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, Q3 2025
Institutional positions in Primerica, Inc. as of Sep 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
- 499
- −14 vs. Q2 2025
- Shares held
- 30.0M
- −457.3K (−1.5%) vs. Q2 2025
- Total value
- $8.31B
- −$18.8M (−0.2%) vs. Q2 2025
- New holders
- 51
- 173 more added
- Sold out
- 65
- 186 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co | 341 | $95.1K | 0.00% | +341 | New |
| GWM Advisors LLC | 374 | $103.8K | 0.00% | −22−5.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 377 | $104.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 420 | $117.0K | 0.06% | +185+78.7% | Added |
| GPS Wealth Strategies Group, LLC | 429 | $119.1K | 0.01% | −367−46.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 435 | $121.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 444 | $123.3K | 0.00% | +15+3.5% | Added |
| Huntington National Bank | 460 | $127.5K | 0.00% | −160−25.8% | Reduced |
| Allworth Financial LP | 460 | $127.7K | 0.00% | +145+46.0% | Added |
| Signaturefd, LLC | 490 | $136.0K | 0.00% | −12−2.4% | Reduced |
| Advisory Services Network, LLC | 500 | $138.8K | 0.00% | +500 | New |
| TD Private Client Wealth LLC | 516 | $143.2K | 0.00% | +83+19.2% | Added |
| Northwestern Mutual Wealth Management Co | 552 | $153.2K | 0.00% | +204+58.6% | Added |
| Quarry LP | 564 | $156.6K | 0.04% | +240+74.1% | Added |
| Ronald Blue Trust, Inc. | 587 | $162.9K | 0.00% | +5+0.9% | Added |
| Bryn Mawr Trust Co | 598 | $166.0K | 0.00% | −387−39.3% | Reduced |
| EverSource Wealth Advisors, LLC | 598 | $166.0K | 0.01% | +288+92.9% | Added |
| Brown Brothers Harriman & Co | 603 | $167.4K | 0.00% | +449+291.6% | Added |
| TD Waterhouse Canada Inc. | 710 | $196.5K | 0.00% | +6+0.9% | Added |
| Beacon Pointe Advisors, LLC | 722 | $200.4K | 0.00% | +722 | New |
| Polymer Capital Management (HK) LTD | 728 | $202.1K | 0.03% | +728 | New |
| X-Square Capital, LLC | 735 | $204.0K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 741 | $205.7K | 0.00% | +97+15.1% | Added |
| Lido Advisors, LLC | 746 | $207.1K | 0.00% | −49−6.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 753 | $209.0K | 0.01% | −39−4.9% | Reduced |
| National Asset Management, Inc. | 754 | $209.3K | 0.01% | −69−8.4% | Reduced |
| Profund Advisors LLC | 757 | $210.1K | 0.01% | −5−0.7% | Reduced |
| Crestwood Advisors Group LLC | 757 | $210.1K | 0.00% | +757 | New |
| Forthright Family Wealth Advisory LLC | 763 | $211.8K | 0.13% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 770 | $213.7K | 0.01% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 784 | $217.0K | 0.02% | +2+0.3% | Added |
| Fifth Third Wealth Advisors LLC | 787 | $218.5K | 0.01% | +13+1.7% | Added |
| STRS Ohio | 788 | $218.7K | 0.00% | −5,760−88.0% | Reduced |
| Gator Capital Management, LLC | 790 | $219.3K | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 793 | $220.1K | 0.01% | +793 | New |
| Merit Financial Group, LLC | 794 | $220.4K | 0.00% | +794 | New |
| Axxcess Wealth Management, LLC | 795 | $220.7K | 0.00% | −4−0.5% | Reduced |
| Aigen Investment Management, LP | 798 | $221.5K | 0.03% | +798 | New |
| Brighton Jones LLC | 799 | $221.8K | 0.01% | +799 | New |
| AE Wealth Management LLC | 811 | $225.4K | 0.00% | +9+1.1% | Added |
| Citizens Financial Group Inc | 830 | $230.4K | 0.00% | +91+12.3% | Added |
| denkapparat Operations GmbH | 832 | $231.0K | 0.15% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 836 | $232.1K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 836 | $232.1K | 0.01% | +51+6.5% | Added |
| Full Sail Capital, LLC | 849 | $235.7K | 0.01% | +29+3.5% | Added |
| Tower Research Capital LLC (TRC) | 858 | $238.2K | 0.01% | −35−3.9% | Reduced |
| United Community Bank | 859 | $238.4K | 0.07% | +144+20.1% | Added |
