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, Q4 2023
Institutional positions in Primerica, Inc. as of Dec 31, 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
- 396
- +35 vs. Q3 2023
- Shares held
- 31.7M
- −691.6K (−2.1%) vs. Q3 2023
- Total value
- $6.51B
- +$230.7M (+3.7%) vs. Q3 2023
- New holders
- 65
- 106 more added
- Sold out
- 30
- 155 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 2 | $412 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3 | $617 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $617 | 0.00% | +1+50.0% | Added |
| Manchester Capital Management LLC | 3 | $618 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $618 | 0.00% | +3 | New |
| Avion Wealth | 3 | $1.00K | 0.00% | −10−76.9% | Reduced |
| Farther Finance Advisors, LLC | 5 | $1.03K | 0.00% | +2+66.7% | Added |
| First Horizon Advisors, Inc. | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 8 | $1.65K | 0.00% | +8 | New |
| Bruce G. Allen Investments, LLC | 8 | $1.65K | 0.00% | +8 | New |
| Nalls Sherbakoff Group, LLC | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 10 | $2.06K | 0.00% | −4−28.6% | Reduced |
| Versant Capital Management, Inc | 10 | $2.06K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 10 | $2.06K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $2.06K | 0.00% | +10 | New |
| Frazier Financial Advisors, LLC | 13 | $2.67K | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 14 | $2.88K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 14 | $2.88K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14 | $2.88K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 16 | $2.89K | 0.00% | +16 | New |
| Capital Advisors, Ltd. LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 17 | $3.00K | 0.00% | +5+41.7% | Added |
| SJS Investment Consulting Inc. | 15 | $3.09K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 17 | $3.50K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 18 | $3.70K | 0.00% | +18 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19 | $3.91K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $4.12K | 0.00% | −8−28.6% | Reduced |
| Bogart Wealth, LLC | 23 | $4.73K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 23 | $4.73K | 0.00% | +23 | New |
| Benjamin F. Edwards & Company, Inc. | 30 | $6.00K | 0.00% | +30 | New |
| Principal Securities, Inc. | 30 | $6.17K | 0.00% | +30 | New |
| VitalStone Financial, LLC | 34 | $7.00K | 0.01% | +22+183.3% | Added |
| Institutional & Family Asset Management, LLC | 36 | $7.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $7.61K | 0.00% | +1+2.8% | Added |
| Rocky Mountain Advisers, LLC | 38 | $7.82K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 42 | $8.64K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 46 | $9.46K | 0.00% | +46 | New |
| New England Capital Financial Advisors LLC | 50 | $10.3K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $10.3K | 0.00% | +50 | New |
| Promethos Capital, LLC | 50 | $10.3K | 0.01% | +50 | New |
| Covestor Ltd | 56 | $12.0K | 0.01% | −52−48.1% | Reduced |
| Global Retirement Partners, LLC | 58 | $12.7K | 0.00% | +34+141.7% | Added |
| Allworth Financial LP | 69 | $14.2K | 0.00% | +27+64.3% | Added |
| Bartlett & Co. LLC | 88 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 92 | $18.0K | 0.00% | +48+109.1% | Added |
| LGT Financial Advisors LLC | 88 | $18.1K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 88 | $18.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 92 | $18.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 93 | $19.1K | 0.00% | −1−1.1% | Reduced |
| Larson Financial Group LLC | 94 | $19.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 95 | $19.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 99 | $20.4K | 0.00% | +47+90.4% | Added |
| Salem Investment Counselors Inc | 100 | $20.6K | 0.00% | +100 | New |
| C M Bidwell & Associates Ltd | 103 | $21.2K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 110 | $22.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 116 | $24.0K | 0.01% | −15−11.5% | Reduced |
| Contravisory Investment Management, Inc. | 119 | $24.5K | 0.01% | +119 | New |
| ORG Partners LLC | 126 | $25.9K | 0.00% | +126 | New |
| Huntington National Bank | 147 | $30.1K | 0.00% | +13+9.7% | Added |
| Whittier Trust Co | 157 | $32.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 168 | $34.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 173 | $36.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 190 | $39.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 218 | $44.9K | 0.00% | −12−5.2% | Reduced |
| Sound Income Strategies, LLC | 233 | $47.9K | 0.00% | +128+121.9% | Added |
| TD Private Client Wealth LLC | 239 | $49.2K | 0.00% | +13+5.8% | Added |
| Compass Wealth Management LLC | 256 | $52.7K | 0.01% | −100−28.1% | Reduced |
| National Bank of Canada | 261 | $54.2K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 268 | $55.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 300 | $61.7K | 0.00% | −50−14.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 303 | $62.3K | 0.00% | +303 | New |
| Fifth Third Bancorp | 308 | $63.4K | 0.00% | +38+14.1% | Added |
| City State Bank | 318 | $65.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 333 | $68.5K | 0.00% | +333 | New |
| Eagle Bay Advisors LLC | 397 | $81.6K | 0.05% | −8−2.0% | Reduced |
| GWM Advisors LLC | 407 | $83.7K | 0.00% | +42+11.5% | Added |
| Quadrant Capital Group LLC | 434 | $89.3K | 0.01% | +2+0.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 436 | $89.7K | 0.02% | +436 | New |
| AXS Investments LLC | 445 | $91.6K | 0.02% | −785−63.8% | Reduced |
| First Manhattan Co | 450 | $92.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 493 | $101.4K | 0.00% | +7+1.4% | Added |
| Ci Investments Inc. | 505 | $104.0K | 0.00% | −160−24.1% | Reduced |
| Johnson Financial Group, Inc. | 528 | $108.6K | 0.01% | −104−16.5% | Reduced |
| HM Payson & Co | 528 | $108.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 537 | $110.5K | 0.00% | −1,073−66.6% | Reduced |
| IFP Advisors, Inc | 542 | $111.5K | 0.01% | −75−12.2% | Reduced |
| KBC Group NV | 582 | $120.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 632 | $130.0K | 0.12% | +632 | New |
| Atlas Capital Advisors LLC | 659 | $135.6K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 667 | $137.2K | 0.03% | −756−53.1% | Reduced |
| SYSTM Wealth Solutions LLC | 675 | $138.9K | 0.02% | +675 | New |
| GAMMA Investing LLC | 645 | $151.0K | 0.04% | +645 | New |
| O'Dell Group, LLC | 746 | $153.5K | 0.04% | +746 | New |
| Bessemer Group Inc | 760 | $156.0K | 0.00% | −49,659−98.5% | Reduced |
| Harvest Fund Management Co., Ltd | 803 | $165.0K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 804 | $165.4K | 0.07% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 862 | $177.4K | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 882 | $181.5K | 0.00% | +208+30.9% | Added |