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, Q1 2024
Institutional positions in Primerica, Inc. as of Mar 31, 2024. 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
- 400
- +7 vs. Q4 2023
- Shares held
- 31.5M
- −150.9K (−0.5%) vs. Q4 2023
- Total value
- $7.97B
- +$1.45B (+22.3%) vs. Q4 2023
- New holders
- 47
- 128 more added
- Sold out
- 40
- 143 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $253 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | $253 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1 | $363 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $506 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $759 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $759 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $759 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $759 | 0.00% | +3 | New |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $1.26K | 0.00% | +5 | New |
| Horizon Investments, LLC | 6 | $1.52K | 0.00% | +3+100.0% | Added |
| Harbour Investments, Inc. | 6 | $1.52K | 0.00% | +6 | New |
| Semmax Financial Advisors Inc. | 7 | $1.57K | 0.00% | +7 | New |
| First Horizon Advisors, Inc. | 7 | $1.77K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $2.02K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 9 | $2.28K | 0.00% | −1−10.0% | Reduced |
| Bell Investment Advisors, Inc | 9 | $2.28K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11 | $2.33K | 0.00% | +8+266.7% | Added |
| Versant Capital Management, Inc | 10 | $2.53K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $2.53K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 13 | $3.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14 | $3.54K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14 | $3.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $3.79K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 17 | $4.30K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 18 | $4.55K | 0.00% | +18 | New |
| Smartleaf Asset Management LLC | 19 | $4.87K | 0.00% | +3+18.8% | Added |
| Colonial Trust Advisors | 20 | $5.06K | 0.00% | +20 | New |
| Pacific Capital Wealth Advisors, Inc | 20 | $5.06K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 23 | $5.82K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 23 | $5.82K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 24 | $6.07K | 0.00% | +14+140.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $6.53K | 0.00% | +30 | New |
| Principal Securities, Inc. | 33 | $8.35K | 0.00% | +3+10.0% | Added |
| JFS Wealth Advisors, LLC | 36 | $9.11K | 0.00% | −1−2.7% | Reduced |
| Institutional & Family Asset Management, LLC | 36 | $9.11K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $9.61K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $11.1K | 0.00% | +24+120.0% | Added |
| WR Wealth Planners, LLC | 49 | $12.4K | 0.00% | +49 | New |
| Anchor Investment Management, LLC | 50 | $12.6K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 50 | $12.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $12.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 56 | $14.2K | 0.00% | −2−3.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70 | $17.7K | 0.00% | +51+268.4% | Added |
| Fernwood Investment Management, LLC | 78 | $19.7K | 0.01% | +78 | New |
| Jones Financial Companies LLLP | 81 | $20.5K | 0.00% | +63+350.0% | Added |
| Covestor Ltd | 82 | $21.0K | 0.01% | +26+46.4% | Added |
| Bartlett & Co. Wealth Management LLC | 88 | $22.3K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 88 | $22.3K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 90 | $22.8K | 0.01% | +90 | New |
| Massmutual Trust Co FSB | 92 | $23.3K | 0.00% | −1−1.1% | Reduced |
| Webster Bank, N. A. | 92 | $23.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 94 | $23.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 95 | $24.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 100 | $25.0K | 0.00% | +100 | New |
| Salem Investment Counselors Inc | 100 | $25.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 100 | $25.3K | 0.00% | +1+1.0% | Added |
| C M Bidwell & Associates Ltd | 103 | $26.1K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 110 | $27.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 111 | $28.0K | 0.00% | −122−52.4% | Reduced |
| Contravisory Investment Management, Inc. | 119 | $30.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 132 | $33.4K | 0.00% | +40+43.5% | Added |
| Whittier Trust Co | 157 | $39.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 168 | $42.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 173 | $44.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 178 | $45.0K | 0.00% | +148+493.3% | Added |
| Nomura Asset Management Co Ltd | 190 | $48.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 201 | $50.8K | 0.01% | +201 | New |
| Parallel Advisors, LLC | 221 | $55.9K | 0.00% | +3+1.4% | Added |
| National Bank of Canada | 261 | $58.4K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 244 | $61.7K | 0.00% | −686−73.8% | Reduced |
| Bokf, NA | 250 | $63.0K | 0.00% | −50−16.7% | Reduced |
| Compass Wealth Management LLC | 256 | $64.8K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 263 | $66.5K | 0.00% | +194+281.2% | Added |
| Fifth Third Bancorp | 293 | $74.1K | 0.00% | −15−4.9% | Reduced |
| TD Private Client Wealth LLC | 300 | $75.9K | 0.00% | +61+25.5% | Added |
| City State Bank | 318 | $80.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 323 | $81.7K | 0.00% | +20+6.6% | Added |
| Allspring Global Investments Holdings, LLC | 383 | $96.9K | 0.00% | −154−28.7% | Reduced |
| Eagle Bay Advisors LLC | 407 | $102.8K | 0.06% | +10+2.5% | Added |
| GWM Advisors LLC | 407 | $103.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 441 | $111.6K | 0.01% | +7+1.6% | Added |
| First Manhattan Co | 450 | $113.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 455 | $114.9K | 0.00% | +308+209.5% | Added |
| Signaturefd, LLC | 519 | $131.3K | 0.00% | +26+5.3% | Added |
| IFP Advisors, Inc | 562 | $142.2K | 0.01% | +20+3.7% | Added |
| Ci Investments Inc. | 594 | $150.0K | 0.00% | +89+17.6% | Added |
| Atlas Capital Advisors LLC | 659 | $166.7K | 0.03% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 675 | $170.7K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 684 | $173.0K | 0.04% | +39+6.0% | Added |
| KBC Group NV | 767 | $194.0K | 0.00% | +185+31.8% | Added |
| Hamilton Capital Partners Inc. | 768 | $194.3K | 0.02% | −132−14.7% | Reduced |
| United Community Bank | 785 | $198.6K | 0.08% | −19−2.4% | Reduced |
| TD Waterhouse Canada Inc. | 801 | $198.9K | 0.00% | −324−28.8% | Reduced |
| Atria Wealth Solutions, Inc. | 795 | $201.1K | 0.00% | −614−43.6% | Reduced |
| Harvest Fund Management Co., Ltd | 803 | $203.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 805 | $203.6K | 0.00% | +277+52.5% | Added |