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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, Q2 2024

Institutional positions in Primerica, Inc. as of Jun 30, 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
410
+14 vs. Q1 2024
Shares held
31.7M
+272.4K (+0.9%) vs. Q1 2024
Total value
$7.49B
−$453.9M (−5.7%) vs. Q1 2024
New holders
58
141 more added
Sold out
44
145 more reduced

4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 410 institutions
Q1 2021: 322 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 337 institutionsQ1 2022: 323 institutionsQ2 2022: 313 institutionsQ3 2022: 300 institutionsQ4 2022: 320 institutionsQ1 2023: 352 institutionsQ2 2023: 363 institutionsQ3 2023: 368 institutionsQ4 2023: 396 institutionsQ1 2024: 400 institutionsQ2 2024: 410 institutionsQ3 2024: 452 institutionsQ4 2024: 491 institutionsQ1 2025: 512 institutionsQ2 2025: 519 institutionsQ3 2025: 499 institutionsQ4 2025: 515 institutionsQ1 2026: 512 institutionsQ2 2026: 528 institutions
Value heldQ2 2024: $7.49B
Q1 2021: $5.27BQ2 2021: $5.46BQ3 2021: $5.47BQ4 2021: $5.44BQ1 2022: $4.76BQ2 2022: $4.10BQ3 2022: $4.20BQ4 2022: $4.74BQ1 2023: $5.73BQ2 2023: $6.52BQ3 2023: $6.29BQ4 2023: $6.51BQ1 2024: $7.97BQ2 2024: $7.49BQ3 2024: $8.19BQ4 2024: $8.26BQ1 2025: $8.74BQ2 2025: $8.33BQ3 2025: $8.31BQ4 2025: $7.73BQ1 2026: $7.44BQ2 2026: $8.30B
Institutions holding PRI and their total value by quarter
QuarterHoldersValue
Q2 2026528$8.30B
Q1 2026512$7.44B
Q4 2025515$7.73B
Q3 2025499$8.31B
Q2 2025519$8.33B
Q1 2025512$8.74B
Q4 2024491$8.26B
Q3 2024452$8.19B
Q2 2024410$7.49B
Q1 2024400$7.97B
Q4 2023396$6.51B
Q3 2023368$6.29B
Q2 2023363$6.52B
Q1 2023352$5.73B
Q4 2022320$4.74B
Q3 2022300$4.20B
Q2 2022313$4.10B
Q1 2022323$4.76B
Q4 2021337$5.44B
Q3 2021309$5.47B
Q2 2021319$5.46B
Q1 2021322$5.27B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q1 2024.

