PrimericaPRI
13F holders, Q3 2024 (September 30)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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $50.7M |
| Exits | 25 | $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.