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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 809 | $204.6K | 0.01% | +809 | New |
| Ballentine Partners, LLC | 818 | $206.9K | 0.00% | +818 | New |
| Riverview Trust Co | 825 | $208.7K | 0.16% | +825 | New |
| Sugarloaf Wealth Management, LLC | 862 | $218.1K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 869 | $219.8K | 0.00% | −621−41.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 897 | $226.9K | 0.01% | +897 | New |
| Mercer Global Advisors Inc | 907 | $229.0K | 0.00% | −69−7.1% | Reduced |
| Institute for Wealth Management, LLC. | 912 | $230.7K | 0.03% | +912 | New |
| Blue Square Asset Management, LLC | 913 | $231.0K | 0.15% | +913 | New |
| Inspire Advisors, LLC | 914 | $231.3K | 0.03% | +914 | New |
| Vaughan David Investments LLC | 931 | $236.0K | 0.01% | −263−22.0% | Reduced |
| Virtu Financial LLC | 955 | $242.0K | 0.02% | −64−6.3% | Reduced |
| MML Investors Services, LLC | 974 | $246.0K | 0.00% | −95−8.9% | Reduced |
| Mayfair Advisory Group, LLC | 991 | $250.7K | 0.18% | −33−3.2% | Reduced |
| CIBC Asset Management Inc | 1,018 | $257.5K | 0.00% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,024 | $259.0K | 0.24% | +1,024 | New |
| Essex Financial Services, Inc. | 1,033 | $261.3K | 0.02% | −74−6.7% | Reduced |
| Squarepoint Ops LLC | 1,040 | $263.1K | 0.00% | −3,980−79.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 1,067 | $270.0K | 0.13% | −554−34.2% | Reduced |
| Bessemer Group Inc | 1,073 | $271.0K | 0.00% | +313+41.2% | Added |
| Mutual Advisors, LLC | 1,074 | $271.6K | 0.01% | +75+7.5% | Added |
| Wealth Alliance | 1,092 | $276.1K | 0.04% | −224−17.0% | Reduced |
| Riverwater Partners LLC | 1,110 | $280.8K | 0.21% | 00.0% | Unchanged |
| Assetmark, Inc | 1,147 | $290.1K | 0.00% | +265+30.0% | Added |
| Captrust Financial Advisors | 1,159 | $293.2K | 0.00% | −1,796−60.8% | Reduced |
| Consolidated Planning Corp | 1,162 | $293.9K | 0.05% | +1,162 | New |
| NDVR, Inc. | 1,166 | $295.0K | 0.28% | +87+8.1% | Added |
| Cynosure Management, LLC | 1,243 | $314.4K | 0.06% | +1,243 | New |
| Entropy Technologies, LP | 1,261 | $319.0K | 0.03% | +1,261 | New |
| Forum Financial Management, LP | 1,269 | $321.0K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,323 | $334.7K | 0.01% | +59+4.7% | Added |
| MAI Capital Management | 1,347 | $340.8K | 0.00% | +3+0.2% | Added |
| Ifrah Financial Services, Inc. | 1,364 | $345.0K | 0.10% | −28−2.0% | Reduced |
| Profund Advisors LLC | 1,388 | $351.1K | 0.01% | +250+22.0% | Added |
| HSBC Holdings PLC | 1,396 | $353.1K | 0.00% | −66−4.5% | Reduced |
| CWM Advisors, LLC | 1,407 | $355.9K | 0.04% | −460−24.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,411 | $356.9K | 0.02% | +1,411 | New |
| Edge Financial Advisors LLC | 1,426 | $360.7K | 0.32% | +1,426 | New |
| Stratos Wealth Partners, LTD. | 1,465 | $370.6K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,483 | $375.2K | 0.00% | +31+2.1% | Added |
| Shelton Capital Management | 1,511 | $382.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,512 | $382.5K | 0.00% | −91−5.7% | Reduced |
| PFW Advisors LLC | 1,521 | $384.8K | 0.12% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,580 | $399.7K | 0.00% | −5,896−78.9% | Reduced |
| Radnor Capital Management, LLC | 1,600 | $405.0K | 0.07% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,604 | $405.7K | 0.01% | −474−22.8% | Reduced |
| Harbor Capital Advisors, Inc. | 1,643 | $416.0K | 0.05% | +1,643 | New |
| Summit Trail Advisors, LLC | 1,646 | $416.4K | 0.01% | −57−3.3% | Reduced |
| Pitcairn Co | 1,670 | $422.4K | 0.03% | −20−1.2% | Reduced |
| Allianz Asset Management GmbH | 1,690 | $427.5K | 0.00% | +1,690 | New |
