PrimericaPRI

13F holders, Q1 2024 (March 31)
399holders
9famous investors
$252.85avg. 13F price*

At the end of Q1 2024, 399 institutions reported holding Primerica Inc. (PRI) in their 13F filings. The largest holders were Vanguard Group Inc. ($920.5M), Kayne Anderson Rudnick Investment Management LLC ($919.5M) and BlackRock Inc. ($820.8M). 9 famous investors held it, including Glenn Greenberg (10.7% of Brave Warrior Advisors's portfolio), Ron Baron (1.3% of Baron Capital (BAMCO)'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Primerica Inc.
CUSIP
74164M108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 399Q1 2024Q2 2024: 409Q2 2024Q3 2024: 451Q3 2024Q4 2024: 489Q4 2024Q1 2025: 511Q1 2025Q2 2025: 517Q2 2025Q3 2025: 497Q3 2025Q4 2025: 514Q4 2025Q1 2026: 511Q1 2026Q2 2026: 527Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions42$55.8M
Exits37$22.1M

Ownership 399 holders

Vanguard Group Inc. 0.02% Reduce -0.9% 3,639,042 $920.5M
Kayne Anderson Rudnick Investment Management LLC 2.13% Reduce -1.5% 3,634,893 $919.5M
BlackRock Inc. 0.02% Add +0.9% 3,244,593 $820.8M
FMR LLC 0.05% Add +4.5% 3,132,750 $792.5M
Brave Warrior Advisors 10.66% Reduce -4.7% 2,015,052 $509.7M
Baron Capital (BAMCO) 1.28% Reduce -0.2% 1,904,478 $481.8M
Burgundy Asset Management Ltd. 3.18% Add +1.2% 1,220,069 $308.6M
State Street Corp. 0.01% Add +2.6% 1,105,325 $279.6M
Lyrical Asset Management LP 2.52% Add +0.9% 669,944 $169.5M
Agf Management Ltd. 0.94% Add +19.7% 665,176 $168.3M
Geode Capital Management, LLC 0.02% Add +5.6% 645,116 $163.2M
Dimensional Fund Advisors LP 0.04% Reduce -6.2% 615,917 $155.8M
Fiduciary Management Inc. 1.07% Add +0.8% 473,389 $119.7M
Wells Fargo & Company 0.03% Reduce -4.6% 400,918 $101.4M
Bank of New York Mellon Corp 0.02% Reduce -6.1% 373,023 $94.4M
Charles Schwab Investment Management Inc. 0.02% Add +2.1% 339,297 $85.8M
Invesco Ltd. 0.02% Reduce -9.8% 316,937 $80.2M
T. Rowe Price Associates Inc. 0.01% Reduce -2.0% 284,524 $72.0M
Quantum Capital Management, LLC / NJ 7.42% Reduce -4.5% 269,666 $68.2M
Northern Trust Corp. 0.01% Reduce -12.0% 251,292 $63.6M
Westfield Capital Management Co. LP 0.30% Reduce -0.2% 228,650 $57.8M
Nuveen Asset Management, LLC 0.02% Reduce -7.6% 223,683 $56.6M
Morgan Stanley 0.00% Add +6.7% 222,097 $56.2M
Principal Financial Group Inc. 0.03% Add +5.0% 218,324 $55.2M
Royal London Asset Management Ltd. 0.14% Add +7.8% 216,915 $54.9M
Victory Capital Management Inc. 0.04% Reduce -14.2% 158,532 $40.1M
Fuller & Thaler Asset Management, Inc. 0.16% Add +26.2% 148,578 $37.6M
Academy Capital Management 6.74% Reduce -0.0% 140,705 $35.6M
T. Rowe Price Investment Management, Inc. 0.02% New 139,485 $35.3M
Schroder Investment Management Group 0.04% Add +8.3% 134,468 $34.0M
PhiloSmith Capital Corp 8.70% Reduce -7.5% 122,700 $31.0M
Norges Bank 0.00% Reduce -22.2% 117,901 $29.8M
Raymond James & Associates 0.02% Reduce -0.0% 116,111 $29.4M
Rhumbline Advisers 0.03% Add +2.4% 113,583 $28.7M
Natixis Advisors, LLC 0.07% Reduce -0.3% 113,240 $28.6M
JPMorgan Chase & Co. 0.00% Add +8.4% 108,204 $27.4M
Leeward Investments, LLC - MA 1.11% Reduce -5.2% 99,318 $25.1M
Goldman Sachs Group Inc. 0.01% Reduce -13.1% 97,775 $24.7M
Prospector Partners LLC 2.51% Add +1.2% 84,935 $21.5M
California Public Employees Retirement System 0.01% Reduce -4.2% 82,196 $20.8M
WCM Investment Management, LLC 0.05% Add +0.7% 80,314 $20.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +6.1% 78,598 $19.9M
Credit Suisse AG/ 0.02% Reduce -0.8% 75,063 $19.0M
