Primerica, Inc.

PRI

Exchange: NYSE
Industry: Life Insurance
SEC CIK: 0001475922

SEC filings (opens in a new tab)

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 2026

Institutional positions in Primerica, Inc. as of Mar 31, 2026. 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; +9 vs. Q4 2025
Shares held: 29.7M; +3.15M (+11.9%) vs. Q4 2025
Total value: $7.44B; +$586.1M (+8.5%) vs. Q4 2025
New holders: 60; 192 more added
Sold out: 51; 165 more reduced

12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 512 institutions

Value heldQ1 2026: $7.44B

Institutions holding PRI and their total value by quarter
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 2026

Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q4 2025.

Institutions holding PRI in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Quarry LP	312	$78.2K	0.02%	+53+20.5%	Added
Ancora Advisors, LLC	296	$74.1K	0.00%	+124+72.1%	Added
EverSource Wealth Advisors, LLC	294	$73.6K	0.00%	−19−6.1%	Reduced
City State Bank	294	$73.6K	0.02%	00.0%	Unchanged
McIlrath & Eck, LLC	275	$68.9K	0.01%	−22−7.4%	Reduced
HM Payson & Co	265	$66.4K	0.00%	00.0%	Unchanged
CX Institutional	208	$52.0K	0.00%	+206+10,300.0%	Added
Bokf, NA	200	$50.1K	0.00%	00.0%	Unchanged
Smartleaf Asset Management LLC	199	$49.2K	0.00%	+20+11.2%	Added
Stephenson National Bank & Trust	196	$49.1K	0.01%	+54+38.0%	Added
Brown Brothers Harriman & Co	193	$48.3K	0.00%	00.0%	Unchanged
Nomura Asset Management Co Ltd	190	$47.6K	0.00%	00.0%	Unchanged
Root Financial Partners, LLC	177	$44.3K	0.00%	+61+52.6%	Added
MAI Capital Management	166	$41.6K	0.00%	+55+49.5%	Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	157	$39.3K	0.00%	+87+124.3%	Added
Align Financial, LLC	119	$29.8K	0.02%	−30,626−99.6%	Reduced
V-Square Quantitative Management LLC	116	$29.1K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	116	$29.1K	0.00%	+74+176.2%	Added
Hilltop National Bank	113	$28.3K	0.01%	00.0%	Unchanged
Cullen/Frost Bankers, Inc.	111	$27.9K	0.00%	+14+14.4%	Added
UMA Financial Services, Inc.	103	$25.8K	0.00%	+23+28.7%	Added
C M Bidwell & Associates Ltd	103	$25.8K	0.01%	00.0%	Unchanged
International Assets Investment Management, LLC	91	$23.1K	0.00%	00.0%	Unchanged
Massmutual Trust Co FSB	91	$22.8K	0.00%	+9+11.0%	Added
Quent Capital, LLC	88	$22.0K	0.00%	−17−16.2%	Reduced
True Wealth Design, LLC	76	$19.0K	0.01%	+29+61.7%	Added
Bartlett & Co. Wealth Management LLC	68	$18.4K	0.00%	00.0%	Unchanged
Atlantic Union Bankshares Corp	71	$17.8K	0.00%	+71	New
Centerpoint Advisors, LLC	67	$17.0K	0.01%	00.0%	Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.	65	$16.3K	0.01%	00.0%	Unchanged
Northwestern Mutual Wealth Management Co	59	$14.8K	0.00%	−24−28.9%	Reduced
Basecamp Wealth Advisors LLC	58	$14.5K	0.00%	+2+3.6%	Added
Contravisory Investment Management, Inc.	55	$13.8K	0.00%	−26−32.1%	Reduced
CVA Family Office, LLC	54	$13.5K	0.00%	+54	New
New England Capital Financial Advisors LLC	50	$12.5K	0.00%	00.0%	Unchanged
LRI Investments, LLC	50	$12.4K	0.00%	+10+25.0%	Added
Golden State Wealth Management, LLC	46	$11.6K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	43	$10.8K	0.00%	−5−10.4%	Reduced
Bullock Wealth Management Group	40	$10.2K	0.01%	00.0%	Unchanged
Private Trust Co NA	39	$9.77K	0.00%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	38	$9.52K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	34	$9.00K	0.00%	00.0%	Unchanged
