Skip to main content

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.

Institutional holdersQ3 2024: 452 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 heldQ3 2024: $8.19B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q2 2024.

Institutions holding PRI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
IFP Advisors, Inc1,087$288.2K0.01%+560+106.3%Added
Brookstone Capital Management1,080$286.4K0.00%+1,080New
NDVR, Inc.1,065$280.3K0.29%00.0%Unchanged
Riverwater Partners LLC1,050$279.5K0.14%00.0%Unchanged
CIBC Asset Management Inc1,054$279.5K0.00%+36+3.5%Added
Veriti Management LLC1,043$276.6K0.01%+32+3.2%Added
Mayfair Advisory Group, LLC991$271.8K0.17%00.0%Unchanged
Point72 (DIFC) Ltd995$263.9K0.02%+995New
Centiva Capital, LP985$261.2K0.01%+985New
GAMMA Investing LLC982$260.4K0.03%+281+40.1%Added
Profund Advisors LLC975$258.5K0.01%−24−2.4%Reduced
Vaughan David Investments LLC939$249.0K0.01%00.0%Unchanged
Institute for Wealth Management, LLC.918$243.5K0.03%+6+0.7%Added
Blue Square Asset Management, LLC913$242.1K0.13%00.0%Unchanged
Inspire Advisors, LLC909$241.0K0.03%−132−12.7%Reduced
Mercer Global Advisors Inc895$237.8K0.00%−34−3.7%Reduced
Boothbay Fund Management, LLC888$235.5K0.01%+888New
MML Investors Services, LLC882$234.0K0.00%−40−4.3%Reduced
KBC Group NV875$232.0K0.00%00.0%Unchanged
1832 Asset Management L.P.866$229.6K0.00%−5,000−85.2%Reduced
HBW Advisory Services LLC866$229.6K0.03%+866New
Kapitalo Investimentos Ltda863$228.8K0.06%+863New
Sugarloaf Wealth Management, LLC862$228.6K0.04%00.0%Unchanged
Gsa Capital Partners LLP860$228.0K0.02%+860New
Forthright Family Wealth Advisory LLC763$225.5K0.14%+763New
TownSquare Capital, LLC850$225.4K0.00%+850New
Kestra Advisory Services, LLC843$223.5K0.00%−121−12.6%Reduced
Axxcess Wealth Management, LLC834$221.1K0.01%+834New
Meiji Yasuda Asset Management Co Ltd.832$220.6K0.01%−35−4.0%Reduced
Essex Financial Services, Inc.782$218.0K0.02%−334−29.9%Reduced
Ballentine Partners, LLC811$215.0K0.00%+811New
Atria Wealth Solutions, Inc.810$214.8K0.00%+810New
HM Payson & Co805$213.4K0.00%+12+1.5%Added
Catalyst Funds Management Pty Ltd800$212.1K0.05%+800New
Impact Partnership Wealth, LLC797$211.4K0.05%+797New
Applied Finance Capital Management, LLC797$211.3K0.01%+797New
Congress Wealth Management LLC787$208.9K0.00%+787New
Fidelis Capital Partners, LLC749$207.6K0.02%+749New
SlateStone Wealth, LLC779$207.0K0.02%+779New
Rafferty Asset Management, LLC780$206.8K0.00%−71−8.3%Reduced
Full Sail Capital, LLC774$205.2K0.01%+774New
Fifth Third Wealth Advisors LLC769$203.9K0.01%−361−31.9%Reduced
Hamilton Capital Partners Inc.768$203.6K0.02%00.0%Unchanged
CIBC Private Wealth Group, LLC735$194.9K0.00%−1,319−64.2%Reduced
United Community Bank720$190.9K0.07%−55−7.1%Reduced
US Bancorp686$181.9K0.00%−3,668−84.2%Reduced
Ci Investments Inc.673$178.0K0.00%+69+11.4%Added
Atlas Capital Advisors LLC659$174.7K0.03%+186+39.3%Added