| ProShare Advisors LLC | 1,710 | $432.6K | 0.00% | −133−7.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,715 | $433.8K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 1,724 | $436.1K | 0.03% | +78+4.7% | Added |
| Advisory Alpha, LLC | 1,753 | $443.7K | 0.02% | −69−3.8% | Reduced |
| Cresset Asset Management, LLC | 1,780 | $450.4K | 0.00% | +1,780 | New |
| Everhart Financial Group, Inc. | 1,814 | $458.9K | 0.13% | +200+12.4% | Added |
| Utah Retirement Systems | 1,900 | $480.6K | 0.01% | −100−5.0% | Reduced |
| DekaBank Deutsche Girozentrale | 1,960 | $500.0K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 2,004 | $506.9K | 0.09% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 2,016 | $510.0K | 0.03% | −148−6.8% | Reduced |
| National Asset Management, Inc. | 2,648 | $513.7K | 0.01% | +940+55.0% | Added |
| Cetera Investment Advisers | 2,052 | $519.1K | 0.00% | +2,052 | New |
| Raymond James Financial Services Advisors, Inc. | 2,054 | $519.6K | 0.00% | −303−12.9% | Reduced |
| Intrust Bank NA | 2,096 | $530.2K | 0.06% | −25−1.2% | Reduced |
| Becker Capital Management Inc | 2,165 | $547.7K | 0.02% | −1,135−34.4% | Reduced |
| Coldstream Capital Management Inc | 2,208 | $558.5K | 0.01% | +4+0.2% | Added |
| Millennium Management LLC | 2,209 | $558.8K | 0.00% | −20,486−90.3% | Reduced |
| Panagora Asset Management Inc | 2,278 | $576.2K | 0.00% | +45+2.0% | Added |
| BTC Capital Management, Inc. | 2,280 | $576.7K | 0.05% | +2,280 | New |
| Citigroup Inc | 2,339 | $591.7K | 0.00% | +78+3.4% | Added |
| Mariner, LLC | 2,361 | $597.2K | 0.00% | −56−2.3% | Reduced |
| Sendero Wealth Management, LLC | 2,444 | $618.2K | 0.11% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,445 | $618.6K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,899 | $619.1K | 0.01% | 00.0% | Unchanged |
| Cipher Capital LP | 2,450 | $619.8K | 0.29% | +2,450 | New |
| Kolinsky Wealth Management, LLC | 2,455 | $621.0K | 0.47% | +3+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,489 | $630.0K | 0.00% | +212+9.3% | Added |
| GPS Wealth Strategies Group, LLC | 2,582 | $653.1K | 0.11% | +356+16.0% | Added |
| Kestra Advisory Services, LLC | 2,670 | $675.3K | 0.00% | +629+30.8% | Added |
| Oppenheimer Asset Management Inc. | 2,684 | $678.9K | 0.01% | −493−15.5% | Reduced |
| JustInvest LLC | 2,701 | $683.3K | 0.01% | −589−17.9% | Reduced |
| Engineers Gate Manager LP | 2,715 | $686.8K | 0.02% | −1,094−28.7% | Reduced |
| Quantinno Capital Management LP | 2,757 | $697.0K | 0.02% | +833+43.3% | Added |
| D.A. Davidson & Co. | 2,768 | $700.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,797 | $708.0K | 0.00% | +455+19.4% | Added |
| CWM, LLC | 2,822 | $714.0K | 0.00% | +1,723+156.8% | Added |
| Dynamic Technology Lab Private Ltd | 2,892 | $732.0K | 0.08% | +243+9.2% | Added |
| Securian Asset Management, Inc | 2,929 | $740.9K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,140 | $743.0K | 0.03% | −318−9.2% | Reduced |
| Axq Capital, LP | 2,966 | $750.3K | 0.18% | +1,185+66.5% | Added |
| M&T Bank Corp | 3,052 | $772.0K | 0.00% | +140+4.8% | Added |
| Dana Investment Advisors, Inc. | 3,062 | $774.6K | 0.03% | −516−14.4% | Reduced |
| Cavalier Investments, LLC | 3,069 | $776.3K | 0.28% | +168+5.8% | Added |
| Connable Office Inc | 3,100 | $784.2K | 0.09% | 00.0% | Unchanged |
| Ethic Inc. | 3,117 | $788.5K | 0.02% | +217+7.5% | Added |
| Ausbil Investment Management Ltd | 3,149 | $793.5K | 0.40% | +139+4.6% | Added |
| Brevan Howard Capital Management LP | 3,176 | $803.4K | 0.07% | +981+44.7% | Added |
| Seven Eight Capital, LP | 3,195 | $808.2K | 0.08% | +1,670+109.5% | Added |
| Apollon Wealth Management, LLC | 3,203 | $810.2K | 0.03% | −409−11.3% | Reduced |
| CIBC Private Wealth Group, LLC | 3,228 | $813.5K | 0.00% | −56−1.7% | Reduced |