Legal & General Group Plc 0.01% Reduce -3.5% 73,016 $18.5M
Swiss National Bank 0.01% Reduce -2.0% 69,100 $17.5M
Stifel Financial Corp. 0.02% Reduce -2.6% 65,396 $16.5M
Envestnet Asset Management Inc. 0.01% Reduce -8.3% 61,920 $15.7M
Man Group plc 0.04% Add +12.0% 61,540 $15.6M
Los Angeles Capital Management LLC 0.05% Reduce -52.2% 59,997 $15.2M
American Century Companies Inc. 0.01% Reduce -14.9% 58,444 $14.8M
Ameriprise Financial Inc. 0.00% Reduce -24.3% 53,046 $13.4M
Qube Research & Technologies Ltd 0.02% Reduce -24.0% 53,009 $13.4M
Royal Bank of Canada 0.00% Add +19.5% 52,679 $13.3M
SVB Wealth LLC 0.28% Reduce -9.1% 50,515 $12.8M
Robeco Institutional Asset Management B.V. 0.03% Reduce -4.1% 48,103 $12.2M
Alliancebernstein L.P. 0.00% Add +0.9% 48,010 $12.1M
Running Oak Capital LLC 1.94% Add +8.1% 47,911 $12.1M
Danske Bank A/S 0.04% — 46,591 $11.8M
American International Group, Inc. 0.04% Reduce -2.0% 46,564 $11.8M
Logan Capital Management Inc. 0.49% Reduce -0.4% 44,946 $11.4M
Regions Financial Corp. 0.09% Reduce -0.8% 44,768 $11.3M
EULAV Asset Management 0.31% No change 44,400 $11.2M
Retirement Systems of Alabama 0.04% Add +0.3% 43,994 $11.1M
Mutual of America Capital Management LLC 0.12% Reduce -4.7% 43,488 $11.0M
Sei Investments Co. 0.02% Reduce -0.5% 43,073 $10.9M
Alps Advisors Inc. 0.08% Add +17.7% 43,030 $10.9M
Parkwood LLC 1.10% Reduce -11.4% 41,538 $10.5M
Bank of America Corp. 0.00% Add +77.1% 40,903 $10.3M
First Trust Advisors LP 0.01% Reduce -13.1% 39,768 $10.1M
Macquarie Group Ltd. 0.01% Reduce -57.5% 38,396 $9.7M
Marks Group Wealth Management, Inc 0.94% Reduce -1.9% 35,512 $9.0M
Comerica Bank 0.04% Reduce -9.2% 35,506 $9.0M
California State Teachers Retirement System 0.01% Reduce -7.2% 35,227 $8.9M
Point72 Asset Management 0.03% Reduce -59.8% 35,072 $8.9M
Barclays PLC 0.00% Reduce -25.2% 34,267 $8.7M
CANADA LIFE ASSURANCE Co 0.02% Add +2.2% 33,085 $8.4M
Bank of Montreal 0.00% Add +18.9% 31,758 $8.1M
Brandywine Global Investment Management, LLC 0.06% Reduce -0.8% 31,613 $8.0M
State of Alaska, Department of Revenue 0.09% No change 31,468 $8.0M
Bridgewater Associates 0.04% Reduce -0.7% 31,243 $7.9M
Texas Permanent School Fund Corp. 0.06% Add +1.3% 30,661 $7.8M
Manufacturers Life Insurance Company, The 0.01% Add +5.0% 29,383 $7.4M
Russell Investments Group, Ltd. 0.01% Reduce -4.8% 28,900 $7.3M
AQR Capital Management 0.01% Add +1.9% 26,933 $6.8M
AXA S.A. 0.02% Reduce -15.8% 26,374 $6.7M
Franklin Resources Inc. 0.00% Reduce -51.7% 25,040 $6.3M
State of Tennessee, Department of Treasury 0.02% Reduce -6.5% 24,677 $6.2M
Lighthouse Investment Partners, LLC 0.36% New 24,520 $6.2M
New York State Common Retirement Fund 0.01% Reduce -12.1% 23,971 $6.1M
State of Wisconsin Investment Board 0.02% Reduce -13.4% 23,228 $5.9M
State Board of Administration of Florida Retirement System 0.01% Reduce -4.4% 32,460 $5.6M
Amalgamated Bank 0.05% Reduce -22.1% 21,352 $5.4M
Teacher Retirement System of Texas 0.03% Add +82.3% 21,112 $5.3M
Aptus Capital Advisors, LLC 0.11% Add +11.7% 20,372 $5.2M
MetLife Investment Management, LLC 0.03% Reduce -2.6% 20,176 $5.1M
Vestmark Advisory Solutions, Inc. 0.22% Reduce -0.3% 20,059 $5.1M
D. E. Shaw & Co. 0.01% Reduce -5.7% 19,824 $5.0M
State of New Jersey Common Pension Fund D 0.01% No change 19,541 $4.9M
HighTower Advisors, LLC 0.01% Add +0.2% 18,819 $4.8M
Wellington Management Group LLP 0.00% Add +0.8% 18,715 $4.7M

"% of holder's portfolio" is PRI's weight in each manager's 13F, not the share of Primerica Inc. the manager owns.

Show all 399 holders