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 |
|---|---|---|---|---|---|
| Hamilton Capital Partners Inc. | 900 | $185.2K | 0.04% | +900 | New |
| PEAK6 Investments LLC | 930 | $191.4K | 0.01% | +930 | New |
| Mercer Global Advisors Inc | 976 | $201.0K | 0.00% | +976 | New |
| Mutual Advisors, LLC | 999 | $205.5K | 0.01% | +999 | New |
| Virtu Financial LLC | 1,019 | $209.0K | 0.02% | +1,019 | New |
| CIBC Asset Management Inc | 1,018 | $209.5K | 0.00% | +1,018 | New |
| Mayfair Advisory Group, LLC | 1,024 | $212.9K | 0.18% | −9−0.9% | Reduced |
| MML Investors Services, LLC | 1,069 | $220.0K | 0.00% | +1,069 | New |
| NDVR, Inc. | 1,079 | $222.0K | 0.27% | +1,079 | New |
| Beacon Pointe Advisors, LLC | 1,079 | $222.0K | 0.00% | −515−32.3% | Reduced |
| CWM, LLC | 1,099 | $226.0K | 0.00% | −76−6.5% | Reduced |
| Essex Financial Services, Inc. | 1,107 | $227.9K | 0.02% | −33−2.9% | Reduced |
| Riverwater Partners LLC | 1,110 | $228.4K | 0.18% | −532−32.4% | Reduced |
| TD Waterhouse Canada Inc. | 1,125 | $233.3K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,138 | $234.2K | 0.01% | +1,138 | New |
| Pinebridge Investments, L.P. | 1,153 | $237.2K | 0.00% | −61−5.0% | Reduced |
| Vaughan David Investments LLC | 1,194 | $246.0K | 0.01% | −235−16.4% | Reduced |
| Moneta Group Investment Advisors LLC | 1,264 | $260.1K | 0.01% | +26+2.1% | Added |
| Forum Financial Management, LP | 1,269 | $261.1K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,311 | $269.8K | 0.00% | +1,311 | New |
| Wealth Alliance | 1,316 | $270.8K | 0.04% | −282−17.6% | Reduced |
| MAI Capital Management | 1,344 | $276.6K | 0.00% | +288+27.3% | Added |
| Ifrah Financial Services, Inc. | 1,392 | $286.5K | 0.08% | −128−8.4% | Reduced |
| Atria Wealth Solutions, Inc. | 1,409 | $289.9K | 0.00% | +130+10.2% | Added |
| HB Wealth Management, LLC | 1,452 | $298.9K | 0.00% | +12+0.8% | Added |
| EP Wealth Advisors, LLC | 1,457 | $299.8K | 0.00% | −1,697−53.8% | Reduced |
| HSBC Holdings PLC | 1,462 | $300.8K | 0.00% | −14−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 1,465 | $301.4K | 0.01% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 1,481 | $304.7K | 0.11% | +1,481 | New |
| Umb Bank N A | 1,490 | $306.6K | 0.00% | −24−1.6% | Reduced |
| Shelton Capital Management | 1,511 | $310.9K | 0.01% | −223−12.9% | Reduced |
| PFW Advisors LLC | 1,521 | $313.0K | 0.10% | +56+3.8% | Added |
| Seven Eight Capital, LP | 1,525 | $313.8K | 0.04% | +1,525 | New |
| Radnor Capital Management, LLC | 1,600 | $329.0K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,603 | $329.8K | 0.00% | +149+10.2% | Added |
| Everhart Financial Group, Inc. | 1,614 | $332.1K | 0.12% | +69+4.5% | Added |
| Handelsinvest Investeringsforvaltning | 1,621 | $334.0K | 0.14% | +1,621 | New |
| Y-Intercept (Hong Kong) Ltd | 1,642 | $337.9K | 0.03% | −331−16.8% | Reduced |
| Trust Point Inc. | 1,646 | $338.7K | 0.03% | +1,646 | New |
| Scientech Research LLC | 1,679 | $345.7K | 0.34% | +1,679 | New |
| Pitcairn Co | 1,690 | $347.7K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,703 | $350.4K | 0.01% | −823−32.6% | Reduced |
| Aigen Investment Management, LP | 1,708 | $351.4K | 0.06% | +1,708 | New |
| National Asset Management, Inc. | 1,708 | $351.5K | 0.01% | −940−35.5% | Reduced |
| Integrated Wealth Concepts LLC | 1,715 | $352.9K | 0.01% | −27−1.5% | Reduced |
| Axq Capital, LP | 1,781 | $366.5K | 0.10% | +1,781 | New |
| Capstone Investment Advisors, LLC | 1,812 | $372.8K | 0.01% | +1,812 | New |
| Advisory Alpha, LLC | 1,822 | $374.9K | 0.02% | −40−2.1% | Reduced |
| Centiva Capital, LP | 1,837 | $378.0K | 0.02% | +1,837 | New |
| ProShare Advisors LLC | 1,843 | $379.2K | 0.00% | −88−4.6% | Reduced |
| Guggenheim Capital LLC | 1,847 | $380.0K | 0.00% | +1,847 | New |
