenheimer Asset Management Inc. | 3,529 | $684.7K | 0.01% | −283−7.4% | Reduced |
| Erste Asset Management GmbH | 3,500 | $688.6K | 0.01% | +800+29.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,744 | $726.3K | 0.00% | +59+1.6% | Added |
| FORA Capital, LLC | 3,747 | $727.0K | 0.06% | +3,747 | New |
| Deutsche Bank AG | 3,768 | $731.0K | 0.00% | −1,214−24.4% | Reduced |
| New York Life Investment Management LLC | 3,844 | $745.8K | 0.01% | +2,015+110.2% | Added |
| Intech Investment Management LLC | 3,869 | $750.6K | 0.01% | −1,504−28.0% | Reduced |
| Occudo Quantitative Strategies LP | 3,980 | $772.2K | 0.10% | +3,980 | New |
| ELCO Management Co., LLC | 4,000 | $776.0K | 0.56% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 4,082 | $791.9K | 0.14% | −17−0.4% | Reduced |
| Wesbanco Bank Inc | 4,305 | $835.2K | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,312 | $836.6K | 0.00% | +4,312 | New |
| BNP Paribas Arbitrage, SA | 4,325 | $839.1K | 0.00% | −911−17.4% | Reduced |
| US Bancorp | 4,347 | $843.5K | 0.00% | +120+2.8% | Added |
| Creative Planning | 4,349 | $843.7K | 0.00% | +60+1.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,430 | $859.5K | 0.00% | +984+28.6% | Added |
| Qube Research & Technologies Ltd | 4,434 | $860.2K | 0.00% | +4,434 | New |
| Shell Asset Management Co | 4,491 | $871.0K | 0.04% | −78−1.7% | Reduced |
| Pacer Advisors, Inc. | 4,664 | $904.9K | 0.00% | −1,736−27.1% | Reduced |
| Quantum Private Wealth, LLC | 4,690 | $909.9K | 0.44% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,713 | $914.4K | 0.01% | −320−6.4% | Reduced |
| Orion Portfolio Solutions, LLC | 4,713 | $914.4K | 0.01% | −320−6.4% | Reduced |
| Dixon Fnancial Services, Inc. | 4,857 | $942.3K | 0.64% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 4,922 | $954.9K | 0.00% | +1,041+26.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,928 | $956.1K | 0.06% | 00.0% | Unchanged |