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
NewEdge Wealth, LLC 0.10% Add +0.0% 20,128 $4.4M
Prana Capital Management, LP 0.20% Reduce -42.8% 17,438 $4.4M
Gotham Asset Management 0.07% Add +27.5% 17,281 $4.4M
Janus Henderson Group PLC 0.00% Reduce -0.0% 17,109 $4.3M
Pathstone Holdings, LLC 0.02% Add +23.4% 16,677 $4.2M
New York State Teachers Retirement System 0.01% Reduce -0.6% 16,491 $4.2M
Yousif Capital Management, LLC 0.05% Reduce -3.0% 16,351 $4.1M
Brown Advisory Inc. 0.01% Add +5.6% 16,074 $4.1M
Treasurer of the State of North Carolina 0.02% Reduce -4.5% 15,543 $3.9M
Prescott Group Capital Management, L.L.C. 0.63% No change 15,443 $3.9M
UBS Group AG 0.00% Add +21.0% 14,755 $3.7M
Zacks Investment Management 0.04% Add +11.3% 14,330 $3.6M
Algert Global LLC 0.14% Add +16.0% 14,309 $3.6M
B. Metzler seel. Sohn & Co. AG 0.04% No change 13,993 $3.5M
Public Employees Retirement System of Ohio 0.01% Reduce -11.4% 13,948 $3.5M
Ensign Peak Advisors, Inc 0.01% Add +5.7% 13,467 $3.4M
Commerce Bank 0.02% Reduce -9.2% 13,286 $3.4M
Van Eck Associates Corp. 0.00% Add +36.5% 12,506 $3.2M
Blair William & Co. 0.01% Add +24.5% 12,159 $3.1M
Teachers Retirement System of the State of Kentucky 0.03% No change 12,040 $3.0M
Prudential Financial Inc. 0.00% Add +67.2% 11,689 $3.0M
Voya Investment Management LLC 0.00% Reduce -7.5% 11,024 $2.8M
Jane Street Group, LLC 0.00% Reduce -44.2% 10,615 $2.7M
Allen Investment Management, LLC 0.03% No change 10,398 $2.6M
Janney Montgomery Scott LLC 0.01% Add +7.7% 10,126 $2.6M
Louisiana State Employees Retirement System 0.05% Add +3.1% 10,100 $2.6M
JLB & Associates Inc. 0.33% Add +91.9% 9,829 $2.5M
Arizona State Retirement System 0.02% Reduce -3.7% 9,628 $2.4M
Guggenheim Capital LLC 0.02% Add +402.4% 9,280 $2.3M
DAVENPORT & Co LLC 0.01% Add +13.8% 9,079 $2.3M
Thrivent Financial for Lutherans 0.00% Add +0.3% 8,779 $2.2M
Oregon Public Employees Retirement Fund 0.04% Reduce -12.1% 8,702 $2.2M
Corient Private Wealth LP 0.00% Reduce -0.6% 8,680 $2.2M
State of Michigan Retirement System 0.01% Add +2.4% 8,619 $2.2M
Cibc World Market Inc. 0.01% Reduce -0.1% 8,417 $2.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.8% 8,250 $2.1M
Jefferies Financial Group Inc. 0.04% New 7,900 $2.0M
QSV Equity Investors LLC 1.91% Add +0.9% 7,839 $2.0M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.3% 7,814 $2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 7,750 $2.0M
Handelsbanken Fonder AB 0.01% No change 7,737 $2.0M
Ameritas Investment Partners, Inc. 0.07% No change 7,735 $2.0M
Livforsakringsbolaget Skandia, Omsesidigt 0.16% No change 7,700 $1.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -6.7% 7,616 $1.9M
New Mexico Educational Retirement Board 0.07% No change 7,500 $1.9M
Truist Financial Corp. 0.00% Reduce -59.2% 7,374 $1.9M
James Investment Research, Inc. 0.22% Reduce -0.5% 7,275 $1.8M
Citadel Advisors 0.00% Add +231.3% 7,084 $1.8M
Pacer Advisors, Inc. 0.00% Reduce -18.6% 6,714 $1.7M
TD Asset Management Inc 0.00% New 6,430 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +136.5% 6,322 $1.6M
Xponance LLC 0.02% Reduce -3.3% 6,266 $1.6M
Flputnam Investment Management Co. 0.03% Reduce -18.5% 6,253 $1.6M
SkyView Investment Advisors, LLC 0.29% Add +3.0% 6,209 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -9.5% 6,033 $1.5M
