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, Q3 2024
Institutional positions in Primerica, Inc. as of Sep 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
- 452
- +48 vs. Q2 2024
- Shares held
- 30.9M
- +2.33M (+8.1%) vs. Q2 2024
- Total value
- $8.19B
- +$1.43B (+21.2%) vs. Q2 2024
- New holders
- 73
- 151 more added
- Sold out
- 25
- 143 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Wyoming | 605 | $160.4K | 0.02% | +605 | New |
| Huntington National Bank | 630 | $166.8K | 0.00% | +13+2.1% | Added |
| TD Waterhouse Canada Inc. | 618 | $167.9K | 0.00% | −215−25.8% | Reduced |
| Advisors Asset Management, Inc. | 643 | $170.5K | 0.00% | +419+187.1% | Added |
| Atlas Capital Advisors LLC | 659 | $174.7K | 0.03% | +186+39.3% | Added |
| Ci Investments Inc. | 673 | $178.0K | 0.00% | +69+11.4% | Added |
| US Bancorp | 686 | $181.9K | 0.00% | −3,668−84.2% | Reduced |
| United Community Bank | 720 | $190.9K | 0.07% | −55−7.1% | Reduced |
| CIBC Private Wealth Group, LLC | 735 | $194.9K | 0.00% | −1,319−64.2% | Reduced |
| Hamilton Capital Partners Inc. | 768 | $203.6K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 769 | $203.9K | 0.01% | −361−31.9% | Reduced |
| Full Sail Capital, LLC | 774 | $205.2K | 0.01% | +774 | New |
| Rafferty Asset Management, LLC | 780 | $206.8K | 0.00% | −71−8.3% | Reduced |
| SlateStone Wealth, LLC | 779 | $207.0K | 0.02% | +779 | New |
| Fidelis Capital Partners, LLC | 749 | $207.6K | 0.02% | +749 | New |
| Congress Wealth Management LLC | 787 | $208.9K | 0.00% | +787 | New |
| Applied Finance Capital Management, LLC | 797 | $211.3K | 0.01% | +797 | New |
| Impact Partnership Wealth, LLC | 797 | $211.4K | 0.05% | +797 | New |
| Catalyst Funds Management Pty Ltd | 800 | $212.1K | 0.05% | +800 | New |
| HM Payson & Co | 805 | $213.4K | 0.00% | +12+1.5% | Added |
| Atria Wealth Solutions, Inc. | 810 | $214.8K | 0.00% | +810 | New |
| Ballentine Partners, LLC | 811 | $215.0K | 0.00% | +811 | New |
| Essex Financial Services, Inc. | 782 | $218.0K | 0.02% | −334−29.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 832 | $220.6K | 0.01% | −35−4.0% | Reduced |
| Axxcess Wealth Management, LLC | 834 | $221.1K | 0.01% | +834 | New |
| Kestra Advisory Services, LLC | 843 | $223.5K | 0.00% | −121−12.6% | Reduced |
| TownSquare Capital, LLC | 850 | $225.4K | 0.00% | +850 | New |
| Forthright Family Wealth Advisory LLC | 763 | $225.5K | 0.14% | +763 | New |
| Gsa Capital Partners LLP | 860 | $228.0K | 0.02% | +860 | New |
| Sugarloaf Wealth Management, LLC | 862 | $228.6K | 0.04% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 863 | $228.8K | 0.06% | +863 | New |
| 1832 Asset Management L.P. | 866 | $229.6K | 0.00% | −5,000−85.2% | Reduced |
| HBW Advisory Services LLC | 866 | $229.6K | 0.03% | +866 | New |
| KBC Group NV | 875 | $232.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 882 | $234.0K | 0.00% | −40−4.3% | Reduced |
| Boothbay Fund Management, LLC | 888 | $235.5K | 0.01% | +888 | New |
| Mercer Global Advisors Inc | 895 | $237.8K | 0.00% | −34−3.7% | Reduced |
| Inspire Advisors, LLC | 909 | $241.0K | 0.03% | −132−12.7% | Reduced |
| Blue Square Asset Management, LLC | 913 | $242.1K | 0.13% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 918 | $243.5K | 0.03% | +6+0.7% | Added |
| Vaughan David Investments LLC | 939 | $249.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 975 | $258.5K | 0.01% | −24−2.4% | Reduced |
| GAMMA Investing LLC | 982 | $260.4K | 0.03% | +281+40.1% | Added |
| Centiva Capital, LP | 985 | $261.2K | 0.01% | +985 | New |
| Point72 (DIFC) Ltd | 995 | $263.9K | 0.02% | +995 | New |
| Mayfair Advisory Group, LLC | 991 | $271.8K | 0.17% | 00.0% | Unchanged |
| Veriti Management LLC | 1,043 | $276.6K | 0.01% | +32+3.2% | Added |
| Riverwater Partners LLC | 1,050 | $279.5K | 0.14% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,054 | $279.5K | 0.00% | +36+3.5% | Added |