Acumen Wealth Advisors, LLC	34	$8.52K	0.00%	−16−32.0%	Reduced
Highline Wealth Partners LLC	34	$8.52K	0.00%	+34	New
Rossby Financial, LCC	33	$8.38K	0.00%	+19+135.7%	Added
Covestor Ltd	32	$8.00K	0.01%	−180−84.9%	Reduced
Fortitude Family Office, LLC	31	$7.76K	0.00%	+16+106.7%	Added
Fourth Dimension Wealth, LLC	30	$7.51K	0.00%	00.0%	Unchanged
Farmers & Merchants Investments Inc	29	$7.26K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	27	$6.76K	0.00%	+4+17.4%	Added
Private Wealth Asset Management, LLC	27	$6.76K	0.00%	+27	New
Anchor Investment Management, LLC	25	$6.26K	0.00%	00.0%	Unchanged
Entrust Financial LLC	25	$6.26K	0.00%	00.0%	Unchanged
S&T Bank	25	$6.26K	0.00%	+18+257.1%	Added
Innovative Asset Advisors Group, LLC	25	$6.26K	0.00%	+25	New
Harbour Investments, Inc.	24	$5.99K	0.00%	+11+84.6%	Added
Keating Financial Advisory Services, Inc.	21	$5.26K	0.00%	−5−19.2%	Reduced
Cedar Mountain Advisors, LLC	20	$5.01K	0.00%	+20	New
Dogwood Wealth Management LLC	19	$4.76K	0.00%	−11−36.7%	Reduced
Rothschild Investment LLC	18	$4.51K	0.00%	−18−50.0%	Reduced
TD Capital Management LLC	16	$4.10K	0.00%	00.0%	Unchanged
High Note Wealth, LLC	16	$4.01K	0.00%	−1−5.9%	Reduced
Twin Peaks Wealth Advisors, LLC	16	$4.01K	0.00%	+16	New
Owl Creek Wealth Partners LLC	15	$3.76K	0.00%	+15	New
Sound Income Strategies, LLC	14	$3.55K	0.00%	00.0%	Unchanged
MPWM Advisory Solutions, LLC	14	$3.51K	0.00%	00.0%	Unchanged
WPG Advisers, LLC	13	$3.26K	0.00%	−1−7.1%	Reduced
Rialto Wealth Management, LLC	12	$3.01K	0.00%	+6+100.0%	Added
Cornerstone Planning Group LLC	10	$2.77K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	11	$2.77K	0.00%	+7+175.0%	Added
DiNuzzo Private Wealth, Inc.	11	$2.76K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	11	$2.76K	0.00%	+2+22.2%	Added
Clearstead Advisors, LLC	10	$2.50K	0.00%	−560−98.2%	Reduced
Whipplewood Advisors, LLC	10	$2.50K	0.00%	+10	New
Transamerica Financial Advisors, Inc.	9	$2.27K	0.00%	+2+28.6%	Added
Financial Management Professionals, Inc.	9	$2.25K	0.00%	00.0%	Unchanged
United Financial Planning Group LLC	9	$2.25K	0.00%	+9	New
ZRC Wealth Management, LLC	8	$2.00K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	8	$2.00K	0.00%	00.0%	Unchanged
Zions Bancorporation, National Association	8	$2.00K	0.00%	+8	New
Marquette Asset Management, LLC	8	$2.00K	0.00%	+8	New
Dunhill Financial, LLC	7	$1.94K	0.00%	+6+600.0%	Added
First Pacific Financial	7	$1.78K	0.00%	00.0%	Unchanged
First Horizon Corp	7	$1.75K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	7	$1.75K	0.00%	+5+250.0%	Added
Bare Financial Services, Inc	6	$1.50K	0.00%	+6	New
Kilter Group LLC	6	$1.50K	0.00%	+6	New
Sachetta, LLC	5	$1.25K	0.00%	00.0%	Unchanged
JPL Wealth Management, LLC	5	$1.25K	0.00%	+5	New
Wealth Enhancement Trust Services, Inc.	5	$1.25K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	5	$1.25K	0.00%	+1+25.0%	Added
Cary Street Partners Financial LLC	5	$1.25K	0.00%	+5	New
Glen Eagle Advisors, LLC	4	$1.03K	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	4	$1.00K	0.00%	00.0%	Unchanged
Cromwell Holdings LLC	4	$1.00K	0.00%	00.0%	Unchanged
Central Trust Co	3	$752	0.00%	00.0%	Unchanged
Pinnacle Wealth Planning Services, Inc.	3	$751	0.00%	−3−50.0%	Reduced
Creative Financial Designs Inc	3	$751	0.00%	00.0%	Unchanged
Vermillion Wealth Management, Inc.	3	$751	0.00%	+3	New
Intentional Wealth Strategies, LLC	3	$751	0.00%	+3	New