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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 1,686 | $457.6K | 0.02% | +224+15.3% | Added |
| Aigen Investment Management, LP | 1,649 | $447.6K | 0.08% | −1,162−41.3% | Reduced |
| R Squared Ltd | 1,640 | $445.1K | 0.43% | +1,640 | New |
| Fifth Third Bancorp | 1,605 | $435.6K | 0.00% | −291−15.3% | Reduced |
| Seeds Investor LLC | 1,605 | $435.5K | 0.12% | +103+6.9% | Added |
| Radnor Capital Management, LLC | 1,600 | $434.0K | 0.07% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,561 | $423.7K | 0.00% | +86+5.8% | Added |
| Captrust Financial Advisors | 1,553 | $421.5K | 0.00% | +140+9.9% | Added |
| Jain Global LLC | 1,547 | $419.9K | 0.01% | +1,547 | New |
| Bridges Investment Management Inc | 1,533 | $416.1K | 0.01% | 00.0% | Unchanged |
| PFW Advisors LLC | 1,521 | $412.8K | 0.13% | +1,521 | New |
| Assetmark, Inc | 1,518 | $412.0K | 0.00% | +57+3.9% | Added |
| Great Valley Advisor Group, Inc. | 1,503 | $408.1K | 0.01% | +4+0.3% | Added |
| Sherbrooke Park Advisers LLC | 1,488 | $403.9K | 0.13% | +1,488 | New |
| Mutual Advisors, LLC | 1,394 | $402.5K | 0.01% | +136+10.8% | Added |
| Two Sigma Securities, LLC | 1,440 | $390.8K | 0.07% | +1,440 | New |
| XTX Topco Ltd | 1,431 | $388.4K | 0.03% | −3,047−68.0% | Reduced |
| Petros Family Wealth, LLC | 1,426 | $387.0K | 0.42% | +1,426 | New |
| Vise Technologies, Inc. | 1,354 | $367.5K | 0.03% | +1,354 | New |
| KBC Group NV | 1,329 | $361.0K | 0.00% | +454+51.9% | Added |
| Colony Group, LLC | 1,316 | $357.4K | 0.00% | −156−10.6% | Reduced |
| Taika Capital, LP | 1,285 | $348.8K | 0.27% | +1,285 | New |
| Shelton Capital Management | 1,276 | $346.3K | 0.01% | −95−6.9% | Reduced |
| Pitcairn Co | 1,273 | $345.5K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,272 | $345.2K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,240 | $336.6K | 0.00% | −69−5.3% | Reduced |
| Quantbot Technologies LP | 1,197 | $324.9K | 0.01% | −408−25.4% | Reduced |
| Ifrah Financial Services, Inc. | 1,182 | $320.7K | 0.09% | −24−2.0% | Reduced |
| IFP Advisors, Inc | 1,164 | $315.9K | 0.01% | +77+7.1% | Added |
| Mercer Global Advisors Inc | 1,164 | $315.9K | 0.00% | +269+30.1% | Added |
| Atria Wealth Solutions, Inc. | 1,148 | $311.7K | 0.00% | +338+41.7% | Added |
| NDVR, Inc. | 1,135 | $308.1K | 0.29% | +70+6.6% | Added |
| Leavell Investment Management, Inc. | 1,129 | $306.4K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,128 | $306.2K | 0.03% | +146+14.9% | Added |
| Ibex Wealth Advisors | 1,125 | $305.5K | 0.04% | +1,125 | New |
| Advisors Asset Management, Inc. | 1,123 | $304.8K | 0.01% | +480+74.7% | Added |
| Vident Advisory, LLC | 1,111 | $301.7K | 0.01% | −5,918−84.2% | Reduced |
| CIBC Asset Management Inc | 1,108 | $300.7K | 0.00% | +54+5.1% | Added |
| Brookstone Capital Management | 1,080 | $293.1K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 1,074 | $291.4K | 0.03% | −41−3.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,071 | $290.7K | 0.04% | −811−43.1% | Reduced |
| Riverwater Partners LLC | 1,050 | $285.0K | 0.14% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 1,003 | $272.2K | 0.00% | +1,003 | New |
| Kestra Advisory Services, LLC | 999 | $271.1K | 0.00% | +156+18.5% | Added |
| Bryn Mawr Trust Co | 995 | $270.1K | 0.00% | −273−21.5% | Reduced |
| Jones Financial Companies LLLP | 981 | $266.2K | 0.00% | +609+163.7% | Added |
| Mayfair Advisory Group, LLC | 975 | $264.6K | 0.16% | −16−1.6% | Reduced |
| Quantessence Capital LLC | 973 | $264.1K | 0.11% | +973 | New |
