PrimericaPRI

13F holders, Q2 2024 (June 30)
409holders +10
52new positions
42sold out
9famous investors
$236.35avg. 13F price*

At the end of Q2 2024, 409 institutions reported holding Primerica Inc. (PRI) in their 13F filings, up 10 from Q1 2024. 52 opened new positions and 42 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($853.3M), Vanguard Group Inc. ($842.0M) and BlackRock Inc. ($733.1M). 9 famous investors held it, including Glenn Greenberg (9.9% of Brave Warrior Advisors's portfolio), Ron Baron (1.2% of Baron Capital (BAMCO)'s portfolio) and Israel Englander (0.1% of Millennium 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 → Q2 2024

InstitutionsTotal Value
New Positions52$46.7M
Exits42$53.2M

All 13F filers, Q1 2024 → Q2 2024: 1,832,940 shares bought and 1,607,094 shares sold, net +225,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 409 holders

Kayne Anderson Rudnick Investment Management LLC 2.08% Reduce -0.8% 3,606,930 $853.3M
Vanguard Group Inc. 0.02% Reduce -2.2% 3,558,972 $842.0M
BlackRock Inc. 0.02% Reduce -4.5% 3,098,851 $733.1M
FMR LLC 0.05% Reduce -1.6% 3,084,282 $729.7M
Brave Warrior Advisors 9.91% Reduce -6.2% 1,890,013 $447.1M
Baron Capital (BAMCO) 1.25% Reduce -3.2% 1,843,312 $436.1M
Burgundy Asset Management Ltd. 3.09% Add +1.4% 1,237,164 $292.7M
State Street Corp. 0.01% Reduce -1.9% 1,083,918 $256.4M
Millennium Management 0.14% Add +30726.7% 680,961 $161.1M
Geode Capital Management, LLC 0.01% Add +4.0% 670,888 $158.8M
Agf Management Ltd. 0.88% Reduce -0.1% 664,483 $157.2M
Lyrical Asset Management LP 2.44% Reduce -4.1% 642,508 $152.0M
Dimensional Fund Advisors LP 0.04% Add +3.5% 637,753 $150.9M
Invesco Ltd. 0.03% Add +86.0% 589,351 $139.4M
Fiduciary Management Inc. 1.06% Add +1.9% 482,627 $114.2M
Wells Fargo & Company 0.02% Reduce -3.0% 388,858 $92.0M
Bank of New York Mellon Corp 0.02% Reduce -0.1% 372,605 $88.2M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.3% 334,887 $79.2M
Northern Trust Corp. 0.01% Add +11.6% 280,367 $66.3M
T. Rowe Price Associates Inc. 0.01% Reduce -6.9% 264,948 $62.7M
Westfield Capital Management Co. LP 0.31% Add +15.8% 264,741 $62.6M
Quantum Capital Management, LLC / NJ 7.02% Reduce -2.7% 262,325 $62.1M
Morgan Stanley 0.00% Reduce -2.5% 216,639 $51.3M
Fuller & Thaler Asset Management, Inc. 0.21% Add +41.3% 209,889 $49.7M
Nuveen Asset Management, LLC 0.01% Reduce -15.1% 189,940 $44.9M
Royal London Asset Management Ltd. 0.10% Reduce -26.5% 159,406 $37.7M
T. Rowe Price Investment Management, Inc. 0.02% Add +14.0% 159,000 $37.6M
Academy Capital Management 6.00% Reduce -0.1% 140,503 $33.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +71.6% 134,848 $31.9M
PhiloSmith Capital Corp 8.83% Add +8.2% 132,700 $31.4M
JPMorgan Chase & Co. 0.00% Add +9.4% 118,353 $28.0M
Raymond James & Associates 0.02% Reduce -0.1% 116,026 $27.4M
Principal Financial Group Inc. 0.02% Reduce -47.5% 114,604 $27.1M
Natixis Advisors, LLC 0.06% Add +0.2% 113,462 $26.8M
Rhumbline Advisers 0.02% Reduce -7.8% 104,737 $24.8M
Goldman Sachs Group Inc. 0.00% Add +4.6% 102,248 $24.2M
Los Angeles Capital Management LLC 0.08% Add +66.3% 99,758 $23.6M
WCM Investment Management, LLC 0.05% Add +1.5% 81,515 $19.3M
First Trust Advisors LP 0.02% Add +97.0% 78,326 $18.5M
Schroder Investment Management Group 0.02% Reduce -42.5% 77,276 $18.3M
Prospector Partners LLC 2.15% Reduce -9.5% 76,845 $18.2M
California Public Employees Retirement System 0.01% Reduce -9.7% 74,199 $17.6M
