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, Q2 2025
Institutional positions in Primerica, Inc. as of Jun 30, 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
- 519
- +10 vs. Q1 2025
- Shares held
- 30.5M
- −616.0K (−2.0%) vs. Q1 2025
- Total value
- $8.33B
- −$408.3M (−4.7%) vs. Q1 2025
- New holders
- 62
- 187 more added
- Sold out
- 52
- 179 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust | 278 | $76.1K | 0.02% | +278 | New |
| City State Bank | 294 | $80.5K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 299 | $82.0K | 0.00% | −62−17.2% | Reduced |
| EverSource Wealth Advisors, LLC | 310 | $84.8K | 0.00% | +130+72.2% | Added |
| Allworth Financial LP | 315 | $86.2K | 0.00% | −8−2.5% | Reduced |
| GeoWealth Management, LLC | 317 | $86.8K | 0.00% | +317 | New |
| Quarry LP | 324 | $88.7K | 0.02% | +155+91.7% | Added |
| Geneos Wealth Management Inc. | 327 | $89.5K | 0.00% | +64+24.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 330 | $90.0K | 0.00% | +330 | New |
| Northwestern Mutual Wealth Management Co | 348 | $95.2K | 0.00% | −2−0.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 377 | $103.2K | 0.00% | −1,014−72.9% | Reduced |
| GWM Advisors LLC | 396 | $108.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 429 | $117.4K | 0.00% | −25−5.5% | Reduced |
| TD Private Client Wealth LLC | 433 | $118.5K | 0.00% | +12+2.9% | Added |
| Whittier Trust Co of Nevada Inc | 435 | $119.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 458 | $125.3K | 0.00% | +163+55.3% | Added |
| Signaturefd, LLC | 502 | $137.3K | 0.00% | +8+1.6% | Added |
| Ronald Blue Trust, Inc. | 582 | $159.3K | 0.00% | +79+15.7% | Added |
| Point72 (DIFC) Ltd | 613 | $167.8K | 0.01% | +124+25.4% | Added |
| Huntington National Bank | 620 | $169.4K | 0.00% | +34+5.8% | Added |
| Mount Yale Investment Advisors, LLC | 631 | $172.7K | 0.01% | +631 | New |
| US Bancorp | 644 | $176.2K | 0.00% | −76−10.6% | Reduced |
| Atlas Capital Advisors LLC | 659 | $180.3K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 715 | $195.7K | 0.07% | +5+0.7% | Added |
| TD Waterhouse Canada Inc. | 704 | $195.8K | 0.00% | −1,533−68.5% | Reduced |
| X-Square Capital, LLC | 735 | $201.0K | 0.07% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 739 | $202.2K | 0.00% | +8+1.1% | Added |
| Manchester Capital Management LLC | 741 | $202.8K | 0.03% | +737+18,425.0% | Added |
| Profund Advisors LLC | 762 | $208.5K | 0.01% | −53−6.5% | Reduced |
| Forthright Family Wealth Advisory LLC | 763 | $208.8K | 0.13% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 770 | $210.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 774 | $211.8K | 0.01% | +2+0.3% | Added |
| SlateStone Wealth, LLC | 782 | $214.0K | 0.02% | +1+0.1% | Added |
| Summit Trail Advisors, LLC | 784 | $214.6K | 0.00% | −1,056−57.4% | Reduced |
| Ascent Group, LLC | 785 | $214.8K | 0.01% | +54+7.4% | Added |
| Gator Capital Management, LLC | 790 | $216.2K | 0.07% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 792 | $216.7K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 795 | $217.6K | 0.00% | +795 | New |
| GPS Wealth Strategies Group, LLC | 796 | $217.8K | 0.03% | −28−3.4% | Reduced |
| Axxcess Wealth Management, LLC | 799 | $218.7K | 0.01% | −47−5.6% | Reduced |
| AE Wealth Management LLC | 802 | $219.6K | 0.00% | +5+0.6% | Added |
| Legacy Capital Group California, Inc. | 814 | $222.8K | 0.06% | +814 | New |
| Full Sail Capital, LLC | 820 | $224.4K | 0.01% | +39+5.0% | Added |
| National Asset Management, Inc. | 823 | $225.2K | 0.01% | +34+4.3% | Added |
| denkapparat Operations GmbH | 832 | $227.7K | 0.18% | +100+13.7% | Added |
| 1832 Asset Management L.P. | 836 | $228.8K | 0.00% | −30−3.5% | Reduced |
| Applied Finance Capital Management, LLC | 839 | $229.6K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 848 | $232.1K | 0.00% | +848 | New |
