PrimericaPRI

13F holders, Q3 2024 (September 30)
451holders +42
69new positions
25sold out
10famous investors
$265.17avg. 13F price*

At the end of Q3 2024, 451 institutions reported holding Primerica Inc. (PRI) in their 13F filings, up 42 from Q2 2024. 69 opened new positions and 25 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($960.6M), Vanguard Group Inc. ($925.7M) and BlackRock, Inc. ($812.4M). 10 famous investors held it, including Glenn Greenberg (8.0% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions69$50.7M
Exits25$43.6M

All 13F filers, Q2 2024 → Q3 2024: 873,744 shares bought and 1,655,716 shares sold, net −781,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 451 holders

Kayne Anderson Rudnick Investment Management LLC 2.12% Add +0.4% 3,622,908 $960.6M
Vanguard Group Inc. 0.02% Reduce -1.9% 3,491,229 $925.7M
BlackRock, Inc. 0.02% — 3,064,016 $812.4M
FMR LLC 0.05% Reduce -1.8% 3,029,015 $803.1M
Baron Capital (BAMCO) 1.20% Reduce -7.1% 1,712,011 $453.9M
Brave Warrior Advisors 8.03% Reduce -22.7% 1,460,171 $387.2M
Burgundy Asset Management Ltd. 3.33% Add +2.4% 1,267,265 $336.0M
State Street Corp. 0.01% Reduce -0.1% 1,083,383 $287.3M
Geode Capital Management, LLC 0.01% Add +3.9% 696,839 $184.8M
Agf Management Ltd. 0.90% Add +0.6% 668,251 $177.2M
Millennium Management 0.15% Reduce -8.5% 623,260 $165.3M
Dimensional Fund Advisors LP 0.04% Reduce -3.2% 617,250 $163.7M
Lyrical Asset Management LP 2.33% Reduce -6.3% 602,341 $159.7M
Fiduciary Management Inc. 1.12% Reduce -0.1% 482,008 $127.8M
Invesco Ltd. 0.02% Reduce -28.9% 419,251 $111.2M
Wells Fargo & Company 0.02% Reduce -3.3% 376,168 $99.7M
Bank of New York Mellon Corp 0.02% Reduce -8.6% 340,529 $90.3M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.7% 332,520 $88.2M
Northern Trust Corp. 0.01% Add +7.0% 300,105 $79.6M
Quantum Capital Management, LLC / NJ 7.26% Add +0.7% 264,279 $70.1M
T. Rowe Price Associates Inc. 0.01% Reduce -10.5% 237,021 $62.8M
Fuller & Thaler Asset Management, Inc. 0.24% Add +8.6% 227,831 $60.4M
Nuveen Asset Management, LLC 0.02% Add +9.9% 208,664 $55.3M
Westfield Capital Management Co. LP 0.23% Reduce -26.7% 194,009 $51.4M
Morgan Stanley 0.00% Reduce -17.4% 178,952 $47.4M
Royal London Asset Management Ltd. 0.10% Reduce -0.4% 158,704 $42.1M
T. Rowe Price Investment Management, Inc. 0.03% Reduce -0.5% 158,290 $42.0M
Academy Capital Management 6.44% Reduce -0.2% 140,221 $37.2M
PhiloSmith Capital Corp 8.90% No change 132,700 $35.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -2.9% 130,942 $34.7M
Raymond James & Associates 0.02% Add +4.6% 121,349 $32.2M
Natixis Advisors, LLC 0.06% Reduce -0.9% 112,427 $29.8M
Los Angeles Capital Management LLC 0.12% Add +8.7% 108,399 $28.7M
Qube Research & Technologies Ltd 0.05% Add +61.1% 107,353 $28.5M
JPMorgan Chase & Co. 0.00% Reduce -11.0% 105,312 $27.9M
Goldman Sachs Group Inc. 0.01% Reduce -2.3% 99,939 $26.5M
Envestnet Asset Management Inc. 0.01% Add +36.0% 99,007 $26.3M
Rhumbline Advisers 0.02% Reduce -8.9% 95,409 $25.3M
Principal Financial Group Inc. 0.01% Reduce -31.6% 78,415 $20.8M
Prospector Partners LLC 2.20% Add +0.3% 77,055 $20.4M
WCM Investment Management, LLC 0.05% Reduce -5.4% 77,094 $20.3M
D. E. Shaw & Co. 0.03% Add +29.6% 75,890 $20.1M
Schroder Investment Management Group 0.02% Reduce -3.0% 74,927 $19.7M
Sei Investments Co. 0.03% Add +42.2% 72,926 $19.3M