Envestnet Asset Management Inc. 0.01% Add +17.6% 72,827 $17.2M
Swiss National Bank 0.01% Reduce -0.7% 68,600 $16.2M
Qube Research & Technologies Ltd 0.03% Add +25.7% 66,631 $15.8M
Legal & General Group Plc 0.00% Reduce -9.0% 66,446 $15.7M
American Century Companies Inc. 0.01% Add +13.2% 66,152 $15.7M
Parkwood LLC 1.92% Add +56.7% 65,099 $15.4M
Leeward Investments, LLC - MA 0.71% Reduce -34.6% 64,926 $15.4M
Stifel Financial Corp. 0.02% Reduce -2.7% 63,651 $15.1M
Ameriprise Financial Inc. 0.00% Add +16.3% 61,706 $14.6M
Man Group plc 0.04% Reduce -1.9% 60,382 $14.3M
D. E. Shaw & Co. 0.02% Add +195.4% 58,566 $13.9M
Running Oak Capital LLC 1.92% Add +9.2% 52,339 $12.4M
Sei Investments Co. 0.02% Add +19.1% 51,300 $12.1M
Alps Advisors Inc. 0.08% Add +16.1% 49,964 $11.8M
Victory Capital Management Inc. 0.01% Reduce -68.5% 49,932 $11.8M
SVB Wealth LLC 0.28% Reduce -3.8% 48,607 $11.5M
Alliancebernstein L.P. 0.00% Add +0.3% 48,171 $11.4M
Macquarie Group Ltd. 0.01% Add +24.0% 47,600 $11.3M
Logan Capital Management Inc. 0.45% Reduce -1.0% 44,484 $10.5M
EULAV Asset Management 0.28% No change 44,400 $10.5M
Regions Financial Corp. 0.08% Reduce -2.7% 43,570 $10.3M
Corebridge Financial, Inc. 0.06% — 43,527 $10.3M
Royal Bank of Canada 0.00% Reduce -17.7% 43,355 $10.3M
FIL Ltd 0.01% New 42,950 $10.2M
Retirement Systems of Alabama 0.04% Reduce -3.5% 42,472 $10.0M
Mutual of America Capital Management LLC 0.11% Reduce -6.5% 40,678 $9.6M
Brandywine Global Investment Management, LLC 0.07% Add +17.8% 37,230 $8.8M
Comerica Bank 0.04% Add +1.5% 36,035 $8.5M
Marks Group Wealth Management, Inc 0.89% Add +0.6% 35,722 $8.5M
California State Teachers Retirement System 0.01% Reduce -3.0% 34,179 $8.1M
Bank of Montreal 0.00% Add +4.4% 33,149 $7.9M
Squarepoint Ops LLC 0.03% Add +2986.9% 32,104 $7.6M
State of Alaska, Department of Revenue 0.08% No change 31,468 $7.4M
Bank of America Corp. 0.00% Reduce -28.0% 29,454 $7.0M
Russell Investments Group, Ltd. 0.01% Add +1.6% 29,355 $6.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -12.4% 28,989 $6.9M
Jane Street Group, LLC 0.01% Add +173.0% 28,976 $6.9M
Bridgewater Associates 0.04% Reduce -7.5% 28,903 $6.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.8% 28,260 $6.7M
AQR Capital Management 0.01% Add +3.8% 27,968 $6.6M
Danske Bank A/S 0.02% Reduce -44.8% 25,724 $6.1M
Aptus Capital Advisors, LLC 0.11% Add +24.7% 25,395 $6.0M
State of Tennessee, Department of Treasury 0.02% No change 24,677 $5.8M
New York State Common Retirement Fund 0.01% Reduce -0.0% 23,964 $5.7M
Robeco Institutional Asset Management B.V. 0.01% Reduce -51.6% 23,270 $5.5M
State Board of Administration of Florida Retirement System 0.01% Reduce -30.9% 22,426 $5.3M
State of Wisconsin Investment Board 0.01% Reduce -7.6% 21,468 $5.1M
Amalgamated Bank 0.04% Reduce -3.0% 20,720 $4.9M
Vestmark Advisory Solutions, Inc. 0.20% Add +0.0% 20,068 $4.7M
NewEdge Wealth, LLC 0.10% Reduce -0.3% 20,066 $4.7M
Granite Investment Partners, LLC 0.19% New 19,253 $4.6M
MetLife Investment Management, LLC 0.03% Reduce -10.2% 18,123 $4.3M
Lighthouse Investment Partners, LLC 0.24% Reduce -26.3% 18,076 $4.3M
Algert Global LLC 0.14% Add +24.5% 17,818 $4.2M
Prescott Group Capital Management, L.L.C. 0.66% Add +14.9% 17,743 $4.2M
Intech Investment Management LLC 0.05% New 17,304 $4.1M
Janus Henderson Group PLC 0.00% Reduce -1.1% 16,929 $4.0M
UBS Group AG 0.00% Add +12.3% 16,572 $3.9M

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

Show all 409 holders