Kingsview Wealth Management, LLC 0.04% Reduce -0.3% 6,028 $1.5M
Redwood Investment Management, LLC 0.14% Reduce -13.4% 5,926 $1.5M
Creative Planning 0.00% Add +32.5% 5,876 $1.5M
Vestcor Inc 0.05% Reduce -26.5% 5,867 $1.5M
Schonfeld Strategic Advisors LLC 0.01% Reduce -50.7% 5,862 $1.5M
Tower Research Capital LLC (TRC) 0.03% Reduce -13.1% 5,643 $1.4M
LPL Financial LLC 0.00% Reduce -2.6% 5,639 $1.4M
1832 Asset Management L.P. 0.00% No change 5,600 $1.4M
O'shaughnessy Asset Management, LLC 0.02% Add +10.9% 5,566 $1.4M
Illinois Municipal Retirement Fund 0.02% No change 5,469 $1.4M
Great Lakes Advisors, LLC 0.01% Reduce -2.2% 5,313 $1.3M
OneDigital Investment Advisors LLC 0.02% Add +1.7% 5,256 $1.3M
First Citizens Bank & Trust Co. 0.03% New 5,231 $1.3M
Pinebridge Investments, L.P. 0.01% Add +346.4% 5,147 $1.3M
Nisa Investment Advisors, LLC 0.01% Add +0.5% 5,053 $1.3M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +9.7% 5,059 $1.3M
NJ State Employees Deferred Compensation Plan 0.16% No change 5,000 $1.3M
Avior Wealth Management, LLC 0.06% No change 4,928 $1.2M
Lanark Financial, Inc. 0.12% Add +16.2% 4,907 $1.2M
Neuberger Berman Group LLC 0.00% Add +23.2% 4,882 $1.2M
Dixon Fnancial Services, Inc. 0.68% No change 4,857 $1.2M
Genus Capital Management Inc. 0.15% — 4,700 $1.2M
Twinbeech Capital LP 0.02% Reduce -75.8% 4,679 $1.2M
Quantum Private Wealth, LLC 0.44% No change 4,648 $1.2M
Pictet Asset Management Holding SA 0.00% Add +0.6% 4,339 $1.1M
Public Employees Retirement Association of Colorado 0.00% Reduce -5.2% 4,327 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -6.1% 4,278 $1.1M
Orion Portfolio Solutions, LLC 0.01% Reduce -6.1% 4,278 $1.1M
US Bancorp \de 0.00% Add +1.0% 4,253 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -30.9% 4,236 $1.1M
BNP Paribas Financial Markets 0.00% Add +75.8% 4,167 $1.1M
Deutsche Bank AG 0.00% Add +4.4% 4,072 $1.0M
ELCO Management Co., LLC 0.62% No change 4,000 $1.0M
Capstone Investment Advisors, LLC 0.03% Add +120.2% 3,990 $1.0M
Edgestream Partners, L.P. 0.05% New 3,870 $979K
New York Life Investment Management LLC 0.01% Reduce -5.5% 3,869 $979K
Federated Hermes, Inc. 0.00% Reduce -66.3% 3,816 $965K
Crossmark Global Holdings, Inc. 0.02% Reduce -7.1% 3,792 $959K
Vident Advisory, LLC 0.02% Add +25.3% 3,697 $935K
Wesbanco Bank Inc. 0.03% New 3,651 $924K
Cerity Partners LLC 0.00% New 3,639 $921K
Erste Asset Management GmbH 0.01% No change 3,500 $897K
Lazard Asset Management LLC 0.00% Reduce -0.5% 3,534 $893K
MGB Wealth Management, LLC 0.34% No change 3,270 $828K
CenterBook Partners LP 0.06% New 3,254 $823K
CIBC Private Wealth Group LLC 0.00% Reduce -1.7% 3,228 $813K
Apollon Wealth Management, LLC 0.03% Reduce -11.3% 3,203 $810K
Seven Eight Capital, LP 0.08% Add +109.5% 3,195 $808K
Brevan Howard Capital Management LP 0.08% Add +44.7% 3,176 $803K
Ausbil Investment Management Ltd 0.40% Add +4.6% 3,149 $794K
Ethic Inc. 0.02% Add +7.5% 3,117 $788K
Connable Office Inc. 0.09% No change 3,100 $784K
Cavalier Investments, LLC 0.28% Add +5.8% 3,069 $776K
Dana Investment Advisors, Inc. 0.03% Reduce -14.4% 3,062 $775K
M&T Bank Corp 0.00% Add +4.8% 3,052 $772K
Axq Capital, LP 0.18% Add +66.5% 2,966 $750K
Shell Asset Management Co. 0.03% Reduce -9.2% 3,140 $743K
Securian Asset Management, Inc. 0.02% No change 2,929 $741K
