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 |
|---|---|---|---|---|---|
| Covestor Ltd | 81 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 73 | $19.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70 | $18.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 65 | $17.2K | 0.00% | +11+20.4% | Added |
| EverSource Wealth Advisors, LLC | 55 | $14.6K | 0.00% | +32+139.1% | Added |
| Brown Brothers Harriman & Co | 55 | $14.6K | 0.00% | +55 | New |
| Anchor Investment Management, LLC | 50 | $13.3K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 50 | $13.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $13.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 49 | $12.9K | 0.00% | +11+28.9% | Added |
| Global Retirement Partners, LLC | 48 | $12.7K | 0.00% | −7−12.7% | Reduced |
| Principal Securities, Inc. | 48 | $12.7K | 0.00% | +12+33.3% | Added |
| Skopos Labs, Inc. | 47 | $12.5K | 0.00% | +47 | New |
| Dunhill Financial, LLC | 44 | $11.7K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 44 | $11.7K | 0.00% | +44 | New |
| Simplex Trading, LLC | 44 | $11.0K | 0.00% | +44 | New |
| Bullock Wealth Management Group | 40 | $10.6K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $10.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $9.81K | 0.00% | +1+2.8% | Added |
| Capital Advisors, Ltd. LLC | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 32 | $8.48K | 0.00% | +18+128.6% | Added |
| FinTrust Capital Advisors, LLC | 25 | $6.63K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $6.10K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 20 | $5.30K | 0.00% | +20 | New |
| Oliver Lagore Vanvalin Investment Group | 17 | $4.51K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $3.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14 | $3.71K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $3.45K | 0.00% | +2+18.2% | Added |
| Westside Investment Management, Inc. | 13 | $3.28K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $2.92K | 0.00% | +11 | New |
| FSC Wealth Advisors, LLC | 10 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $2.39K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $2.39K | 0.00% | +3+50.0% | Added |
| Abich Financial Wealth Management LLC | 9 | $2.39K | 0.01% | +5+125.0% | Added |
| Horizon Investments, LLC | 9 | $2.39K | 0.00% | +9 | New |
| Sunbelt Securities, Inc. | 9 | $2.39K | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 8 | $2.12K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 8 | $2.10K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $1.86K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $1.06K | 0.00% | +4 | New |
| Central Trust Co | 3 | $796 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $796 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $795 | 0.00% | −980−99.7% | Reduced |
| CoreCap Advisors, LLC | 1 | $265 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $265 | 0.00% | +1 | New |
| Ashton Thomas Securities, LLC | 1 | $265 | 0.00% | +1 | New |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Leeward Investments, LLC - MA | 0 | $0 | 0.00% | −64,926−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −49,964−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −48,607−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −4,358−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,517−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −1,483−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,461−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,076−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −29,883−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Ofi Invest Asset Management | – | – | – | – | Not filed |
| PFW Advisors LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |