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 |
|---|---|---|---|---|---|
| HM Payson & Co | 805 | $203.6K | 0.00% | +277+52.5% | Added |
| Harvest Fund Management Co., Ltd | 803 | $203.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 795 | $201.1K | 0.00% | −614−43.6% | Reduced |
| TD Waterhouse Canada Inc. | 801 | $198.9K | 0.00% | −324−28.8% | Reduced |
| United Community Bank | 785 | $198.6K | 0.08% | −19−2.4% | Reduced |
| Hamilton Capital Partners Inc. | 768 | $194.3K | 0.02% | −132−14.7% | Reduced |
| KBC Group NV | 767 | $194.0K | 0.00% | +185+31.8% | Added |
| GAMMA Investing LLC | 684 | $173.0K | 0.04% | +39+6.0% | Added |
| SYSTM Wealth Solutions LLC | 675 | $170.7K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 659 | $166.7K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 594 | $150.0K | 0.00% | +89+17.6% | Added |
| IFP Advisors, Inc | 562 | $142.2K | 0.01% | +20+3.7% | Added |
| Signaturefd, LLC | 519 | $131.3K | 0.00% | +26+5.3% | Added |
| Huntington National Bank | 455 | $114.9K | 0.00% | +308+209.5% | Added |
| First Manhattan Co | 450 | $113.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 441 | $111.6K | 0.01% | +7+1.6% | Added |
| GWM Advisors LLC | 407 | $103.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 407 | $102.8K | 0.06% | +10+2.5% | Added |
| Allspring Global Investments Holdings, LLC | 383 | $96.9K | 0.00% | −154−28.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 323 | $81.7K | 0.00% | +20+6.6% | Added |
| City State Bank | 318 | $80.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 300 | $75.9K | 0.00% | +61+25.5% | Added |
| Fifth Third Bancorp | 293 | $74.1K | 0.00% | −15−4.9% | Reduced |
| Allworth Financial LP | 263 | $66.5K | 0.00% | +194+281.2% | Added |
| Compass Wealth Management LLC | 256 | $64.8K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 250 | $63.0K | 0.00% | −50−16.7% | Reduced |
| PEAK6 Investments LLC | 244 | $61.7K | 0.00% | −686−73.8% | Reduced |
| National Bank of Canada | 261 | $58.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 221 | $55.9K | 0.00% | +3+1.4% | Added |
| Colonial Trust Co | 201 | $50.8K | 0.01% | +201 | New |
| Nomura Asset Management Co Ltd | 190 | $48.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 178 | $45.0K | 0.00% | +148+493.3% | Added |
| Smithfield Trust Co | 173 | $44.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 168 | $42.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 157 | $39.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 132 | $33.4K | 0.00% | +40+43.5% | Added |
| Contravisory Investment Management, Inc. | 119 | $30.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 111 | $28.0K | 0.00% | −122−52.4% | Reduced |
| Private Trust Co NA | 110 | $27.8K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 103 | $26.1K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $25.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 100 | $25.3K | 0.00% | +1+1.0% | Added |
| Simplex Trading, LLC | 100 | $25.0K | 0.00% | +100 | New |
| Quent Capital, LLC | 95 | $24.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 94 | $23.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rise Advisors, LLC | 90 | $22.8K | 0.01% | +90 | New |
| 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 |
| Covestor Ltd | 82 | $21.0K | 0.01% | +26+46.4% | Added |
| Jones Financial Companies LLLP | 81 | $20.5K | 0.00% | +63+350.0% | Added |
| Fernwood Investment Management, LLC | 78 | $19.7K | 0.01% | +78 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70 | $17.7K | 0.00% | +51+268.4% | Added |
| Global Retirement Partners, LLC | 56 | $14.2K | 0.00% | −2−3.4% | Reduced |
| 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 |
| WR Wealth Planners, LLC | 49 | $12.4K | 0.00% | +49 | New |
| Parkside Financial Bank & Trust | 44 | $11.1K | 0.00% | +24+120.0% | Added |
| Rocky Mountain Advisers, LLC | 38 | $9.61K | 0.00% | 00.0% | Unchanged |
| 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 |
| Principal Securities, Inc. | 33 | $8.35K | 0.00% | +3+10.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $6.53K | 0.00% | +30 | New |
| Venturi Wealth Management, LLC | 24 | $6.07K | 0.00% | +14+140.0% | Added |
| Bogart Wealth, LLC | 23 | $5.82K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 23 | $5.82K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $5.06K | 0.00% | +20 | New |
| Pacific Capital Wealth Advisors, Inc | 20 | $5.06K | 0.00% | +20 | New |
| Smartleaf Asset Management LLC | 19 | $4.87K | 0.00% | +3+18.8% | Added |
| Quarry LP | 18 | $4.55K | 0.00% | +18 | New |
| Oliver Lagore Vanvalin Investment Group | 17 | $4.30K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $3.79K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14 | $3.54K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14 | $3.54K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 13 | $3.29K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $2.53K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $2.53K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11 | $2.33K | 0.00% | +8+266.7% | Added |
| 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 |
| Bruce G. Allen Investments, LLC | 8 | $2.02K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $1.77K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 7 | $1.57K | 0.00% | +7 | New |
| Horizon Investments, LLC | 6 | $1.52K | 0.00% | +3+100.0% | Added |
| Harbour Investments, Inc. | 6 | $1.52K | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 5 | $1.26K | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 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 |
| Tfo-TDC, LLC | 2 | $506 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $363 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $253 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | $253 | 0.00% | +1 | New |