Dynamic Technology Lab Private Ltd 0.08% Add +9.2% 2,892 $732K
Cwm, LLC 0.00% Add +156.8% 2,822 $714K
Commonwealth Equity Services, LLC 0.00% Add +19.4% 2,797 $708K
D.A. Davidson & Co. 0.01% No change 2,768 $700K
Quantinno Capital Management LP 0.02% Add +43.3% 2,757 $697K
Engineers Gate Manager LP 0.02% Reduce -28.7% 2,715 $687K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -17.9% 2,701 $683K
Oppenheimer Asset Management Inc. 0.01% Reduce -15.5% 2,684 $679K
Kestra Advisory Services, LLC 0.00% Add +30.8% 2,670 $675K
GPS Wealth Strategies Group, LLC 0.11% Add +16.0% 2,582 $653K
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.3% 2,489 $630K
Kolinsky Wealth Management, LLC 0.47% Add +0.1% 2,455 $621K
Cipher Capital LP 0.29% New 2,450 $620K
Maryland State Retirement & Pension System 0.01% No change 2,899 $619K
Kestra Private Wealth Services, LLC 0.01% No change 2,445 $619K
Sendero Wealth Management, LLC 0.11% No change 2,444 $618K
Mariner, LLC 0.00% Reduce -2.3% 2,361 $597K
Citigroup Inc. 0.00% Add +3.5% 2,339 $592K
BTC Capital Management, Inc. 0.05% — 2,280 $577K
Panagora Asset Management Inc. 0.00% Add +2.0% 2,278 $576K
Millennium Management 0.00% Reduce -90.3% 2,209 $559K
Coldstream Capital Management Inc. 0.01% Add +0.2% 2,208 $559K
Becker Capital Management Inc. 0.02% Reduce -34.4% 2,165 $548K
Intrust Bank NA 0.06% Reduce -1.2% 2,096 $530K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -12.9% 2,054 $520K
Cetera Investment Advisers 0.00% New 2,052 $519K
B. Riley Wealth Advisors, Inc. 0.01% Add +55.0% 2,648 $514K
Cambria Investment Management, L.P. 0.03% Reduce -6.8% 2,016 $510K
AdvisorShares Investments LLC 0.09% No change 2,004 $507K
DekaBank Deutsche Girozentrale 0.00% No change 1,960 $500K
Utah Retirement Systems 0.01% Reduce -5.0% 1,900 $481K
Everhart Financial Group, Inc. 0.13% Add +12.4% 1,814 $459K
Cresset Asset Management, LLC 0.00% New 1,780 $450K
Advisory Alpha, LLC 0.02% Reduce -3.8% 1,753 $444K
Trust Point Inc. 0.03% Add +4.7% 1,724 $436K
Integrated Wealth Concepts LLC 0.01% No change 1,715 $434K
ProShare Advisors LLC 0.00% Reduce -7.2% 1,710 $433K
Allianz Asset Management GmbH 0.00% New 1,690 $428K
Pitcairn Co. 0.03% Reduce -1.2% 1,670 $422K
Summit Trail Advisors, LLC 0.01% Reduce -3.4% 1,646 $416K
Harbor Capital Advisors, Inc. 0.05% New 1,643 $416K
Tidal Investments LLC 0.01% Reduce -22.8% 1,604 $406K
Radnor Capital Management, LLC 0.07% No change 1,600 $405K
Susquehanna International Group, LLP 0.00% Reduce -78.9% 1,580 $400K
PFW Advisors LLC 0.12% No change 1,521 $385K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.7% 1,512 $382K
Shelton Capital Management 0.01% No change 1,511 $382K
HB Wealth Management, LLC 0.00% Add +2.1% 1,483 $375K
Stratos Wealth Partners, LTD. 0.01% No change 1,465 $371K
Edge Financial Advisors LLC 0.32% — 1,426 $361K
Robertson Stephens Wealth Management, LLC 0.02% New 1,411 $357K
Inspire Investing, LLC 0.04% Reduce -24.6% 1,407 $356K
HSBC Holdings PLC 0.00% Reduce -4.5% 1,396 $353K
Profund Advisors LLC 0.01% Add +22.0% 1,388 $351K
Ifrah Financial Services, Inc. 0.10% Reduce -2.0% 1,364 $345K
MAI Capital Management 0.00% Add +0.2% 1,347 $341K
Moneta Group Investment Advisors LLC 0.01% Add +4.7% 1,323 $335K
Forum Financial Management, LP 0.01% No change 1,269 $321K
