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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 431 | $117.0K | 0.00% | −236−35.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 435 | $118.1K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 439 | $119.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 481 | $130.6K | 0.01% | +19+4.1% | Added |
| Signaturefd, LLC | 495 | $134.4K | 0.00% | +5+1.0% | Added |
| Huntington National Bank | 601 | $162.9K | 0.00% | −29−4.6% | Reduced |
| TD Waterhouse Canada Inc. | 603 | $163.7K | 0.00% | −15−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 654 | $177.5K | 0.00% | −3,017−82.2% | Reduced |
| Atlas Capital Advisors LLC | 659 | $178.9K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 686 | $186.2K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 715 | $194.1K | 0.08% | −5−0.7% | Reduced |
| Quarry LP | 727 | $197.3K | 0.04% | +377+107.7% | Added |
| Evergreen Capital Management LLC | 758 | $205.7K | 0.01% | +758 | New |
| Fullcircle Wealth LLC | 725 | $206.0K | 0.08% | +725 | New |
| Rafferty Asset Management, LLC | 762 | $206.8K | 0.00% | −18−2.3% | Reduced |
| Forthright Family Wealth Advisory LLC | 763 | $207.1K | 0.13% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 769 | $208.7K | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 777 | $211.2K | 0.00% | −10−1.3% | Reduced |
| SlateStone Wealth, LLC | 780 | $212.0K | 0.02% | +1+0.1% | Added |
| Gator Capital Management, LLC | 790 | $214.4K | 0.08% | +790 | New |
| Hamilton Capital Partners Inc. | 792 | $215.0K | 0.02% | +24+3.1% | Added |
| Full Sail Capital, LLC | 796 | $216.1K | 0.01% | +22+2.8% | Added |
| Applied Finance Capital Management, LLC | 797 | $216.3K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 801 | $217.4K | 0.02% | +801 | New |
| Fidelis Capital Partners, LLC | 749 | $217.4K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 805 | $218.5K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 814 | $220.9K | 0.01% | −18−2.2% | Reduced |
| Profund Advisors LLC | 826 | $224.2K | 0.01% | −149−15.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 831 | $225.6K | 0.04% | −31−3.6% | Reduced |
| CIBC Private Wealth Group, LLC | 813 | $226.4K | 0.00% | +78+10.6% | Added |
| IFC Advisors LLC | 837 | $227.2K | 0.05% | +837 | New |
| Everence Capital Management Inc | 840 | $228.0K | 0.01% | +840 | New |
| Axxcess Wealth Management, LLC | 844 | $229.1K | 0.01% | +10+1.2% | Added |
| National Asset Management, Inc. | 858 | $232.8K | 0.01% | −307−26.4% | Reduced |
| 1832 Asset Management L.P. | 866 | $235.1K | 0.00% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 866 | $235.1K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 875 | $237.0K | 0.00% | −7−0.8% | Reduced |
| Anb Bank | 893 | $242.4K | 0.11% | +893 | New |
| Cresset Asset Management, LLC | 898 | $243.7K | 0.00% | −1,319−59.5% | Reduced |
| Ballentine Partners, LLC | 899 | $244.0K | 0.00% | +88+10.9% | Added |
| Blue Square Asset Management, LLC | 913 | $247.8K | 0.12% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 918 | $249.3K | 0.03% | 00.0% | Unchanged |
| Martingale Asset Management L P | 940 | $255.1K | 0.01% | +940 | New |
| Quantessence Capital LLC | 973 | $264.1K | 0.11% | +973 | New |
| Mayfair Advisory Group, LLC | 975 | $264.6K | 0.16% | −16−1.6% | Reduced |
| Jones Financial Companies LLLP | 981 | $266.2K | 0.00% | +609+163.7% | Added |
| Bryn Mawr Trust Co | 995 | $270.1K | 0.00% | −273−21.5% | Reduced |
| Kestra Advisory Services, LLC | 999 | $271.1K | 0.00% | +156+18.5% | Added |
| Ontario Teachers Pension Plan Board | 1,003 | $272.2K | 0.00% | +1,003 | New |