| HBW Advisory Services LLC | 866 | $240.4K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 870 | $241.5K | 0.00% | −23−2.6% | Reduced |
| KBC Group NV | 886 | $246.0K | 0.00% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 890 | $247.1K | 0.01% | −279−23.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 898 | $249.4K | 0.01% | +14+1.6% | Added |
| Verition Fund Management LLC | 899 | $249.6K | 0.00% | −1,691−65.3% | Reduced |
| Ballentine Partners, LLC | 902 | $250.4K | 0.00% | −13−1.4% | Reduced |
| Fullcircle Wealth LLC | 970 | $252.6K | 0.09% | +39+4.2% | Added |
| Blue Square Asset Management, LLC | 913 | $253.4K | 0.11% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 913 | $253.4K | 0.02% | +913 | New |
| Pitcairn Co | 944 | $262.0K | 0.02% | −62−6.2% | Reduced |
| Klingman & Associates, LLC | 964 | $267.6K | 0.01% | −358−27.1% | Reduced |
| Snowden Capital Advisors LLC | 984 | $273.3K | 0.01% | +984 | New |
| Pallas Capital Advisors LLC | 997 | $276.8K | 0.01% | +997 | New |
| Fort Washington Investment Advisors Inc | 1,005 | $279.0K | 0.00% | +1,005 | New |
| Institute for Wealth Management, LLC. | 1,007 | $279.5K | 0.03% | +85+9.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,025 | $284.5K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,032 | $286.6K | 0.01% | +1,032 | New |
| MML Investors Services, LLC | 1,037 | $287.9K | 0.00% | −2,430−70.1% | Reduced |
| Mayfair Advisory Group, LLC | 1,058 | $293.7K | 0.13% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 1,058 | $293.7K | 0.08% | −7−0.7% | Reduced |
| IFC Advisors LLC | 1,060 | $294.2K | 0.05% | +7+0.7% | Added |
| Colony Group, LLC | 1,065 | $295.5K | 0.00% | −117−9.9% | Reduced |
| Wealth Alliance | 1,075 | $298.4K | 0.03% | −6−0.6% | Reduced |
| NDVR, Inc. | 1,075 | $298.4K | 0.25% | −23−2.1% | Reduced |
| Brookstone Capital Management | 1,084 | $300.9K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,085 | $301.0K | 0.03% | −1,435−56.9% | Reduced |
| Stephens Inc | 1,095 | $303.9K | 0.00% | +1,095 | New |
| Advisors Asset Management, Inc. | 1,112 | $308.7K | 0.01% | −270−19.5% | Reduced |
| CIBC Asset Management Inc | 1,129 | $313.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,131 | $314.0K | 0.01% | −153−11.9% | Reduced |
| Boothbay Fund Management, LLC | 1,161 | $322.3K | 0.01% | +1,161 | New |
| Evergreen Capital Management LLC | 1,167 | $323.9K | 0.01% | +1,167 | New |
| Fiduciary Financial Group, LLC | 1,170 | $324.8K | 0.05% | +1,170 | New |
| Inspire Advisors, LLC | 1,175 | $326.2K | 0.03% | −387−24.8% | Reduced |
| Forum Financial Management, LP | 1,178 | $327.0K | 0.00% | +1+0.1% | Added |
| WBI Investments | 1,193 | $331.2K | 0.08% | −6,366−84.2% | Reduced |
| Shelton Capital Management | 1,198 | $332.6K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,239 | $343.9K | 0.00% | −211−14.6% | Reduced |
| ISAM Funds (UK) Ltd | 1,252 | $347.5K | 0.07% | +1,252 | New |
| Parkside Financial Bank & Trust | 1,257 | $348.9K | 0.03% | −42−3.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,272 | $353.1K | 0.00% | +1,272 | New |
| Commerce Bank | 1,326 | $368.1K | 0.00% | +27+2.1% | Added |
| Petros Family Wealth, LLC | 1,329 | $368.9K | 0.31% | −130−8.9% | Reduced |
| Seeds Investor LLC | 1,332 | $369.7K | 0.08% | −124−8.5% | Reduced |
| Two Sigma Securities, LLC | 1,336 | $370.9K | 0.05% | +1,336 | New |
| PharVision Advisers, LLC | 1,338 | $371.4K | 0.21% | +356+36.3% | Added |
| Riverwater Partners LLC | 1,353 | $375.6K | 0.16% | +349+34.8% | Added |
| ProShare Advisors LLC | 1,378 | $382.5K | 0.00% | −79−5.4% | Reduced |
| Fifth Third Bancorp | 1,380 | $383.1K | 0.00% | −231−14.3% | Reduced |
| GAMMA Investing LLC | 1,385 | $384.5K | 0.02% | +109+8.5% | Added |
| QRG Capital Management, Inc. | 1,420 | $394.2K | 0.00% | +1,420 | New |
| Flputnam Investment Management Co | 1,440 | $399.8K | 0.01% | −341−19.1% | Reduced |