| Martingale Asset Management L P | 940 | $255.1K | 0.01% | +940 | New |
| Institute for Wealth Management, LLC. | 918 | $249.3K | 0.03% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 913 | $247.8K | 0.12% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 899 | $244.0K | 0.00% | +88+10.9% | Added |
| Cresset Asset Management, LLC | 898 | $243.7K | 0.00% | −1,319−59.5% | Reduced |
| Anb Bank | 893 | $242.4K | 0.11% | +893 | New |
| MML Investors Services, LLC | 875 | $237.0K | 0.00% | −7−0.8% | 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 |
| National Asset Management, Inc. | 858 | $232.8K | 0.01% | −307−26.4% | Reduced |
| Axxcess Wealth Management, LLC | 844 | $229.1K | 0.01% | +10+1.2% | Added |
| Everence Capital Management Inc | 840 | $228.0K | 0.01% | +840 | New |
| IFC Advisors LLC | 837 | $227.2K | 0.05% | +837 | New |
| CIBC Private Wealth Group, LLC | 813 | $226.4K | 0.00% | +78+10.6% | Added |
| Sugarloaf Wealth Management, LLC | 831 | $225.6K | 0.04% | −31−3.6% | Reduced |
| Profund Advisors LLC | 826 | $224.2K | 0.01% | −149−15.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 814 | $220.9K | 0.01% | −18−2.2% | Reduced |
| HM Payson & Co | 805 | $218.5K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 749 | $217.4K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 801 | $217.4K | 0.02% | +801 | New |
| Applied Finance Capital Management, LLC | 797 | $216.3K | 0.01% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 796 | $216.1K | 0.01% | +22+2.8% | Added |
| Hamilton Capital Partners Inc. | 792 | $215.0K | 0.02% | +24+3.1% | Added |
| Gator Capital Management, LLC | 790 | $214.4K | 0.08% | +790 | New |
| SlateStone Wealth, LLC | 780 | $212.0K | 0.02% | +1+0.1% | Added |
| Congress Wealth Management LLC | 777 | $211.2K | 0.00% | −10−1.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 769 | $208.7K | 0.01% | 00.0% | Unchanged |
| Forthright Family Wealth Advisory LLC | 763 | $207.1K | 0.13% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 762 | $206.8K | 0.00% | −18−2.3% | Reduced |
| Fullcircle Wealth LLC | 725 | $206.0K | 0.08% | +725 | New |
| Evergreen Capital Management LLC | 758 | $205.7K | 0.01% | +758 | New |
| Quarry LP | 727 | $197.3K | 0.04% | +377+107.7% | Added |
| United Community Bank | 715 | $194.1K | 0.08% | −5−0.7% | Reduced |
| US Bancorp | 686 | $186.2K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 659 | $178.9K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 654 | $177.5K | 0.00% | −3,017−82.2% | Reduced |
| TD Waterhouse Canada Inc. | 603 | $163.7K | 0.00% | −15−2.4% | Reduced |
| Huntington National Bank | 601 | $162.9K | 0.00% | −29−4.6% | Reduced |
| Signaturefd, LLC | 495 | $134.4K | 0.00% | +5+1.0% | Added |
| Quadrant Capital Group LLC | 481 | $130.6K | 0.01% | +19+4.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 439 | $119.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 435 | $118.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 431 | $117.0K | 0.00% | −236−35.4% | Reduced |
| Eagle Bay Advisors LLC | 414 | $112.2K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 398 | $108.0K | 0.00% | +11+2.8% | Added |
| GWM Advisors LLC | 396 | $107.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 391 | $106.0K | 0.00% | −282−41.9% | Reduced |
| Daiwa Securities Group Inc. | 380 | $103.0K | 0.00% | +380 | New |
| TD Private Client Wealth LLC | 365 | $99.1K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 363 | $98.5K | 0.04% | +363 | New |
| Allworth Financial LP | 331 | $97.0K | 0.00% | +71+27.3% | Added |
| City State Bank | 294 | $79.8K | 0.03% | −24−7.5% | Reduced |