American Century Companies Inc. 0.01% Add +8.1% 71,531 $19.0M
FIL Ltd 0.02% Add +64.8% 70,800 $18.8M
Citadel Advisors 0.02% Add +418.4% 70,784 $18.8M
California Public Employees Retirement System 0.01% Reduce -5.5% 70,108 $18.6M
Swiss National Bank 0.01% Reduce -2.0% 67,200 $17.8M
Legal & General Group Plc 0.00% Add +1.1% 67,154 $17.8M
Man Group plc 0.05% Add +11.2% 67,122 $17.8M
Stifel Financial Corp. 0.02% Add +0.5% 63,984 $17.0M
Renaissance Technologies 0.02% Add +952.6% 60,000 $15.9M
Ameriprise Financial Inc. 0.00% Reduce -8.9% 56,189 $14.9M
Lighthouse Investment Partners, LLC 0.78% Add +201.9% 54,577 $14.5M
Running Oak Capital LLC 1.86% Reduce -1.2% 51,725 $13.7M
Parkwood LLC 1.65% Reduce -21.3% 51,260 $13.6M
Macquarie Group Ltd. 0.01% Reduce -1.4% 46,908 $12.4M
Alliancebernstein L.P. 0.00% Reduce -4.4% 46,055 $12.2M
EULAV Asset Management 0.29% No change 44,400 $11.8M
Regions Financial Corp. 0.08% Add +0.8% 43,912 $11.6M
Logan Capital Management Inc. 0.48% Reduce -1.4% 43,880 $11.6M
Balyasny Asset Management L.P. 0.03% Add +174.2% 43,348 $11.5M
Royal Bank of Canada 0.00% Reduce -0.6% 43,097 $11.4M
First Trust Advisors LP 0.01% Reduce -47.1% 41,415 $11.0M
Retirement Systems of Alabama 0.04% Reduce -3.3% 41,093 $10.9M
Corebridge Financial, Inc. 0.06% Reduce -8.1% 40,008 $10.6M
Victory Capital Management Inc. 0.01% Reduce -20.4% 39,742 $10.5M
Mutual of America Capital Management LLC 0.11% Reduce -4.2% 38,956 $10.3M
HRT Financial LP 0.05% Add +134.1% 38,037 $10.1M
Squarepoint Ops LLC 0.03% Add +13.8% 36,536 $9.7M
Bank of America Corp. 0.00% Add +23.9% 36,507 $9.7M
Marks Group Wealth Management, Inc 0.89% Reduce -2.0% 35,016 $9.3M
Bank of Montreal 0.00% Add +4.6% 34,685 $9.1M
California State Teachers Retirement System 0.01% Reduce -4.2% 32,759 $8.7M
AQR Capital Management 0.01% Add +17.3% 32,794 $8.6M
State of Alaska, Department of Revenue 0.09% Add +0.5% 31,613 $8.4M
Trexquant Investment LP 0.10% New 31,083 $8.2M
Jane Street Group, LLC 0.01% Add +6.3% 30,806 $8.2M
CANADA LIFE ASSURANCE Co 0.01% Add +2.1% 29,587 $7.9M
Aptus Capital Advisors, LLC 0.12% Add +15.6% 29,345 $7.8M
Comerica Bank 0.03% Reduce -18.7% 29,303 $7.8M
Danske Bank A/S 0.03% Add +10.2% 28,356 $7.5M
UBS Group AG 0.00% Add +71.0% 28,331 $7.5M
Brandywine Global Investment Management, LLC 0.05% Reduce -27.5% 26,993 $7.5M
Teacher Retirement System of Texas 0.04% Add +232.6% 27,907 $7.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.4% 26,744 $7.1M
Russell Investments Group, Ltd. 0.01% Reduce -17.2% 24,312 $6.4M
Bridgewater Associates 0.04% Reduce -16.5% 24,129 $6.4M
NewEdge Wealth, LLC 0.11% Add +17.1% 23,493 $6.2M
State Board of Administration of Florida Retirement System 0.01% Add +1.9% 22,854 $6.1M
Van Eck Associates Corp. 0.01% Add +40.0% 21,646 $6.0M
State of Wisconsin Investment Board 0.01% Reduce -0.5% 21,354 $5.7M
Barclays PLC 0.00% Add +108.1% 20,471 $5.4M
Robeco Institutional Asset Management B.V. 0.01% Reduce -13.6% 20,104 $5.3M
Vestmark Advisory Solutions, Inc. 0.20% Reduce -0.0% 20,062 $5.3M
New York State Common Retirement Fund 0.01% Reduce -16.7% 19,964 $5.3M
Prudential Financial Inc. 0.01% Add +94.6% 19,480 $5.2M
Edgestream Partners, L.P. 0.22% New 19,131 $5.1M
JLB & Associates Inc. 0.64% Add +45.5% 18,879 $5.0M

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

Show all 451 holders