| Cetera Advisor Networks LLC | 1,854 | $381.5K | 0.00% | −69−3.6% | Reduced |
| CWM Advisors, LLC | 1,867 | $384.2K | 0.04% | +290+18.4% | Added |
| Quantinno Capital Management LP | 1,924 | $396.0K | 0.01% | +232+13.7% | Added |
| DekaBank Deutsche Girozentrale | 1,960 | $405.0K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 2,000 | $411.5K | 0.01% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 2,004 | $412.3K | 0.10% | −23−1.1% | Reduced |
| MQS Management LLC | 2,018 | $415.2K | 0.23% | −580−22.3% | Reduced |
| Kestra Advisory Services, LLC | 2,041 | $419.9K | 0.00% | +2,041 | New |
| Toroso Investments, LLC | 2,078 | $427.6K | 0.01% | +2,078 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,083 | $428.6K | 0.01% | +334+19.1% | Added |
| Intrust Bank NA | 2,121 | $436.4K | 0.05% | −46−2.1% | Reduced |
| Citadel Advisors LLC | 2,138 | $439.9K | 0.00% | +2,138 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,146 | $442.0K | 0.01% | +2,146 | New |
| Cambria Investment Management, L.P. | 2,164 | $445.3K | 0.03% | +284+15.1% | Added |
| Brevan Howard Capital Management LP | 2,195 | $451.6K | 0.05% | +2,195 | New |
| Coldstream Capital Management Inc | 2,204 | $453.5K | 0.01% | −44−2.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,226 | $458.0K | 0.08% | +452+25.5% | Added |
| Panagora Asset Management Inc | 2,233 | $459.5K | 0.00% | −30−1.3% | Reduced |
| Citigroup Inc | 2,261 | $465.2K | 0.00% | −658−22.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,277 | $469.0K | 0.00% | +6+0.3% | Added |
| Commonwealth Equity Services, LLC | 2,342 | $482.0K | 0.00% | −25−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,357 | $485.1K | 0.00% | −1,387−37.0% | Reduced |
| BNP Paribas Arbitrage, SA | 2,370 | $487.7K | 0.00% | −1,955−45.2% | Reduced |
| Mariner, LLC | 2,417 | $497.4K | 0.00% | +204+9.2% | Added |
| Sendero Wealth Management, LLC | 2,444 | $502.9K | 0.09% | +225+10.1% | Added |
| Kestra Private Wealth Services, LLC | 2,445 | $503.1K | 0.01% | −2−0.1% | Reduced |
| Kolinsky Wealth Management, LLC | 2,452 | $504.5K | 0.44% | −52−2.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,649 | $545.0K | 0.06% | −5,821−68.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,673 | $550.0K | 0.00% | +138+5.4% | Added |
| D.A. Davidson & Co. | 2,768 | $569.5K | 0.01% | −3−0.1% | Reduced |
| Maryland State Retirement & Pension System | 2,899 | $596.5K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 2,900 | $596.7K | 0.02% | +1,129+63.7% | Added |
| Cavalier Investments, LLC | 2,901 | $596.9K | 0.22% | +55+1.9% | Added |
| ClearAlpha Technologies LP | 2,903 | $597.3K | 0.23% | +2,903 | New |
| M&T Bank Corp | 2,912 | $599.2K | 0.00% | −16−0.5% | Reduced |
| Securian Asset Management, Inc | 2,929 | $602.7K | 0.02% | −100−3.3% | Reduced |
| Vident Advisory, LLC | 2,951 | $607.2K | 0.02% | +2,951 | New |
| Captrust Financial Advisors | 2,955 | $608.0K | 0.00% | +148+5.3% | Added |
| Ausbil Investment Management Ltd | 3,010 | $619.3K | 0.34% | +715+31.2% | Added |
| Connable Office Inc | 3,100 | $637.9K | 0.08% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,177 | $653.7K | 0.01% | −352−10.0% | Reduced |
| SG Americas Securities, LLC | 3,223 | $663.0K | 0.01% | +696+27.5% | Added |
| MGB Wealth Management, LLC | 3,270 | $672.9K | 0.34% | +3,270 | New |
| CIBC Private Wealth Group, LLC | 3,284 | $675.7K | 0.00% | +3,284 | New |
| JustInvest LLC | 3,290 | $677.0K | 0.02% | +1,191+56.7% | Added |
| Becker Capital Management Inc | 3,300 | $679.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,400 | $700.0K | 0.02% | +3,400 | New |
| Shell Asset Management Co | 3,458 | $712.0K | 0.03% | −1,033−23.0% | Reduced |
| Erste Asset Management GmbH | 3,500 | $722.2K | 0.01% | 00.0% | Unchanged |