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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 37,186 | $7.21M | 0.89% | −377−1.0% | Reduced |
| SEI Investments Co | 37,326 | $7.24M | 0.01% | +5,245+16.3% | Added |
| Running Oak Capital LLC | 39,171 | $7.60M | 1.95% | −539−1.4% | Reduced |
| California State Teachers Retirement System | 40,315 | $7.82M | 0.01% | −4,207−9.4% | Reduced |
| State of Tennessee, Treasury Department | 41,577 | $8.07M | 0.03% | +20,100+93.6% | Added |
| First Trust Advisors LP | 43,002 | $8.34M | 0.01% | +43,002 | New |
| EULAV Asset Management | 44,400 | $8.61M | 0.31% | +17,200+63.2% | Added |
| Retirement Systems of Alabama | 44,659 | $8.66M | 0.04% | −2,024−4.3% | Reduced |
| Regions Financial Corp | 46,491 | $9.02M | 0.08% | −2,741−5.6% | Reduced |
| Alliancebernstein L.P. | 48,056 | $9.32M | 0.00% | −13,571−22.0% | Reduced |
| Parkwood LLC | 48,466 | $9.40M | 1.71% | −2,872−5.6% | Reduced |
| Mutual of America Capital Management LLC | 48,722 | $9.45M | 0.12% | −6,807−12.3% | Reduced |
| Bessemer Group Inc | 50,419 | $9.78M | 0.02% | +1,251+2.5% | Added |
| Robeco Institutional Asset Management B.V. | 50,445 | $9.79M | 0.03% | +39,905+378.6% | Added |
| American International Group, Inc. | 50,606 | $9.82M | 0.06% | −4,262−7.8% | Reduced |
| Franklin Resources Inc | 51,147 | $9.92M | 0.01% | +13,253+35.0% | Added |
| Logan Capital Management Inc | 51,720 | $10.0M | 0.51% | −948−1.8% | Reduced |
| Envestnet Asset Management Inc | 61,535 | $11.9M | 0.01% | +20,137+48.6% | Added |
| Ameriprise Financial Inc | 64,455 | $12.5M | 0.00% | +2,591+4.2% | Added |
| Stifel Financial Corp | 65,361 | $12.7M | 0.02% | −667−1.0% | Reduced |
| Credit Suisse AG | 66,567 | $12.9M | 0.01% | −1,255−1.9% | Reduced |
| American Century Companies Inc | 68,243 | $13.2M | 0.01% | +6,274+10.1% | Added |
| UBS Asset Management Americas Inc | 72,698 | $14.1M | 0.01% | +55+0.1% | Added |
| Boston Private Wealth LLC | 74,486 | $14.5M | 0.32% | −7,821−9.5% | Reduced |
| Legal & General Group Plc | 76,939 | $14.9M | 0.01% | −2,782−3.5% | Reduced |
| Swiss National Bank | 79,700 | $15.5M | 0.01% | +200+0.3% | Added |
| Prospector Partners LLC | 83,965 | $16.3M | 2.28% | +200+0.2% | Added |
| Macquarie Group Ltd | 84,305 | $16.4M | 0.02% | −27,246−24.4% | Reduced |
| Los Angeles Capital Management LLC | 84,938 | $16.5M | 0.07% | +25,981+44.1% | Added |
| JPMorgan Chase & Co | 86,653 | $16.8M | 0.00% | −5,513−6.0% | Reduced |
| California Public Employees Retirement System | 89,586 | $17.4M | 0.01% | −1,426−1.6% | Reduced |
| WCM Investment Management, LLC | 94,383 | $18.4M | 0.05% | +2,076+2.2% | Added |
| Leeward Investments, LLC - MA | 105,601 | $20.5M | 1.05% | −19,804−15.8% | Reduced |
| Goldman Sachs Group Inc | 107,246 | $20.8M | 0.01% | +6,612+6.6% | Added |
| Schroder Investment Management Group | 109,251 | $21.2M | 0.03% | −2,884−2.6% | Reduced |
| Natixis Advisors, L.P. | 115,839 | $22.5M | 0.07% | +303+0.3% | Added |
| Rhumbline Advisers | 116,943 | $22.7M | 0.03% | −698−0.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 118,603 | $23.0M | 0.13% | +55,076+86.7% | Added |
| Raymond James & Associates | 119,124 | $23.1M | 0.02% | −716−0.6% | Reduced |
| Philo Smith Capital Corp | 132,700 | $25.7M | 8.83% | −20,000−13.1% | Reduced |
