PrimericaPRI

13F holders, Q1 2025 (March 31)
511holders +22
69new positions
43sold out
10famous investors
$281.35avg. 13F price*

At the end of Q1 2025, 511 institutions reported holding Primerica Inc. (PRI) in their 13F filings, up 22 from Q4 2024. 69 opened new positions and 43 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($1.0B), Vanguard Group Inc. ($994.0M) and BlackRock, Inc. ($881.3M). 10 famous investors held it, including Glenn Greenberg (5.4% of Brave Warrior Advisors's portfolio), Ron Baron (1.3% of Baron Capital (BAMCO)'s portfolio) and Cliff Asness (0.1% of AQR Capital 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions69$56.2M
Exits43$68.2M

All 13F filers, Q4 2024 → Q1 2025: 1,448,064 shares bought and 1,175,708 shares sold, net +272,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 511 holders

Kayne Anderson Rudnick Investment Management LLC 2.48% Reduce -0.1% 3,563,332 $1.0B
Vanguard Group Inc. 0.02% Add +1.1% 3,493,650 $994.0M
BlackRock, Inc. 0.02% Reduce -1.0% 3,097,267 $881.3M
FMR LLC 0.05% Reduce -1.6% 2,952,630 $840.1M
Baron Capital (BAMCO) 1.34% Reduce -3.1% 1,603,930 $456.4M
Burgundy Asset Management Ltd. 3.86% Add +1.7% 1,310,019 $372.7M
State Street Corp. 0.01% Add +0.1% 1,106,034 $314.7M
Brave Warrior Advisors 5.44% Reduce -2.3% 834,654 $237.5M
Geode Capital Management, LLC 0.02% Add +5.2% 820,285 $233.4M
Agf Management Ltd. 0.96% Reduce -1.0% 635,221 $180.7M
Dimensional Fund Advisors LP 0.04% Add +2.8% 611,437 $174.0M
Lyrical Asset Management LP 2.51% Reduce -1.2% 580,658 $165.2M
Fiduciary Management Inc. 1.35% Add +2.8% 490,923 $139.7M
Wells Fargo & Company 0.02% Reduce -3.0% 339,413 $96.6M
Northern Trust Corp. 0.01% Reduce -2.6% 337,924 $96.1M
First Trust Advisors LP 0.08% Add +1303.7% 322,171 $91.7M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.8% 321,755 $91.5M
AQR Capital Management 0.09% Add +171.8% 315,986 $89.9M
Bank of New York Mellon Corp 0.02% Reduce -1.6% 315,629 $89.8M
Westfield Capital Management Co. LP 0.38% Add +15.0% 276,225 $78.6M
Fuller & Thaler Asset Management, Inc. 0.29% Add +14.3% 263,791 $75.1M
Quantum Capital Management, LLC / NJ 7.66% Reduce -1.7% 260,323 $74.1M
Nuveen, LLC 0.02% — 548,340 $57.3M
Morgan Stanley 0.00% Reduce -7.5% 188,273 $53.6M
T. Rowe Price Investment Management, Inc. 0.03% Add +15.0% 183,699 $52.3M
FIL Ltd 0.04% Add +22.4% 160,850 $45.8M
Royal London Asset Management Ltd. 0.11% Add +1.4% 160,829 $45.8M
Invesco Ltd. 0.01% Add +9.9% 152,062 $43.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +3.3% 147,366 $41.9M
T. Rowe Price Associates Inc. 0.01% Add +2.4% 143,950 $41.0M
Qube Research & Technologies Ltd 0.06% Reduce -14.4% 140,639 $40.0M
Academy Capital Management 6.67% Reduce -2.9% 135,815 $38.6M
Goldman Sachs Group Inc. 0.01% Add +27.7% 129,666 $36.9M
