Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2024

Institutional positions in Primerica, Inc. as of Dec 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
491
+46 vs. Q3 2024
Shares held
30.4M
−312.6K (−1.0%) vs. Q3 2024
Total value
$8.26B
+$114.9M (+1.4%) vs. Q3 2024
New holders
75
170 more added
Sold out
29
153 more reduced

7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 491 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 heldQ4 2024: $8.26B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q3 2024.

Institutions holding PRI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Clearstead Advisors, LLC0$40.00%−4−100.0%Reduced
Rothschild Investment LLC1$2710.00%00.0%Unchanged
CoreCap Advisors, LLC1$2710.00%00.0%Unchanged
SBI Securities Co., Ltd.1$2710.00%+1New
Old Second National Bank of Aurora2$5430.00%+2New
NewSquare Capital LLC2$5430.00%+2New
Parkworth Wealth Management, Inc.2$5430.00%+2New
Principia Wealth Advisory, LLC2$5430.00%+2New
Global Financial Private Client, LLC3$8140.00%+3New
Central Trust Co3$8150.00%00.0%Unchanged
Manchester Capital Management LLC3$8150.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC4$1.09K0.00%+4New
Glen Eagle Advisors, LLC4$1.10K0.00%00.0%Unchanged
Sachetta, LLC5$1.36K0.00%00.0%Unchanged
Valued Wealth Advisors LLC5$1.36K0.00%+1+25.0%Added
Sound Income Strategies, LLC6$1.66K0.00%−106−94.6%Reduced
NBC Securities, Inc.6$1.80K0.16%−6,426−99.9%Reduced
Headlands Technologies LLC7$1.90K0.00%−37−84.1%Reduced
First Horizon Advisors, Inc.7$1.90K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC8$2.16K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC8$2.17K0.00%00.0%Unchanged
SJS Investment Consulting Inc.9$2.44K0.00%−5−35.7%Reduced
Financial Management Professionals, Inc.9$2.44K0.00%−1−10.0%Reduced
Bell Investment Advisors, Inc9$2.44K0.00%00.0%Unchanged
Harbour Investments, Inc.9$2.44K0.00%00.0%Unchanged
Horizon Investments, LLC9$2.44K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC10$2.71K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.11$2.99K0.00%−2−15.4%Reduced
Simplex Trading, LLC13$3.00K0.00%−31−70.5%Reduced
Westside Investment Management, Inc.13$3.53K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc14$3.80K0.00%00.0%Unchanged
Whipplewood Advisors, LLC14$3.80K0.00%+14New
MPWM Advisory Solutions, LLC14$3.80K0.00%+14New
High Note Wealth, LLC16$4.34K0.00%+16New
TD Capital Management LLC16$4.36K0.00%+16New
Oliver Lagore Vanvalin Investment Group17$4.61K0.00%00.0%Unchanged
Hexagon Capital Partners LLC17$4.61K0.00%+6+54.5%Added
Bogart Wealth, LLC23$6.24K0.00%00.0%Unchanged
Brown Brothers Harriman & Co30$8.14K0.00%−25−45.5%Reduced
Fourth Dimension Wealth, LLC30$8.14K0.00%+30New
Capital Advisors, Ltd. LLC34$9.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.34$9.23K0.00%+2+6.3%Added
GeoWealth Management, LLC37$10.0K0.00%+37New
JFS Wealth Advisors, LLC37$10.0K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC38$10.3K0.00%00.0%Unchanged
Bullock Wealth Management Group40$10.9K0.01%00.0%Unchanged
Global Retirement Partners, LLC42$11.4K0.00%−6−12.5%Reduced
Anchor Investment Management, LLC50$13.6K0.00%00.0%Unchanged
Promethos Capital, LLC50$13.6K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC50$13.6K0.01%00.0%Unchanged
Smartleaf Asset Management LLC58$15.6K0.00%+9+18.4%Added
Hillsdale Investment Management Inc.60$16.3K0.00%+60New
WR Wealth Planners, LLC65$17.6K0.01%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.70$19.3K0.00%00.0%Unchanged
Lindbrook Capital, LLC72$19.5K0.00%−1−1.4%Reduced
Principal Securities, Inc.75$20.4K0.00%+27+56.3%Added
Skopos Labs, Inc.75$20.4K0.01%+28+59.6%Added
UMA Financial Services, Inc.80$21.7K0.00%+80New
Contravisory Investment Management, Inc.81$22.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB85$23.1K0.00%+1+1.2%Added
Geneos Wealth Management Inc.86$23.3K0.00%00.0%Unchanged
LGT Financial Advisors LLC88$23.9K0.05%00.0%Unchanged
Bartlett & Co. Wealth Management LLC88$23.9K0.00%00.0%Unchanged
Colonial Trust Co91$24.7K0.00%+91New
Rise Advisors, LLC91$24.7K0.01%00.0%Unchanged
Webster Bank, N. A.92$25.0K0.00%00.0%Unchanged
Covestor Ltd93$25.0K0.02%+12+14.8%Added
MAI Capital Management96$26.1K0.00%+96New
True Wealth Design, LLC98$26.6K0.01%+98New
Versant Capital Management, Inc101$27.4K0.01%+4+4.1%Added
Quent Capital, LLC102$27.7K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd103$28.0K0.02%00.0%Unchanged
Parkside Financial Bank & Trust104$28.2K0.00%+14+15.6%Added
Private Trust Co NA114$30.9K0.00%00.0%Unchanged
V-Square Quantitative Management LLC116$31.5K0.00%00.0%Unchanged
Golden State Wealth Management, LLC123$33.4K0.01%+123New
ORG Partners LLC126$34.2K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC126$34.2K0.00%+71+129.1%Added
Larson Financial Group LLC139$37.8K0.00%−10−6.7%Reduced
Federation des caisses Desjardins du Quebec147$39.9K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd174$47.2K0.05%+174New
Harvest Fund Management Co., Ltd179$49.0K0.00%00.0%Unchanged
State of Wyoming187$50.8K0.01%−418−69.1%Reduced
Nomura Asset Management Co Ltd190$51.6K0.00%00.0%Unchanged
Hemington Wealth Management204$55.0K0.01%+15+7.9%Added
Venturi Wealth Management, LLC214$58.1K0.00%+115+116.2%Added
Umb Bank N A240$65.1K0.00%+95+65.5%Added
Parallel Advisors, LLC242$65.7K0.00%+10+4.3%Added
Bokf, NA250$67.9K0.00%00.0%Unchanged
Bessemer Group Inc254$69.0K0.00%+164+182.2%Added
Compass Wealth Management LLC256$69.5K0.02%00.0%Unchanged
City State Bank294$79.8K0.03%−24−7.5%Reduced
Allworth Financial LP331$97.0K0.00%+71+27.3%Added
Aster Capital Management (DIFC) Ltd363$98.5K0.04%+363New
TD Private Client Wealth LLC365$99.1K0.00%00.0%Unchanged
Daiwa Securities Group Inc.380$103.0K0.00%+380New
Ci Investments Inc.391$106.0K0.00%−282−41.9%Reduced
GWM Advisors LLC396$107.5K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co398$108.0K0.00%+11+2.8%Added
Eagle Bay Advisors LLC414$112.2K0.07%00.0%Unchanged