Advisors Asset Management, Inc.643$170.5K0.00%+419+187.1%Added
TD Waterhouse Canada Inc.618$167.9K0.00%−215−25.8%Reduced
Huntington National Bank630$166.8K0.00%+13+2.1%Added
State of Wyoming605$160.4K0.02%+605New
Ronald Blue Trust, Inc.667$157.8K0.00%+475+247.4%Added
Signaturefd, LLC490$129.9K0.00%00.0%Unchanged
Quadrant Capital Group LLC462$122.5K0.01%+3+0.7%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main439$116.4K0.00%+439New
SG Americas Securities, LLC439$116.0K0.00%−3,337−88.4%Reduced
Whittier Trust Co of Nevada Inc435$115.3K0.00%+435New
Eagle Bay Advisors LLC414$109.7K0.04%+1+0.2%Added
Farther Finance Advisors, LLC401$106.3K0.00%+19+5.0%Added
GWM Advisors LLC396$105.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co387$102.6K0.00%+70+22.1%Added
Jones Financial Companies LLLP372$98.0K0.00%+148+66.1%Added
TD Private Client Wealth LLC365$96.8K0.00%+126+52.7%Added
International Assets Investment Management, LLC25,189$95.0K0.00%+25,182+359,742.9%Added
Quarry LP350$92.8K0.03%+302+629.2%Added
City State Bank318$84.3K0.03%00.0%Unchanged
Allworth Financial LP260$68.9K0.00%+6+2.4%Added
Compass Wealth Management LLC256$67.9K0.02%00.0%Unchanged
Bokf, NA250$67.1K0.00%00.0%Unchanged
Parallel Advisors, LLC232$61.5K0.00%00.0%Unchanged
nVerses Capital, LLC200$53.0K0.02%−1,000−83.3%Reduced
Hemington Wealth Management189$52.0K0.01%+189New
Golden State Equity Partners195$51.7K0.01%+195New
Nomura Asset Management Co Ltd190$50.4K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd179$47.0K0.00%00.0%Unchanged
National Bank of Canada177$46.9K0.00%−84−32.2%Reduced
Whittier Trust Co157$41.6K0.00%00.0%Unchanged
Larson Financial Group LLC149$39.5K0.00%+54+56.8%Added
Federation des caisses Desjardins du Quebec147$39.0K0.00%00.0%Unchanged
Umb Bank N A145$38.4K0.00%+67+85.9%Added
ORG Partners LLC126$33.4K0.01%00.0%Unchanged
Reuter James Wealth Management, LLC118$31.3K0.01%+118New
V-Square Quantitative Management LLC116$30.8K0.00%+116New
Private Trust Co NA114$30.2K0.00%00.0%Unchanged
Sound Income Strategies, LLC112$29.8K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd103$27.3K0.02%00.0%Unchanged
Quent Capital, LLC102$27.0K0.00%00.0%Unchanged
Venturi Wealth Management, LLC99$26.3K0.00%−347−77.8%Reduced
Versant Capital Management, Inc97$25.7K0.01%+54+125.6%Added
Allspring Global Investments Holdings, LLC97$25.7K0.00%−291−75.0%Reduced
Webster Bank, N. A.92$24.4K0.00%00.0%Unchanged
Rise Advisors, LLC91$24.1K0.01%00.0%Unchanged
Bessemer Group Inc90$24.0K0.00%−403−81.7%Reduced
Parkside Financial Bank & Trust90$23.9K0.00%+18+25.0%Added
LGT Financial Advisors LLC88$23.3K0.06%00.0%Unchanged
Bartlett & Co. Wealth Management LLC88$23.3K0.00%00.0%Unchanged
Geneos Wealth Management Inc.86$22.8K0.00%+86New
Massmutual Trust Co FSB84$22.3K0.00%+2+2.4%Added
Contravisory Investment Management, Inc.81$21.5K0.00%00.0%Unchanged