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