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 |
|---|---|---|---|---|---|
| JustInvest LLC | 3,290 | $677.0K | 0.02% | +1,191+56.7% | Added |
| CIBC Private Wealth Group, LLC | 3,284 | $675.7K | 0.00% | +3,284 | New |
| MGB Wealth Management, LLC | 3,270 | $672.9K | 0.34% | +3,270 | New |
| SG Americas Securities, LLC | 3,223 | $663.0K | 0.01% | +696+27.5% | Added |
| Oppenheimer Asset Management Inc. | 3,177 | $653.7K | 0.01% | −352−10.0% | Reduced |
| Connable Office Inc | 3,100 | $637.9K | 0.08% | 00.0% | Unchanged |
| Ausbil Investment Management Ltd | 3,010 | $619.3K | 0.34% | +715+31.2% | Added |
| Captrust Financial Advisors | 2,955 | $608.0K | 0.00% | +148+5.3% | Added |
| Vident Advisory, LLC | 2,951 | $607.2K | 0.02% | +2,951 | New |
| Securian Asset Management, Inc | 2,929 | $602.7K | 0.02% | −100−3.3% | Reduced |
| M&T Bank Corp | 2,912 | $599.2K | 0.00% | −16−0.5% | Reduced |
| ClearAlpha Technologies LP | 2,903 | $597.3K | 0.23% | +2,903 | New |
| Cavalier Investments, LLC | 2,901 | $596.9K | 0.22% | +55+1.9% | Added |
| Ethic Inc. | 2,900 | $596.7K | 0.02% | +1,129+63.7% | Added |
| Maryland State Retirement & Pension System | 2,899 | $596.5K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 2,768 | $569.5K | 0.01% | −3−0.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,673 | $550.0K | 0.00% | +138+5.4% | Added |
| Dynamic Technology Lab Private Ltd | 2,649 | $545.0K | 0.06% | −5,821−68.7% | Reduced |
| Kolinsky Wealth Management, LLC | 2,452 | $504.5K | 0.44% | −52−2.1% | Reduced |
| Kestra Private Wealth Services, LLC | 2,445 | $503.1K | 0.01% | −2−0.1% | Reduced |
| Sendero Wealth Management, LLC | 2,444 | $502.9K | 0.09% | +225+10.1% | Added |
| Mariner, LLC | 2,417 | $497.4K | 0.00% | +204+9.2% | Added |
| BNP Paribas Arbitrage, SA | 2,370 | $487.7K | 0.00% | −1,955−45.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,357 | $485.1K | 0.00% | −1,387−37.0% | Reduced |
| Commonwealth Equity Services, LLC | 2,342 | $482.0K | 0.00% | −25−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,277 | $469.0K | 0.00% | +6+0.3% | Added |
| Citigroup Inc | 2,261 | $465.2K | 0.00% | −658−22.5% | Reduced |
| Panagora Asset Management Inc | 2,233 | $459.5K | 0.00% | −30−1.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,226 | $458.0K | 0.08% | +452+25.5% | Added |
| Coldstream Capital Management Inc | 2,204 | $453.5K | 0.01% | −44−2.0% | Reduced |
| Brevan Howard Capital Management LP | 2,195 | $451.6K | 0.05% | +2,195 | New |
| Cambria Investment Management, L.P. | 2,164 | $445.3K | 0.03% | +284+15.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,146 | $442.0K | 0.01% | +2,146 | New |
| Citadel Advisors LLC | 2,138 | $439.9K | 0.00% | +2,138 | New |
| Intrust Bank NA | 2,121 | $436.4K | 0.05% | −46−2.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,083 | $428.6K | 0.01% | +334+19.1% | Added |
| Toroso Investments, LLC | 2,078 | $427.6K | 0.01% | +2,078 | New |
| Kestra Advisory Services, LLC | 2,041 | $419.9K | 0.00% | +2,041 | New |
| MQS Management LLC | 2,018 | $415.2K | 0.23% | −580−22.3% | Reduced |
| AdvisorShares Investments LLC | 2,004 | $412.3K | 0.10% | −23−1.1% | Reduced |
| Utah Retirement Systems | 2,000 | $411.5K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,960 | $405.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,924 | $396.0K | 0.01% | +232+13.7% | Added |
| CWM Advisors, LLC | 1,867 | $384.2K | 0.04% | +290+18.4% | Added |
| Cetera Advisor Networks LLC | 1,854 | $381.5K | 0.00% | −69−3.6% | Reduced |
| Guggenheim Capital LLC | 1,847 | $380.0K | 0.00% | +1,847 | New |
| ProShare Advisors LLC | 1,843 | $379.2K | 0.00% | −88−4.6% | Reduced |
| Centiva Capital, LP | 1,837 | $378.0K | 0.02% | +1,837 | New |
| Advisory Alpha, LLC | 1,822 | $374.9K | 0.02% | −40−2.1% | Reduced |