| Burns Matteson Capital Management, LLC | 849 | $232.3K | 0.11% | +849 | New |
| Swiss Life Asset Management Ltd | 855 | $234.0K | 0.00% | +855 | New |
| HBW Advisory Services LLC | 866 | $237.0K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 886 | $242.0K | 0.00% | −519−36.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 884 | $242.0K | 0.01% | −297−25.1% | Reduced |
| Kestra Advisory Services, LLC | 893 | $244.3K | 0.00% | +15+1.7% | Added |
| Tower Research Capital LLC (TRC) | 893 | $244.4K | 0.01% | −1,348−60.2% | Reduced |
| Prelude Capital Management, LLC | 899 | $246.0K | 0.02% | −89−9.0% | Reduced |
| Fullcircle Wealth LLC | 931 | $247.1K | 0.09% | +91+10.8% | Added |
| Gallacher Capital Management LLC | 910 | $249.0K | 0.12% | +910 | New |
| Blue Square Asset Management, LLC | 913 | $249.9K | 0.12% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 915 | $250.4K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 922 | $252.4K | 0.03% | +3+0.3% | Added |
| Congress Wealth Management LLC | 924 | $253.1K | 0.00% | +68+7.9% | Added |
| Martingale Asset Management L P | 940 | $257.3K | 0.01% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 976 | $267.1K | 0.01% | +976 | New |
| PharVision Advisers, LLC | 982 | $268.7K | 0.39% | +982 | New |
| Bryn Mawr Trust Co | 985 | $269.6K | 0.00% | −4−0.4% | Reduced |
| Mayfair Advisory Group, LLC | 1,058 | $272.8K | 0.13% | +6+0.6% | Added |
| Riverwater Partners LLC | 1,004 | $274.8K | 0.13% | +4+0.4% | Added |
| Pitcairn Co | 1,006 | $275.3K | 0.02% | −265−20.8% | Reduced |
| Baird Financial Group, Inc. | 1,012 | $277.0K | 0.00% | +1,012 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,025 | $280.5K | 0.02% | +1,025 | New |
| Benjamin Edwards Inc | 1,035 | $283.4K | 0.00% | +311+43.0% | Added |
| IFC Advisors LLC | 1,053 | $288.2K | 0.05% | −7−0.7% | Reduced |
| Keebeck Alpha, LP | 1,061 | $290.4K | 0.47% | +40+3.9% | Added |
| Ifrah Financial Services, Inc. | 1,065 | $291.5K | 0.08% | −12−1.1% | Reduced |
| Wealth Alliance | 1,081 | $295.8K | 0.03% | +25+2.4% | Added |
| Brookstone Capital Management | 1,084 | $296.7K | 0.00% | 00.0% | Unchanged |
| NDVR, Inc. | 1,098 | $300.5K | 0.28% | +14+1.3% | Added |
| CIBC Asset Management Inc | 1,129 | $309.0K | 0.00% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,169 | $319.9K | 0.01% | −123−9.5% | Reduced |
| Forum Financial Management, LP | 1,177 | $322.1K | 0.00% | +2+0.2% | Added |
| Colony Group, LLC | 1,182 | $323.5K | 0.00% | −216−15.5% | Reduced |
| Shelton Capital Management | 1,198 | $327.9K | 0.01% | 00.0% | Unchanged |
| Jain Global LLC | 1,213 | $332.0K | 0.01% | +1,213 | New |
| Machina Capital S.A.S. | 1,231 | $336.9K | 0.07% | −313−20.3% | Reduced |
| Atria Wealth Solutions, Inc. | 1,259 | $344.7K | 0.01% | +82+7.0% | Added |
| GAMMA Investing LLC | 1,276 | $349.2K | 0.02% | −282−18.1% | Reduced |
| IFP Advisors, Inc | 1,284 | $351.4K | 0.01% | +22+1.7% | Added |
| Commerce Bank | 1,299 | $355.5K | 0.00% | −8,922−87.3% | Reduced |
| Parkside Financial Bank & Trust | 1,299 | $355.5K | 0.04% | +1,199+1,199.0% | Added |
| Klingman & Associates, LLC | 1,322 | $361.8K | 0.02% | +1,322 | New |
| Versor Investments LP | 1,332 | $364.5K | 0.06% | +382+40.2% | Added |
| Advisors Asset Management, Inc. | 1,382 | $378.2K | 0.01% | +24+1.8% | Added |
| CIBC Private Wealth Group, LLC | 1,396 | $382.0K | 0.00% | +324+30.2% | Added |
| HB Wealth Management, LLC | 1,409 | $385.6K | 0.00% | −679−32.5% | Reduced |
| Captrust Financial Advisors | 1,412 | $386.4K | 0.00% | −806−36.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,445 | $395.0K | 0.00% | −440−23.3% | Reduced |
| Capstone Investment Advisors, LLC | 1,450 | $396.8K | 0.00% | +1,450 | New |
| Seeds Investor LLC | 1,456 | $398.5K | 0.09% | −175−10.7% | Reduced |
| ProShare Advisors LLC | 1,457 | $398.7K | 0.00% | +35+2.5% | Added |