Entropy Technologies, LP 0.03% New 1,261 $319K
Cynosure Group, LLC 0.06% New 1,243 $314K
NDVR, Inc. 0.28% Add +8.1% 1,166 $295K
CPC Advisors, LLC 0.05% New 1,162 $294K
Captrust Financial Advisors 0.00% Reduce -60.8% 1,159 $293K
Assetmark, Inc. 0.00% Add +30.1% 1,147 $290K
Riverwater Partners LLC 0.21% No change 1,110 $281K
Wealth Alliance, LLC 0.04% Reduce -17.0% 1,092 $276K
Mutual Advisors, LLC 0.01% Add +7.5% 1,074 $272K
Bessemer Group Inc. 0.00% Add +41.2% 1,073 $271K
Handelsinvest Investeringsforvaltning 0.13% Reduce -34.2% 1,067 $270K
Squarepoint Ops LLC 0.00% Reduce -79.3% 1,040 $263K
Essex Financial Services, Inc. 0.02% Reduce -6.7% 1,033 $261K
Seeds Investor LLC 0.24% New 1,024 $259K
CIBC Asset Management Inc 0.00% No change 1,018 $258K
Mayfair Advisory Group, LLC 0.18% Reduce -3.2% 991 $251K
MML Investors Services, LLC 0.00% Reduce -8.9% 974 $246K
Virtu Financial LLC 0.02% Reduce -6.3% 955 $242K
Vaughan David Investments LLC 0.01% Reduce -22.0% 931 $236K
Inspire Advisors, LLC 0.03% New 914 $231K
Blue Square Asset Management, LLC 0.16% New 913 $231K
Institute for Wealth Management, LLC. 0.03% New 912 $231K
Mercer Global Advisors Inc. 0.00% Reduce -7.1% 907 $229K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 897 $227K
UMB Bank, n.a. 0.00% Reduce -41.7% 869 $220K
Sugarloaf Wealth Management, LLC 0.05% No change 862 $218K
Riverview Trust Co 0.16% New 825 $209K
Ballentine Partners, LLC 0.00% New 818 $207K
Axxcess Wealth Management, LLC 0.01% New 809 $205K
HM Payson & Co. 0.00% Add +52.5% 805 $204K
Harvest Fund Management Co., Ltd 0.02% No change 803 $203K
Atria Wealth Solutions, Inc. 0.00% Reduce -43.6% 795 $201K
TD Waterhouse Canada Inc. 0.00% Reduce -28.8% 801 $199K
United Community Bank 0.08% Reduce -2.4% 785 $199K
Hamilton Capital Partners Inc. 0.02% Reduce -14.7% 768 $194K
KBC Group NV 0.00% Add +31.8% 767 $194K
GAMMA Investing LLC 0.04% Add +6.0% 684 $173K
SYSTM Wealth Solutions LLC 0.02% No change 675 $171K
Atlas Capital Advisors Inc. 0.03% No change 659 $167K
CI Investments Inc. 0.00% Add +17.6% 594 $150K
IFP Advisors, Inc 0.01% Add +3.7% 562 $142K
Signaturefd, LLC 0.00% Add +5.3% 519 $131K
Huntington National Bank 0.00% Add +211.0% 454 $115K
First Manhattan Co. Llc. 0.00% No change 450 $114K
Quadrant Capital Group LLC 0.01% Add +1.6% 441 $112K
NewEdge Advisors, LLC 0.00% No change 407 $103K
Eagle Bay Advisors LLC 0.06% Add +2.5% 407 $103K
Allspring Global Investments Holdings, LLC 0.00% Reduce -28.7% 383 $97K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.6% 323 $82K
City State Bank 0.04% No change 318 $80K
TD Private Client Wealth LLC 0.00% Add +25.5% 300 $76K
Fifth Third Bancorp 0.00% Reduce -4.9% 293 $74K
Allworth Financial LP 0.00% Add +281.2% 263 $67K
Compass Wealth Management LLC 0.02% No change 256 $65K
Bokf, NA 0.00% Reduce -16.7% 250 $63K
PEAK6 Investments LLC 0.00% Reduce -73.8% 244 $62K
National Bank of Canada 0.00% No change 261 $58K
Parallel Advisors, LLC 0.00% Add +1.4% 221 $56K
Colonial Trust Co / SC 0.01% New 201 $51K
Nomura Asset Management Co. Ltd. 0.00% No change 190 $48K
Benjamin F. Edwards & Company, Inc. 0.00% Add +493.3% 178 $45K
Smithfield Trust Co 0.00% No change 173 $44K
Federation des caisses Desjardins du Quebec 0.00% No change 168 $42K
Whittier Trust Co. 0.00% No change 157 $40K