| Capstone Investment Advisors, LLC | 1,812 | $372.8K | 0.01% | +1,812 | New |
| Axq Capital, LP | 1,781 | $366.5K | 0.10% | +1,781 | New |
| Integrated Wealth Concepts LLC | 1,715 | $352.9K | 0.01% | −27−1.5% | Reduced |
| National Asset Management, Inc. | 1,708 | $351.5K | 0.01% | −940−35.5% | Reduced |
| Aigen Investment Management, LP | 1,708 | $351.4K | 0.06% | +1,708 | New |
| Summit Trail Advisors, LLC | 1,703 | $350.4K | 0.01% | −823−32.6% | Reduced |
| Pitcairn Co | 1,690 | $347.7K | 0.03% | 00.0% | Unchanged |
| Scientech Research LLC | 1,679 | $345.7K | 0.34% | +1,679 | New |
| Trust Point Inc. | 1,646 | $338.7K | 0.03% | +1,646 | New |
| Y-Intercept (Hong Kong) Ltd | 1,642 | $337.9K | 0.03% | −331−16.8% | Reduced |
| Handelsinvest Investeringsforvaltning | 1,621 | $334.0K | 0.14% | +1,621 | New |
| Everhart Financial Group, Inc. | 1,614 | $332.1K | 0.12% | +69+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,603 | $329.8K | 0.00% | +149+10.2% | Added |
| Radnor Capital Management, LLC | 1,600 | $329.0K | 0.06% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 1,525 | $313.8K | 0.04% | +1,525 | New |
| PFW Advisors LLC | 1,521 | $313.0K | 0.10% | +56+3.8% | Added |
| Shelton Capital Management | 1,511 | $310.9K | 0.01% | −223−12.9% | Reduced |
| Umb Bank N A | 1,490 | $306.6K | 0.00% | −24−1.6% | Reduced |
| Lecap Asset Management Ltd | 1,481 | $304.7K | 0.11% | +1,481 | New |
| Stratos Wealth Partners, LTD. | 1,465 | $301.4K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,462 | $300.8K | 0.00% | −14−0.9% | Reduced |
| EP Wealth Advisors, LLC | 1,457 | $299.8K | 0.00% | −1,697−53.8% | Reduced |
| HB Wealth Management, LLC | 1,452 | $298.9K | 0.00% | +12+0.8% | Added |
| Atria Wealth Solutions, Inc. | 1,409 | $289.9K | 0.00% | +130+10.2% | Added |
| Ifrah Financial Services, Inc. | 1,392 | $286.5K | 0.08% | −128−8.4% | Reduced |
| MAI Capital Management | 1,344 | $276.6K | 0.00% | +288+27.3% | Added |
| Wealth Alliance | 1,316 | $270.8K | 0.04% | −282−17.6% | Reduced |
| Verition Fund Management LLC | 1,311 | $269.8K | 0.00% | +1,311 | New |
| Forum Financial Management, LP | 1,269 | $261.1K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,264 | $260.1K | 0.01% | +26+2.1% | Added |
| Vaughan David Investments LLC | 1,194 | $246.0K | 0.01% | −235−16.4% | Reduced |
| Pinebridge Investments, L.P. | 1,153 | $237.2K | 0.00% | −61−5.0% | Reduced |
| Profund Advisors LLC | 1,138 | $234.2K | 0.01% | +1,138 | New |
| TD Waterhouse Canada Inc. | 1,125 | $233.3K | 0.00% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,110 | $228.4K | 0.18% | −532−32.4% | Reduced |
| Essex Financial Services, Inc. | 1,107 | $227.9K | 0.02% | −33−2.9% | Reduced |
| CWM, LLC | 1,099 | $226.0K | 0.00% | −76−6.5% | Reduced |
| Beacon Pointe Advisors, LLC | 1,079 | $222.0K | 0.00% | −515−32.3% | Reduced |
| NDVR, Inc. | 1,079 | $222.0K | 0.27% | +1,079 | New |
| MML Investors Services, LLC | 1,069 | $220.0K | 0.00% | +1,069 | New |
| Mayfair Advisory Group, LLC | 1,024 | $212.9K | 0.18% | −9−0.9% | Reduced |
| CIBC Asset Management Inc | 1,018 | $209.5K | 0.00% | +1,018 | New |
| Virtu Financial LLC | 1,019 | $209.0K | 0.02% | +1,019 | New |
| Mutual Advisors, LLC | 999 | $205.5K | 0.01% | +999 | New |
| Mercer Global Advisors Inc | 976 | $201.0K | 0.00% | +976 | New |
| PEAK6 Investments LLC | 930 | $191.4K | 0.01% | +930 | New |
| Hamilton Capital Partners Inc. | 900 | $185.2K | 0.04% | +900 | New |
| Assetmark, Inc | 882 | $181.5K | 0.00% | +208+30.9% | Added |
| Sugarloaf Wealth Management, LLC | 862 | $177.4K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 804 | $165.4K | 0.07% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 803 | $165.0K | 0.03% | 00.0% | Unchanged |