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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, Q1 2025

Institutional positions in Primerica, Inc. as of Mar 31, 2025. 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
512
+29 vs. Q4 2024
Shares held
31.1M
+834.3K (+2.8%) vs. Q4 2024
Total value
$8.74B
+$534.1M (+6.5%) vs. Q4 2024
New holders
73
180 more added
Sold out
44
172 more reduced

8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 512 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 heldQ1 2025: $8.74B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q4 2024.

Institutions holding PRI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth3$00.00%+3New
Principia Wealth Advisory, LLC1$2630.00%−1−50.0%Reduced
Bay Harbor Wealth Management, LLC1$2840.00%+1New
Rothschild Investment LLC1$2850.00%00.0%Unchanged
SBI Securities Co., Ltd.1$2850.00%00.0%Unchanged
CoreCap Advisors, LLC1$2850.00%00.0%Unchanged
South State Corp.1$2850.00%+1New
TFC Financial Management1$2850.00%+1New
HFM Investment Advisors, LLC1$2850.00%+1New
Parkworth Wealth Management, Inc.2$5690.00%00.0%Unchanged
Perkins Coie Trust Co2$5690.00%+2New
CVA Family Office, LLC2$5690.00%+2New
Bare Financial Services, Inc2$5690.00%+2New
Central Trust Co3$8540.00%00.0%Unchanged
Creative Financial Designs Inc3$8540.00%+3New
Manchester Capital Management LLC4$1.14K0.00%+1+33.3%Added
Glen Eagle Advisors, LLC4$1.15K0.00%00.0%Unchanged
Sachetta, LLC5$1.42K0.00%00.0%Unchanged
WPG Advisers, LLC5$1.42K0.00%+5New
Valued Wealth Advisors LLC5$1.43K0.00%00.0%Unchanged
S&T Bank6$1.71K0.00%+6New
Sound Income Strategies, LLC6$1.75K0.00%00.0%Unchanged
First Horizon Advisors, Inc.7$1.99K0.00%00.0%Unchanged
First Pacific Financial7$1.99K0.00%+7New
Bruce G. Allen Investments, LLC8$2.28K0.00%00.0%Unchanged
Global Financial Private Client, LLC8$2.28K0.00%+5+166.7%Added
National Bank of Canada8$2.28K0.00%+8New
Rialto Wealth Management, LLC8$2.28K0.00%+8New
Harbour Investments, Inc.9$2.56K0.00%00.0%Unchanged
Horizon Investments, LLC9$2.56K0.00%00.0%Unchanged
Financial Management Professionals, Inc.9$2.56K0.00%00.0%Unchanged
Bell Investment Advisors, Inc9$2.56K0.00%00.0%Unchanged
SJS Investment Consulting Inc.9$2.56K0.00%00.0%Unchanged
NewSquare Capital LLC9$2.56K0.00%+7+350.0%Added
Hexagon Capital Partners LLC11$3.13K0.00%−6−35.3%Reduced
DiNuzzo Private Wealth, Inc.12$3.42K0.00%+1+9.1%Added
Oakworth Capital, Inc.13$3.70K0.00%+13New
Westside Investment Management, Inc.13$3.74K0.00%00.0%Unchanged
Whipplewood Advisors, LLC46$3.98K0.00%+32+228.6%Added
MPWM Advisory Solutions, LLC14$3.98K0.00%00.0%Unchanged
High Note Wealth, LLC16$4.55K0.00%00.0%Unchanged
Atlantic Trust, LLC16$4.55K0.00%+16New
TD Capital Management LLC16$4.58K0.00%00.0%Unchanged
Hantz Financial Services, Inc.19$5.00K0.00%+19New
Bogart Wealth, LLC23$6.54K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc24$6.83K0.00%+10+71.4%Added
Kestra Investment Management, LLC25$7.11K0.00%+25New
Brown Brothers Harriman & Co30$8.54K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC30$8.54K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC34$10.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC37$10.5K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC38$10.8K0.00%00.0%Unchanged
Bullock Wealth Management Group40$11.5K0.01%00.0%Unchanged
Anchor Investment Management, LLC50$14.2K0.00%00.0%Unchanged
Promethos Capital, LLC50$14.2K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC50$14.2K0.01%00.0%Unchanged
Rise Advisors, LLC61$17.5K0.01%−30−33.0%Reduced
Wayfinding Financial, LLC66$18.0K0.01%+66New
Thurston, Springer, Miller, Herd & Titak, Inc.65$18.5K0.00%+65New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.70$19.9K0.00%00.0%Unchanged
AdvisorNet Financial, Inc71$20.2K0.00%+71New
Principal Securities, Inc.75$20.4K0.00%00.0%Unchanged
Smartleaf Asset Management LLC79$22.4K0.00%+21+36.2%Added
UMA Financial Services, Inc.80$22.8K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.81$23.0K0.00%00.0%Unchanged
Skopos Labs, Inc.81$23.0K0.00%+6+8.0%Added
Massmutual Trust Co FSB85$24.2K0.00%00.0%Unchanged
MAI Capital Management87$24.8K0.00%−9−9.4%Reduced
Bartlett & Co. Wealth Management LLC88$25.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC90$25.6K0.00%+90Added
Optiver Holding B.V.92$26.2K0.00%+92New
Covestor Ltd93$27.0K0.02%00.0%Unchanged
Parkside Financial Bank & Trust100$28.5K0.00%−4−3.8%Reduced
Quent Capital, LLC102$29.0K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd103$29.3K0.02%00.0%Unchanged
True Wealth Design, LLC111$31.6K0.01%+13+13.3%Added
V-Square Quantitative Management LLC116$33.0K0.00%00.0%Unchanged
Private Trust Co NA118$33.6K0.00%+4+3.5%Added
Golden State Wealth Management, LLC123$35.0K0.01%00.0%Unchanged
ORG Partners LLC126$36.3K0.01%00.0%Unchanged
Larson Financial Group LLC140$39.7K0.00%+1+0.7%Added
SRS Capital Advisors, Inc.156$44.4K0.00%+122+358.8%Added
Point72 Asia (Singapore) Pte. Ltd.163$46.5K0.01%−2,344−93.5%Reduced
Caitong International Asset Management Co., Ltd167$47.5K0.04%−7−4.0%Reduced
Headlands Technologies LLC168$47.8K0.01%+161+2,300.0%Added
Quarry LP169$48.1K0.01%−558−76.8%Reduced
EverSource Wealth Advisors, LLC180$51.2K0.00%+54+42.9%Added
Federation des caisses Desjardins du Quebec182$51.8K0.00%+35+23.8%Added
Nomura Asset Management Co Ltd190$54.1K0.00%00.0%Unchanged
Lindbrook Capital, LLC194$55.2K0.01%+122+169.4%Added
Bokf, NA200$56.9K0.00%−50−20.0%Reduced
Hemington Wealth Management221$62.0K0.01%+17+8.3%Added
Clear Street Markets LLC224$63.7K0.04%+224New
Compass Wealth Management LLC256$72.8K0.02%00.0%Unchanged
Geneos Wealth Management Inc.263$74.8K0.00%+177+205.8%Added
HM Payson & Co277$78.8K0.00%−528−65.6%Reduced
Bessemer Group Inc291$83.0K0.00%+37+14.6%Added
City State Bank294$83.7K0.03%00.0%Unchanged
PEAK6 LLC295$84.1K0.00%+295New
Allworth Financial LP323$85.1K0.00%−8−2.4%Reduced