Blue Trust, Inc. 0.00% Add +43.5% 132 $33K
Contravisory Investment Management, Inc. 0.01% No change 119 $30K
Sound Income Strategies, LLC 0.00% Reduce -52.4% 111 $28K
Private Trust Co. NA 0.00% No change 110 $28K
C M Bidwell & Associates Ltd. 0.02% No change 103 $26K
Lindbrook Capital, LLC 0.00% Add +1.0% 100 $25K
Salem Investment Counselors Inc. 0.00% No change 100 $25K
Simplex Trading, LLC 0.00% New 100 $25K
Quent Capital, LLC 0.00% No change 95 $24K
Larson Financial Group LLC 0.00% No change 94 $24K
Webster Bank, N. A. 0.00% No change 92 $23K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.1% 92 $23K
Rise Advisors, LLC 0.01% New 90 $23K
LGT Financial Advisors LLC 0.03% No change 88 $22K
Bartlett & Co. Wealth Management LLC 0.00% No change 88 $22K
Covestor Ltd 0.01% Add +46.4% 82 $21K
Jones Financial Companies LLLP 0.00% Add +350.0% 81 $20K
Fernwood Investment Management, LLC 0.01% New 78 $20K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +268.4% 70 $18K
Global Retirement Partners, LLC 0.00% Reduce -3.5% 56 $14K
Promethos Capital, LLC 0.01% No change 50 $13K
New England Capital Financial Advisors LLC 0.01% No change 50 $13K
Anchor Investment Management, LLC 0.00% No change 50 $13K
WR Wealth Planners, LLC 0.00% New 49 $12K
Parkside Financial Bank & Trust 0.00% Add +120.0% 44 $11K
SRH Advisors, LLC 0.00% No change 38 $10K
Institutional & Family Asset Management, LLC 0.00% No change 36 $9K
JFS Wealth Advisors, LLC 0.00% Reduce -2.7% 36 $9K
Principal Securities, Inc. 0.00% Add +10.0% 33 $8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 30 $7K
Venturi Wealth Management, LLC 0.00% Add +140.0% 24 $6K
Caitlin John, LLC 0.00% No change 23 $6K
Bogart Wealth, LLC 0.00% No change 23 $6K
Pacific Capital Wealth Advisors, Inc. 0.00% New 20 $5K
Colonial Trust Advisors 0.00% New 20 $5K
Smartleaf Asset Management LLC 0.00% Add +18.8% 19 $5K
Quarry LP 0.00% New 18 $5K
Oliver Lagore Vanvalin Investment Group 0.00% No change 17 $4K
Capital Advisors, Ltd. LLC 0.00% No change 17 $4K
SJS Investment Consulting Inc. 0.00% No change 15 $4K
Arax Advisory Partners 0.00% No change 14 $4K
Farmers & Merchants Investments Inc. 0.00% No change 14 $4K
Frazier Financial Advisors, LLC 0.00% No change 13 $3K
Financial Management Professionals, Inc. 0.00% No change 10 $3K
Versant Capital Management, Inc 0.00% No change 10 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 10 $3K
EverSource Wealth Advisors, LLC 0.00% Add +266.7% 11 $2K
Balefire, LLC 0.00% Reduce -10.0% 9 $2K
Bell Investment Advisors, Inc 0.00% No change 9 $2K
Bruce G. Allen Investments, LLC 0.00% No change 8 $2K
First Horizon Advisors, Inc. 0.00% No change 7 $2K
Semmax Financial Advisors Inc. 0.00% New 7 $2K
Harbour Investments, Inc. 0.00% New 6 $2K
Horizon Investments, LLC 0.00% Add +100.0% 6 $2K
AdvisorNet Financial, Inc 0.00% New 5 $1K
Farther Finance Advisors, LLC 0.00% No change 5 $1K
Avion Wealth 0.00% No change 3 $1K
Valued Wealth Advisors LLC 0.00% New 3 $759
Riggs Asset Managment Co. Inc. 0.00% New 3 $759
Manchester Capital Management LLC 0.00% No change 3 $759
CENTRAL TRUST Co 0.00% No change 3 $759
TFO Wealth Partners, LLC 0.00% No change 2 $506
TFC Financial Management, Inc. 0.00% New 1 $253
CoreCap Advisors, LLC 0.00% New 1 $253

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