| Riverwater Partners LLC | 1,050 | $285.0K | 0.14% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,071 | $290.7K | 0.04% | −811−43.1% | Reduced |
| Wealth Alliance | 1,074 | $291.4K | 0.03% | −41−3.7% | Reduced |
| Brookstone Capital Management | 1,080 | $293.1K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,108 | $300.7K | 0.00% | +54+5.1% | Added |
| Vident Advisory, LLC | 1,111 | $301.7K | 0.01% | −5,918−84.2% | Reduced |
| Advisors Asset Management, Inc. | 1,123 | $304.8K | 0.01% | +480+74.7% | Added |
| Ibex Wealth Advisors | 1,125 | $305.5K | 0.04% | +1,125 | New |
| GAMMA Investing LLC | 1,128 | $306.2K | 0.03% | +146+14.9% | Added |
| Leavell Investment Management, Inc. | 1,129 | $306.4K | 0.02% | 00.0% | Unchanged |
| NDVR, Inc. | 1,135 | $308.1K | 0.29% | +70+6.6% | Added |
| Atria Wealth Solutions, Inc. | 1,148 | $311.7K | 0.00% | +338+41.7% | Added |
| Mercer Global Advisors Inc | 1,164 | $315.9K | 0.00% | +269+30.1% | Added |
| IFP Advisors, Inc | 1,164 | $315.9K | 0.01% | +77+7.1% | Added |
| Ifrah Financial Services, Inc. | 1,182 | $320.7K | 0.09% | −24−2.0% | Reduced |
| Quantbot Technologies LP | 1,197 | $324.9K | 0.01% | −408−25.4% | Reduced |
| Stratos Wealth Partners, LTD. | 1,240 | $336.6K | 0.00% | −69−5.3% | Reduced |
| Forum Financial Management, LP | 1,272 | $345.2K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 1,273 | $345.5K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 1,276 | $346.3K | 0.01% | −95−6.9% | Reduced |
| Taika Capital, LP | 1,285 | $348.8K | 0.27% | +1,285 | New |
| Colony Group, LLC | 1,316 | $357.4K | 0.00% | −156−10.6% | Reduced |
| KBC Group NV | 1,329 | $361.0K | 0.00% | +454+51.9% | Added |
| Vise Technologies, Inc. | 1,354 | $367.5K | 0.03% | +1,354 | New |
| Petros Family Wealth, LLC | 1,426 | $387.0K | 0.42% | +1,426 | New |
| XTX Topco Ltd | 1,431 | $388.4K | 0.03% | −3,047−68.0% | Reduced |
| Two Sigma Securities, LLC | 1,440 | $390.8K | 0.07% | +1,440 | New |
| Mutual Advisors, LLC | 1,394 | $402.5K | 0.01% | +136+10.8% | Added |
| Sherbrooke Park Advisers LLC | 1,488 | $403.9K | 0.13% | +1,488 | New |
| Great Valley Advisor Group, Inc. | 1,503 | $408.1K | 0.01% | +4+0.3% | Added |
| Assetmark, Inc | 1,518 | $412.0K | 0.00% | +57+3.9% | Added |
| PFW Advisors LLC | 1,521 | $412.8K | 0.13% | +1,521 | New |
| Bridges Investment Management Inc | 1,533 | $416.1K | 0.01% | 00.0% | Unchanged |
| Jain Global LLC | 1,547 | $419.9K | 0.01% | +1,547 | New |
| Captrust Financial Advisors | 1,553 | $421.5K | 0.00% | +140+9.9% | Added |
| ProShare Advisors LLC | 1,561 | $423.7K | 0.00% | +86+5.8% | Added |
| Radnor Capital Management, LLC | 1,600 | $434.0K | 0.07% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,605 | $435.5K | 0.12% | +103+6.9% | Added |
| Fifth Third Bancorp | 1,605 | $435.6K | 0.00% | −291−15.3% | Reduced |
| R Squared Ltd | 1,640 | $445.1K | 0.43% | +1,640 | New |
| Aigen Investment Management, LP | 1,649 | $447.6K | 0.08% | −1,162−41.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,686 | $457.6K | 0.02% | +224+15.3% | Added |
| Advisory Alpha, LLC | 1,752 | $475.7K | 0.02% | −14−0.8% | Reduced |
| Summit Trail Advisors, LLC | 1,764 | $478.8K | 0.02% | +185+11.7% | Added |
| Farther Finance Advisors, LLC | 1,769 | $480.1K | 0.02% | +1,368+341.1% | Added |
| Petrus Trust Company, LTA | 1,774 | $481.5K | 0.05% | −3,321−65.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,776 | $482.0K | 0.01% | +127+7.7% | Added |
| Argent Trust Co | 1,795 | $487.2K | 0.02% | +620+52.8% | Added |
| Boothbay Fund Management, LLC | 1,797 | $487.7K | 0.02% | +909+102.4% | Added |
| Maryland State Retirement & Pension System | 1,798 | $488.0K | 0.01% | −176−8.9% | Reduced |
| Utah Retirement Systems | 1,800 | $488.6K | 0.01% | −100−5.3% | Reduced |