Institutions holding PRI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth3$00.00%00.0%Unchanged
CoreCap Advisors, LLC1$2370.00%00.0%Unchanged
Central Trust Co3$7100.00%00.0%Unchanged
Manchester Capital Management LLC3$7100.00%00.0%Unchanged
Lynx Investment Advisory3$7100.00%+3New
Abich Financial Wealth Management LLC4$9460.00%+4New
Valued Wealth Advisors LLC4$9470.00%+1+33.3%Added
Glen Eagle Advisors, LLC4$9500.00%+4New
AdvisorNet Financial, Inc5$1.18K0.00%00.0%Unchanged
Sachetta, LLC5$1.26K0.00%+5New
Harbour Investments, Inc.6$1.42K0.00%00.0%Unchanged
First Horizon Advisors, Inc.7$1.66K0.00%00.0%Unchanged
International Assets Investment Management, LLC7$1.66K0.00%+7New
Bruce G. Allen Investments, LLC8$1.89K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC8$1.89K0.00%+8New
Financial Management Professionals, Inc.10$2.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc9$2.13K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC10$2.37K0.00%+1+11.1%Added
FSC Wealth Advisors, LLC10$2.37K0.00%+10New
DiNuzzo Private Wealth, Inc.11$2.60K0.00%+1+10.0%Added
Westside Investment Management, Inc.13$3.08K0.00%+13New
Frazier Financial Advisors, LLC13$3.08K0.00%00.0%Unchanged
Innealta Capital, LLC13$3.08K0.00%+13New
Farmers & Merchants Investments Inc14$3.31K0.00%00.0%Unchanged
SJS Investment Consulting Inc.14$3.31K0.00%−1−6.7%Reduced
SRS Capital Advisors, Inc.14$3.31K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group17$4.02K0.00%00.0%Unchanged
Bogart Wealth, LLC23$5.44K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC23$5.79K0.00%+12+109.1%Added
FinTrust Capital Advisors, LLC25$5.92K0.00%+25New
Migdal Insurance & Financial Holdings Ltd.29$7.00K0.00%+29New
Capital Advisors, Ltd. LLC34$8.00K0.00%+17+100.0%Added
JFS Wealth Advisors, LLC36$8.52K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC36$8.52K0.00%00.0%Unchanged
Principal Securities, Inc.36$8.52K0.00%+3+9.1%Added
Smartleaf Asset Management LLC38$8.98K0.00%+19+100.0%Added
Rocky Mountain Advisers, LLC38$8.99K0.00%00.0%Unchanged
Bullock Wealth Management Group40$9.49K0.01%+40New
Versant Capital Management, Inc43$10.2K0.00%+33+330.0%Added
Dunhill Financial, LLC44$10.4K0.01%+44New
Quarry LP48$11.4K0.00%+30+166.7%Added
Anchor Investment Management, LLC50$11.8K0.00%00.0%Unchanged
Promethos Capital, LLC50$11.8K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC50$11.8K0.01%00.0%Unchanged
WR Wealth Planners, LLC54$12.8K0.00%+5+10.2%Added
Global Retirement Partners, LLC55$13.0K0.00%−1−1.8%Reduced
Proffitt & Goodson Inc56$13.2K0.00%+56New
Ashton Thomas Private Wealth, LLC67$15.9K0.00%+67New
Opal Wealth Advisors, LLC68$16.1K0.01%+68New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.70$16.6K0.00%00.0%Unchanged
Parkside Financial Bank & Trust72$17.0K0.00%+28+63.6%Added
Lindbrook Capital, LLC73$17.3K0.00%−27−27.0%Reduced
Umb Bank N A78$18.5K0.00%−791−91.0%Reduced
Covestor Ltd81$19.0K0.01%−1−1.2%Reduced
Contravisory Investment Management, Inc.81$19.2K0.00%−38−31.9%Reduced
Massmutual Trust Co FSB82$19.4K0.00%−10−10.9%Reduced
LGT Financial Advisors LLC88$20.8K0.04%00.0%Unchanged
Bartlett & Co. Wealth Management LLC88$20.8K0.00%00.0%Unchanged
Rise Advisors, LLC91$21.4K0.01%+1+1.1%Added
Webster Bank, N. A.92$21.8K0.00%00.0%Unchanged
Larson Financial Group LLC95$22.4K0.00%+1+1.1%Added
Quent Capital, LLC102$24.1K0.00%+7+7.4%Added
C M Bidwell & Associates Ltd103$24.4K0.02%00.0%Unchanged
Sound Income Strategies, LLC112$26.5K0.00%+1+0.9%Added
Private Trust Co NA114$27.0K0.00%+4+3.6%Added
ORG Partners LLC126$29.9K0.00%+126New
Federation des caisses Desjardins du Quebec147$34.8K0.00%−21−12.5%Reduced
Great Lakes Retirement, Inc.147$34.8K0.00%+147New
Whittier Trust Co157$37.1K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd179$42.0K0.00%−624−77.7%Reduced
Nomura Asset Management Co Ltd190$45.0K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.192$48.6K0.00%+60+45.5%Added
Jones Financial Companies LLLP224$52.9K0.00%+143+176.5%Added
Advisors Asset Management, Inc.224$53.0K0.00%+224New
Parallel Advisors, LLC232$54.9K0.00%+11+5.0%Added
TD Private Client Wealth LLC239$56.5K0.00%−61−20.3%Reduced
Bokf, NA250$59.1K0.00%00.0%Unchanged
Compass Wealth Management LLC256$60.6K0.01%00.0%Unchanged
National Bank of Canada261$61.9K0.00%00.0%Unchanged
Allworth Financial LP254$63.1K0.00%−9−3.4%Reduced
Northwestern Mutual Wealth Management Co317$75.0K0.00%−6−1.9%Reduced
City State Bank318$75.2K0.03%00.0%Unchanged
Farther Finance Advisors, LLC382$90.6K0.00%+377+7,540.0%Added
Allspring Global Investments Holdings, LLC388$91.8K0.00%+5+1.3%Added
GWM Advisors LLC396$93.7K0.00%−11−2.7%Reduced
Eagle Bay Advisors LLC413$97.6K0.06%+6+1.5%Added
EntryPoint Capital, LLC426$100.8K0.05%+426New
Venturi Wealth Management, LLC446$105.5K0.01%+422+1,758.3%Added
Quadrant Capital Group LLC459$108.6K0.01%+18+4.1%Added
Atlas Capital Advisors LLC473$111.9K0.01%−186−28.2%Reduced
Signaturefd, LLC490$115.9K0.00%−29−5.6%Reduced
Bessemer Group Inc493$116.0K0.00%−580−54.1%Reduced
Strategic Financial Concepts, LLC29,883$119.0K0.00%+29,883New
IFP Advisors, Inc527$124.7K0.00%−35−6.2%Reduced
Tower Research Capital LLC (TRC)537$127.0K0.00%−5,106−90.5%Reduced
Benjamin F. Edwards & Company, Inc.548$130.0K0.00%+370+207.9%Added
Ci Investments Inc.604$143.0K0.00%+10+1.7%Added
Huntington National Bank617$145.8K0.00%+162+35.6%Added
GAMMA Investing LLC701$165.8K0.02%+17+2.5%Added
Hamilton Capital Partners Inc.768$181.7K0.02%00.0%Unchanged