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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 760 | $156.0K | 0.00% | −49,659−98.5% | Reduced |
| O'Dell Group, LLC | 746 | $153.5K | 0.04% | +746 | New |
| GAMMA Investing LLC | 645 | $151.0K | 0.04% | +645 | New |
| SYSTM Wealth Solutions LLC | 675 | $138.9K | 0.02% | +675 | New |
| Kapitalo Investimentos Ltda | 667 | $137.2K | 0.03% | −756−53.1% | Reduced |
| Atlas Capital Advisors LLC | 659 | $135.6K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 632 | $130.0K | 0.12% | +632 | New |
| KBC Group NV | 582 | $120.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 542 | $111.5K | 0.01% | −75−12.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 537 | $110.5K | 0.00% | −1,073−66.6% | 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 |
| Ci Investments Inc. | 505 | $104.0K | 0.00% | −160−24.1% | Reduced |
| Signaturefd, LLC | 493 | $101.4K | 0.00% | +7+1.4% | Added |
| First Manhattan Co | 450 | $92.6K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 445 | $91.6K | 0.02% | −785−63.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 436 | $89.7K | 0.02% | +436 | New |
| Quadrant Capital Group LLC | 434 | $89.3K | 0.01% | +2+0.5% | Added |
| GWM Advisors LLC | 407 | $83.7K | 0.00% | +42+11.5% | Added |
| Eagle Bay Advisors LLC | 397 | $81.6K | 0.05% | −8−2.0% | Reduced |
| Advisory Services Network, LLC | 333 | $68.5K | 0.00% | +333 | New |
| City State Bank | 318 | $65.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 308 | $63.4K | 0.00% | +38+14.1% | Added |
| Northwestern Mutual Wealth Management Co | 303 | $62.3K | 0.00% | +303 | New |
| Bokf, NA | 300 | $61.7K | 0.00% | −50−14.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 268 | $55.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 261 | $54.2K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 256 | $52.7K | 0.01% | −100−28.1% | Reduced |
| TD Private Client Wealth LLC | 239 | $49.2K | 0.00% | +13+5.8% | Added |
| Sound Income Strategies, LLC | 233 | $47.9K | 0.00% | +128+121.9% | Added |
| Parallel Advisors, LLC | 218 | $44.9K | 0.00% | −12−5.2% | Reduced |
| Nomura Asset Management Co Ltd | 190 | $39.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 173 | $36.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 168 | $34.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 157 | $32.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 147 | $30.1K | 0.00% | +13+9.7% | Added |
| ORG Partners LLC | 126 | $25.9K | 0.00% | +126 | New |
| Contravisory Investment Management, Inc. | 119 | $24.5K | 0.01% | +119 | New |
| Raleigh Capital Management Inc. | 116 | $24.0K | 0.01% | −15−11.5% | Reduced |
| Private Trust Co NA | 110 | $22.6K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 103 | $21.2K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $20.6K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 99 | $20.4K | 0.00% | +47+90.4% | Added |
| Quent Capital, LLC | 95 | $19.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 94 | $19.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 93 | $19.1K | 0.00% | −1−1.1% | Reduced |
| Webster Bank, N. A. | 92 | $18.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 88 | $18.2K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 88 | $18.1K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 88 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 92 | $18.0K | 0.00% | +48+109.1% | Added |
| Allworth Financial LP | 69 | $14.2K | 0.00% | +27+64.3% | Added |
| Global Retirement Partners, LLC | 58 | $12.7K | 0.00% | +34+141.7% | Added |
| Covestor Ltd | 56 | $12.0K | 0.01% | −52−48.1% | Reduced |
| 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 |
| Point72 Europe (London) LLP | 46 | $9.46K | 0.00% | +46 | New |
| Acima Private Wealth, LLC | 42 | $8.64K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $7.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $7.61K | 0.00% | +1+2.8% | Added |
| Institutional & Family Asset Management, LLC | 36 | $7.41K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 34 | $7.00K | 0.01% | +22+183.3% | Added |
| Principal Securities, Inc. | 30 | $6.17K | 0.00% | +30 | New |
| Benjamin F. Edwards & Company, Inc. | 30 | $6.00K | 0.00% | +30 | New |
| Bogart Wealth, LLC | 23 | $4.73K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 23 | $4.73K | 0.00% | +23 | New |
| Parkside Financial Bank & Trust | 20 | $4.12K | 0.00% | −8−28.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19 | $3.91K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 18 | $3.70K | 0.00% | +18 | New |
| Oliver Lagore Vanvalin Investment Group | 17 | $3.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $3.09K | 0.00% | 00.0% | Unchanged |
| 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 |
| Smartleaf Asset Management LLC | 16 | $2.89K | 0.00% | +16 | 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 |
| Frazier Financial Advisors, LLC | 13 | $2.67K | 0.00% | +13 | New |
| 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 |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.85K | 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 |
| First Horizon Advisors, Inc. | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $1.03K | 0.00% | +2+66.7% | Added |
| Avion Wealth | 3 | $1.00K | 0.00% | −10−76.9% | Reduced |
| Manchester Capital Management LLC | 3 | $618 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $618 | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 3 | $617 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $617 | 0.00% | +1+50.0% | Added |
| Tfo-TDC, LLC | 2 | $412 | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,166−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −6,888−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −5,473−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −4,305−100.0% | Sold out |