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 2026
Institutional positions in Primerica, Inc. as of Jun 30, 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
- 528
- +21 vs. Q1 2026
- Shares held
- 29.2M
- −496.1K (−1.7%) vs. Q1 2026
- Total value
- $8.30B
- +$862.3M (+11.6%) vs. Q1 2026
- New holders
- 67
- 185 more added
- Sold out
- 46
- 182 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Primerica, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 620 | $176.2K | 0.03% | +620 | New |
| United Community Bank | 599 | $170.2K | 0.05% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 596 | $169.4K | 0.00% | −111−15.7% | Reduced |
| Bryn Mawr Trust Co | 580 | $164.8K | 0.00% | −4−0.7% | Reduced |
| Signaturefd, LLC | 573 | $162.8K | 0.00% | +49+9.4% | Added |
| Oakworth Capital, Inc. | 549 | $159.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 499 | $141.9K | 0.00% | +145+41.0% | Added |
| Umb Bank N A | 493 | $140.1K | 0.00% | +55+12.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 482 | $137.0K | 0.00% | −97−16.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 435 | $131.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 443 | $125.7K | 0.00% | −18−3.9% | Reduced |
| Parallel Advisors, LLC | 430 | $122.2K | 0.00% | +19+4.6% | Added |
| Allworth Financial LP | 401 | $114.0K | 0.00% | +34+9.3% | Added |
| Versant Capital Management, Inc | 360 | $102.3K | 0.01% | +5+1.4% | Added |
| Whittier Trust Co | 341 | $102.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 358 | $101.8K | 0.00% | +44+14.0% | Added |
| IFG Advisory, LLC | 350 | $99.5K | 0.00% | +350 | New |
| Stephenson National Bank & Trust | 346 | $98.3K | 0.02% | +150+76.5% | Added |
| City State Bank | 294 | $83.6K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 265 | $75.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 260 | $73.9K | 0.01% | +144+124.1% | Added |
| Davis Capital Management | 238 | $67.6K | 0.04% | +238 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 227 | $65.3K | 0.00% | +70+44.6% | Added |
| EverSource Wealth Advisors, LLC | 205 | $58.3K | 0.00% | −89−30.3% | Reduced |
| Smartleaf Asset Management LLC | 199 | $57.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 198 | $56.3K | 0.00% | −1,632−89.2% | Reduced |
| CX Institutional | 188 | $53.0K | 0.00% | −20−9.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 166 | $47.2K | 0.00% | +55+49.5% | Added |
| Bokf, NA | 150 | $42.6K | 0.00% | −50−25.0% | Reduced |
| True Wealth Design, LLC | 127 | $36.1K | 0.01% | +51+67.1% | Added |
| V-Square Quantitative Management LLC | 127 | $36.1K | 0.00% | +11+9.5% | Added |
| Nomura Asset Management Co Ltd | 120 | $34.1K | 0.00% | −70−36.8% | Reduced |
| Align Financial, LLC | 119 | $33.8K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 113 | $32.1K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 105 | $29.8K | 0.01% | +103+5,150.0% | Added |
| C M Bidwell & Associates Ltd | 103 | $29.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 103 | $29.3K | 0.00% | +15+17.0% | Added |
| UMA Financial Services, Inc. | 101 | $28.7K | 0.00% | −2−1.9% | Reduced |
| International Assets Investment Management, LLC | 91 | $26.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 90 | $25.6K | 0.00% | +90 | New |
| Quarry LP | 86 | $24.4K | 0.00% | −226−72.4% | Reduced |
| McDonald Partners LLC | 85 | $24.2K | 0.01% | +85 | New |
| Massmutual Trust Co FSB | 83 | $23.6K | 0.00% | −8−8.8% | Reduced |
| LRI Investments, LLC | 74 | $21.0K | 0.00% | +24+48.0% | Added |
| Bartlett & Co. Wealth Management LLC | 68 | $19.3K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 66 | $19.0K | 0.01% | −1−1.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 65 | $18.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 65 | $18.5K | 0.00% | +6+10.2% | Added |
| CVA Family Office, LLC | 62 | $17.6K | 0.00% | +8+14.8% | Added |
| Basecamp Wealth Advisors LLC | 58 | $16.5K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 52 | $14.8K | 0.00% | +44+550.0% | Added |
| New England Capital Financial Advisors LLC | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 46 | $13.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 46 | $13.1K | 0.00% | +36+360.0% | Added |
| JFS Wealth Advisors, LLC | 44 | $12.5K | 0.00% | +1+2.3% | Added |
| Persistent Asset Partners Ltd | 44 | $12.5K | 0.00% | +44 | New |
| Bullock Wealth Management Group | 40 | $11.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 39 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 39 | $11.1K | 0.00% | +6+18.2% | Added |
| Rothschild Investment LLC | 39 | $11.1K | 0.00% | +21+116.7% | Added |
| Rocky Mountain Advisers, LLC | 38 | $10.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 35 | $9.95K | 0.00% | −808−95.8% | Reduced |
| Acumen Wealth Advisors, LLC | 34 | $9.66K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 34 | $9.66K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 33 | $9.38K | 0.00% | +8+32.0% | Added |
| Fortitude Family Office, LLC | 32 | $9.09K | 0.00% | +1+3.2% | Added |
| Covestor Ltd | 32 | $9.00K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 30 | $8.53K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $7.67K | 0.00% | −2−6.9% | Reduced |
| Private Wealth Asset Management, LLC | 27 | $7.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $7.11K | 0.00% | −2−7.4% | Reduced |
| Anchor Investment Management, LLC | 25 | $7.11K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 25 | $7.11K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 24 | $6.82K | 0.00% | +3+14.3% | Added |
| Harbour Investments, Inc. | 24 | $6.73K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $5.68K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 20 | $5.68K | 0.00% | +20 | New |
| Dogwood Wealth Management LLC | 19 | $5.40K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 18 | $5.12K | 0.00% | +11+157.1% | Added |
| TD Capital Management LLC | 16 | $4.67K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 16 | $4.55K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 15 | $4.26K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 14 | $3.98K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 14 | $3.98K | 0.00% | +1+7.7% | Added |
| Rialto Wealth Management, LLC | 14 | $3.98K | 0.00% | +2+16.7% | Added |
| Valued Wealth Advisors LLC | 12 | $3.42K | 0.00% | +1+9.1% | Added |
| Atlantic Trust, LLC | 12 | $3.41K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 10 | $3.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $3.13K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 11 | $3.13K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $2.84K | 0.00% | −1−9.1% | Reduced |
| Financial Management Professionals, Inc. | 9 | $2.56K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 9 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $2.56K | 0.00% | +3+50.0% | Added |
| Zions Bancorporation, National Association | 8 | $2.27K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $2.27K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $2.27K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $2.20K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 7 | $2.02K | 0.00% | 00.0% | Unchanged |