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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 365 | $70.8K | 0.00% | −33−8.3% | Reduced |
| Compass Wealth Management LLC | 356 | $69.1K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 350 | $66.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 318 | $62.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 270 | $52.4K | 0.00% | +18+7.1% | Added |
| Thompson Siegel & Walmsley LLC | 268 | $52.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 261 | $49.9K | 0.00% | −17−6.1% | Reduced |
| Parallel Advisors, LLC | 230 | $44.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 226 | $43.8K | 0.00% | +43+23.5% | Added |
| Nomura Asset Management Co Ltd | 190 | $36.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 173 | $33.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 168 | $32.6K | 0.00% | +21+14.3% | Added |
| Whittier Trust Co | 157 | $30.5K | 0.00% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 135 | $26.3K | 0.03% | +135 | New |
| Huntington National Bank | 134 | $25.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 131 | $25.5K | 0.01% | +5+4.0% | Added |
| Arlington Partners LLC | 130 | $25.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 130 | $25.2K | 0.01% | +130 | New |
| Private Trust Co NA | 110 | $21.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 108 | $21.0K | 0.02% | +51+89.5% | Added |
| Sound Income Strategies, LLC | 105 | $20.4K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 103 | $20.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 95 | $18.4K | 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 |
| Webster Bank, N. A. | 92 | $17.8K | 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 |
| Bartlett & Co. LLC | 88 | $17.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 53 | $10.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $10.1K | 0.00% | +1+2.0% | Added |
| New England Capital Financial Advisors LLC | 50 | $9.70K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 44 | $9.00K | 0.00% | +37+528.6% | Added |
| Allworth Financial LP | 42 | $8.15K | 0.00% | +22+110.0% | Added |
| Acima Private Wealth, LLC | 42 | $8.15K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $7.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $6.99K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 36 | $6.98K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 36 | $6.00K | 0.00% | +36 | New |
| Parkside Financial Bank & Trust | 28 | $5.43K | 0.00% | +7+33.3% | Added |
| Global Retirement Partners, LLC | 24 | $4.62K | 0.00% | +11+84.6% | Added |
| Bogart Wealth, LLC | 23 | $4.46K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19 | $3.69K | 0.00% | +19 | New |
| Okabena Investment Services Inc | 18 | $3.49K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 17 | $3.30K | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $2.91K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14 | $2.72K | 0.00% | −7−33.3% | Reduced |
| 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 |
| Atticus Wealth Management, LLC | 12 | $2.33K | 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 |
| Versant Capital Management, Inc | 10 | $1.94K | 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 |
| First Horizon Advisors, Inc. | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $1.00K | 0.00% | +5+62.5% | Added |
| Baker Avenue Asset Management, LP | 5 | $970 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4 | $776 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 3 | $583 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3 | $582 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $582 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $402 | 0.00% | −73−97.3% | Reduced |
| Tfo-TDC, LLC | 2 | $396 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $388 | 0.00% | 00.0% | Unchanged |
| 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 |