| Academy Capital Management Inc | 141,576 | $27.5M | 5.82% | −251−0.2% | Reduced |
| Royal London Asset Management Ltd | 194,950 | $37.8M | 0.12% | −55,034−22.0% | Reduced |
| Morgan Stanley | 208,662 | $40.5M | 0.00% | +3,523+1.7% | Added |
| Principal Financial Group Inc | 212,458 | $41.2M | 0.03% | −29,273−12.1% | Reduced |
| Westfield Capital Management Co LP | 219,886 | $42.7M | 0.29% | −15,282−6.5% | Reduced |
| Nuveen Asset Management, LLC | 263,200 | $51.1M | 0.02% | −11,360−4.1% | Reduced |
| Northern Trust Corp | 276,673 | $53.7M | 0.01% | −7,147−2.5% | Reduced |
| Price T Rowe Associates Inc | 288,293 | $55.9M | 0.01% | +8,594+3.1% | Added |
| Quantum Capital Management, LLC | 290,744 | $56.4M | 7.47% | −4,348−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 332,340 | $64.5M | 0.02% | +3,066+0.9% | Added |
| Norges Bank | 338,257 | $65.6M | 0.01% | −27,773−7.6% | Reduced |
| Victory Capital Management Inc | 388,191 | $75.3M | 0.09% | −247,840−39.0% | Reduced |
| Bank of New York Mellon Corp | 412,703 | $80.1M | 0.02% | −18,864−4.4% | Reduced |
| Wells Fargo & Company | 425,714 | $82.6M | 0.03% | −60,953−12.5% | Reduced |
| Invesco Ltd. | 449,459 | $87.2M | 0.02% | +236,051+110.6% | Added |
| Agf Management Ltd | 563,210 | $109.3M | 0.78% | −9,111−1.6% | Reduced |
| Fiduciary Management Inc | 569,111 | $110.4M | 1.12% | −92,778−14.0% | Reduced |
| Geode Capital Management, LLC | 605,164 | $117.4M | 0.01% | +11,100+1.9% | Added |
| Lyrical Asset Management LP | 653,860 | $126.9M | 2.40% | −10,803−1.6% | Reduced |
| Dimensional Fund Advisors LP | 687,578 | $133.4M | 0.04% | −60,085−8.0% | Reduced |
| State Street Corp | 1,067,820 | $207.2M | 0.01% | +8,300+0.8% | Added |
| Burgundy Asset Management Ltd. | 1,213,799 | $235.5M | 2.89% | −69,979−5.5% | Reduced |
| Bamco Inc | 1,925,651 | $373.6M | 1.09% | −21,044−1.1% | Reduced |
| Brave Warrior Advisors, LLC | 2,116,006 | $410.5M | 10.25% | −28,008−1.3% | Reduced |
| FMR LLC | 3,215,417 | $623.8M | 0.05% | −66,381−2.0% | Reduced |
| BlackRock Inc. | 3,228,063 | $626.3M | 0.02% | −16,286−0.5% | Reduced |
| Vanguard Group Inc | 3,748,057 | $727.2M | 0.02% | −87,378−2.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,759,311 | $729.3M | 2.08% | −34,437−0.9% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −19,310−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −11,083−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,457−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −6,096−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −5,637−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −4,277−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −4,004−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −3,590−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,046−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −1,703−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,647−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,539−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,467−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,162−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −741−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −461−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −198−100.0% | Sold out |