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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 586 | $166.5K | 0.00% | −15−2.5% | Reduced |
| Ronald Blue Trust, Inc. | 503 | $143.1K | 0.00% | +72+16.7% | Added |
| Signaturefd, LLC | 494 | $140.6K | 0.00% | −1−0.2% | Reduced |
| Point72 (DIFC) Ltd | 489 | $139.2K | 0.01% | −2,065−80.9% | Reduced |
| Umb Bank N A | 454 | $129.2K | 0.00% | +214+89.2% | Added |
| Whittier Trust Co of Nevada Inc | 435 | $123.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 425 | $120.9K | 0.02% | +324+320.8% | Added |
| TD Private Client Wealth LLC | 421 | $119.8K | 0.00% | +56+15.3% | Added |
| GWM Advisors LLC | 396 | $112.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 361 | $103.0K | 0.00% | −30−7.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 350 | $99.6K | 0.00% | −48−12.1% | Reduced |
| Parallel Advisors, LLC | 307 | $87.4K | 0.00% | +65+26.9% | Added |
| Allworth Financial LP | 323 | $85.1K | 0.00% | −8−2.4% | Reduced |
| PEAK6 LLC | 295 | $84.1K | 0.00% | +295 | New |
| City State Bank | 294 | $83.7K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 291 | $83.0K | 0.00% | +37+14.6% | Added |
| HM Payson & Co | 277 | $78.8K | 0.00% | −528−65.6% | Reduced |
| Geneos Wealth Management Inc. | 263 | $74.8K | 0.00% | +177+205.8% | Added |
| Compass Wealth Management LLC | 256 | $72.8K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 224 | $63.7K | 0.04% | +224 | New |
| Hemington Wealth Management | 221 | $62.0K | 0.01% | +17+8.3% | Added |
| Bokf, NA | 200 | $56.9K | 0.00% | −50−20.0% | Reduced |
| Lindbrook Capital, LLC | 194 | $55.2K | 0.01% | +122+169.4% | Added |
| Nomura Asset Management Co Ltd | 190 | $54.1K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 182 | $51.8K | 0.00% | +35+23.8% | Added |
| EverSource Wealth Advisors, LLC | 180 | $51.2K | 0.00% | +54+42.9% | Added |
| Quarry LP | 169 | $48.1K | 0.01% | −558−76.8% | Reduced |
| Headlands Technologies LLC | 168 | $47.8K | 0.01% | +161+2,300.0% | Added |
| Caitong International Asset Management Co., Ltd | 167 | $47.5K | 0.04% | −7−4.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 163 | $46.5K | 0.01% | −2,344−93.5% | Reduced |
| SRS Capital Advisors, Inc. | 156 | $44.4K | 0.00% | +122+358.8% | Added |
| Larson Financial Group LLC | 140 | $39.7K | 0.00% | +1+0.7% | Added |
| ORG Partners LLC | 126 | $36.3K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 123 | $35.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 118 | $33.6K | 0.00% | +4+3.5% | Added |
| V-Square Quantitative Management LLC | 116 | $33.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 111 | $31.6K | 0.01% | +13+13.3% | Added |
| C M Bidwell & Associates Ltd | 103 | $29.3K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 102 | $29.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $28.5K | 0.00% | −4−3.8% | Reduced |
| Covestor Ltd | 93 | $27.0K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 92 | $26.2K | 0.00% | +92 | New |
| Clearstead Advisors, LLC | 90 | $25.6K | 0.00% | +90 | Added |
| Bartlett & Co. Wealth Management LLC | 88 | $25.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 87 | $24.8K | 0.00% | −9−9.4% | Reduced |
| Massmutual Trust Co FSB | 85 | $24.2K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 81 | $23.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 81 | $23.0K | 0.00% | +6+8.0% | Added |
| UMA Financial Services, Inc. | 80 | $22.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 79 | $22.4K | 0.00% | +21+36.2% | Added |
| Principal Securities, Inc. | 75 | $20.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 71 | $20.2K | 0.00% | +71 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70 | $19.9K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 65 | $18.5K | 0.00% | +65 | New |
| Wayfinding Financial, LLC | 66 | $18.0K | 0.01% | +66 | New |
| Rise Advisors, LLC | 61 | $17.5K | 0.01% | −30−33.0% | Reduced |
| Anchor Investment Management, LLC | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 50 | $14.2K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $14.2K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 40 | $11.5K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $10.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $10.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 30 | $8.54K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 30 | $8.54K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 25 | $7.11K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 24 | $6.83K | 0.00% | +10+71.4% | Added |
| Bogart Wealth, LLC | 23 | $6.54K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 19 | $5.00K | 0.00% | +19 | New |
| TD Capital Management LLC | 16 | $4.58K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 16 | $4.55K | 0.00% | +16 | New |
| High Note Wealth, LLC | 16 | $4.55K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 46 | $3.98K | 0.00% | +32+228.6% | Added |
| MPWM Advisory Solutions, LLC | 14 | $3.98K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 13 | $3.74K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 13 | $3.70K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $3.42K | 0.00% | +1+9.1% | Added |
| Hexagon Capital Partners LLC | 11 | $3.13K | 0.00% | −6−35.3% | Reduced |
| Harbour Investments, Inc. | 9 | $2.56K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 9 | $2.56K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $2.56K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $2.56K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $2.56K | 0.00% | +7+350.0% | Added |
| National Bank of Canada | 8 | $2.28K | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $2.28K | 0.00% | +8 | New |
| Bruce G. Allen Investments, LLC | 8 | $2.28K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $2.28K | 0.00% | +5+166.7% | Added |
| First Horizon Advisors, Inc. | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 7 | $1.99K | 0.00% | +7 | New |
| Sound Income Strategies, LLC | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 6 | $1.71K | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $1.42K | 0.00% | +5 | New |
| Glen Eagle Advisors, LLC | 4 | $1.15K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $1.14K | 0.00% | +1+33.3% | Added |
| Central Trust Co | 3 | $854 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $854 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 2 | $569 | 0.00% | 00.0% | Unchanged |