| NDVR, Inc. | 1,065 | $280.3K | 0.29% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,080 | $286.4K | 0.00% | +1,080 | New |
| IFP Advisors, Inc | 1,087 | $288.2K | 0.01% | +560+106.3% | Added |
| Wealth Alliance | 1,115 | $295.6K | 0.04% | +3+0.3% | Added |
| Leavell Investment Management, Inc. | 1,129 | $299.4K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,146 | $304.0K | 0.00% | −44−3.7% | Reduced |
| National Asset Management, Inc. | 1,165 | $309.1K | 0.01% | −544−31.8% | Reduced |
| Argent Trust Co | 1,175 | $311.6K | 0.01% | +88+8.1% | Added |
| Colony Group, LLC | 1,472 | $315.6K | 0.00% | +1,472 | New |
| Ifrah Financial Services, Inc. | 1,206 | $319.7K | 0.09% | −41−3.3% | Reduced |
| Bryn Mawr Trust Co | 1,268 | $336.2K | 0.01% | +1,268 | New |
| Forum Financial Management, LP | 1,272 | $337.3K | 0.01% | +2+0.2% | Added |
| Pitcairn Co | 1,273 | $337.5K | 0.02% | −427−25.1% | Reduced |
| Stratos Wealth Partners, LTD. | 1,309 | $347.1K | 0.01% | −46−3.4% | Reduced |
| Sterling Capital Management LLC | 1,317 | $349.2K | 0.00% | +1,317 | New |
| Mutual Advisors, LLC | 1,258 | $351.5K | 0.01% | +69+5.8% | Added |
| Callan Family Office, LLC | 1,344 | $356.4K | 0.06% | +224+20.0% | Added |
| Shelton Capital Management | 1,371 | $363.5K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,413 | $374.7K | 0.00% | +183+14.9% | Added |
| Verition Fund Management LLC | 1,439 | $381.6K | 0.00% | +1,439 | New |
| Assetmark, Inc | 1,461 | $387.4K | 0.00% | +154+11.8% | Added |
| Robertson Stephens Wealth Management, LLC | 1,462 | $387.6K | 0.01% | +47+3.3% | Added |
| ProShare Advisors LLC | 1,475 | $391.1K | 0.00% | −147−9.1% | Reduced |
| Raymond James Trust N.A. | 1,495 | $396.4K | 0.01% | −1−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 1,499 | $397.9K | 0.01% | +1,499 | New |
| Seeds Investor LLC | 1,502 | $398.3K | 0.15% | +208+16.1% | Added |
| Bridges Investment Management Inc | 1,533 | $406.5K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 1,537 | $407.5K | 0.03% | +2+0.1% | Added |
| Cambria Investment Management, L.P. | 1,542 | $408.9K | 0.02% | −69−4.3% | Reduced |
| Cetera Investment Advisers | 1,561 | $414.0K | 0.00% | −149−8.7% | Reduced |
| MQS Management LLC | 1,572 | $416.8K | 0.23% | +1,572 | New |
| Summit Trail Advisors, LLC | 1,579 | $418.7K | 0.01% | −56−3.4% | Reduced |
| Radnor Capital Management, LLC | 1,600 | $424.0K | 0.06% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,605 | $425.6K | 0.02% | +1,605 | New |
| Integrated Wealth Concepts LLC | 1,649 | $437.2K | 0.01% | −64−3.7% | Reduced |
| HB Wealth Management, LLC | 1,700 | $450.8K | 0.00% | +86+5.3% | Added |
| Guggenheim Capital LLC | 1,746 | $463.0K | 0.00% | −182−9.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,764 | $467.8K | 0.01% | +77+4.6% | Added |
| Advisory Alpha, LLC | 1,766 | $468.3K | 0.02% | +7+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,779 | $471.7K | 0.00% | +267+17.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,882 | $498.9K | 0.07% | −762−28.8% | Reduced |
| Fifth Third Bancorp | 1,896 | $502.7K | 0.00% | +282+17.5% | Added |
| Utah Retirement Systems | 1,900 | $503.8K | 0.01% | +100+5.6% | Added |
| DekaBank Deutsche Girozentrale | 1,960 | $512.0K | 0.00% | +862+78.5% | Added |
| Maryland State Retirement & Pension System | 1,974 | $523.4K | 0.01% | −925−31.9% | Reduced |
| Axq Capital, LP | 2,067 | $548.1K | 0.17% | +2,067 | New |
| Intrust Bank NA | 2,074 | $549.9K | 0.06% | −12−0.6% | Reduced |
| BTC Capital Management, Inc. | 2,161 | $573.0K | 0.05% | −32−1.5% | Reduced |
| Becker Capital Management Inc | 2,165 | $574.0K | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,168 | $574.8K | 0.01% | +2,168 | New |
| Raymond James Financial Services Advisors, Inc. | 2,199 | $583.1K | 0.00% | −92−4.0% | Reduced |