Raymond James Financial Inc. 0.01% Reduce -0.9% 124,798 $35.5M
PhiloSmith Capital Corp 9.25% No change 118,200 $33.6M
Millennium Management 0.03% Reduce -53.6% 111,362 $31.7M
California Public Employees Retirement System 0.02% Reduce -1.7% 109,812 $31.2M
Natixis Advisors, LLC 0.06% Reduce -1.6% 108,218 $30.8M
JPMorgan Chase & Co. 0.00% Reduce -7.9% 108,032 $30.7M
Envestnet Asset Management Inc. 0.01% Reduce -2.4% 102,414 $29.1M
Los Angeles Capital Management LLC 0.13% Reduce -16.9% 99,790 $28.4M
American Century Companies Inc. 0.02% Add +20.1% 94,670 $26.9M
UBS Group AG 0.01% Add +39.5% 94,523 $26.9M
Rhumbline Advisers 0.02% Reduce -2.3% 92,500 $26.3M
Bank of America Corp. 0.00% Add +132.3% 83,134 $23.7M
Man Group plc 0.07% Add +10.2% 80,594 $22.9M
Sei Investments Co. 0.03% Add +4.5% 79,060 $22.5M
Prospector Partners LLC 2.53% Reduce -0.4% 76,878 $21.9M
Principal Financial Group Inc. 0.01% Add +0.4% 76,780 $21.8M
Schroder Investment Management Group 0.02% Reduce -1.6% 69,195 $19.6M
Legal & General Group Plc 0.01% Add +2.9% 68,390 $19.5M
Citadel Advisors 0.02% Reduce -26.9% 65,123 $18.5M
Swiss National Bank 0.01% Reduce -2.7% 64,700 $18.4M
Renaissance Technologies 0.03% Reduce -30.4% 63,000 $17.9M
WCM Investment Management, LLC 0.04% Reduce -23.9% 57,936 $16.4M
Voloridge Investment Management, LLC 0.06% Add +34.1% 57,415 $16.3M
Running Oak Capital LLC 1.95% Add +6.0% 56,850 $16.2M
Danske Bank A/S 0.05% Add +66.2% 56,123 $16.0M
Victory Capital Management Inc. 0.02% Add +19.3% 55,216 $15.7M
Ameriprise Financial Inc. 0.00% Reduce -5.8% 51,935 $14.8M
D. E. Shaw & Co. 0.02% Add +3.5% 50,110 $14.3M
Trexquant Investment LP 0.16% Add +36.6% 47,622 $13.5M
Artemis Investment Management LLP 0.20% Add +136.4% 45,604 $13.0M
Alliancebernstein L.P. 0.00% Reduce -0.2% 44,785 $12.7M
EULAV Asset Management 0.31% No change 44,400 $12.6M
Royal Bank of Canada 0.00% Add +0.6% 43,739 $12.4M
Brandywine Global Investment Management, LLC 0.09% Add +59.0% 43,719 $12.4M
Stifel Financial Corp. 0.01% Reduce -34.6% 42,017 $12.0M
Regions Financial Corp. 0.09% Reduce -0.5% 41,442 $11.8M
Aptus Capital Advisors, LLC 0.13% Add +13.2% 40,779 $11.6M
Retirement Systems of Alabama 0.04% Add +0.1% 40,615 $11.6M
Logan Capital Management Inc. 0.52% Reduce -2.7% 39,865 $11.3M
Vestmark Advisory Solutions, Inc. 0.28% Add +93.3% 38,678 $11.0M
Mutual of America Capital Management LLC 0.12% Reduce -1.9% 37,134 $10.6M
Corebridge Financial, Inc. 0.06% Reduce -2.4% 36,859 $10.5M
Gotham Asset Management 0.08% Add +53.0% 34,998 $10.0M
Bank of Montreal 0.01% Add +0.4% 34,730 $9.9M
Comerica Bank 0.04% Add +8.1% 33,069 $9.4M
Marks Group Wealth Management, Inc 0.89% Reduce -2.3% 32,601 $9.3M
Public Sector Pension Investment Board 0.04% New 32,452 $9.2M
Van Eck Associates Corp. 0.01% Add +10.8% 32,120 $9.1M
State of Alaska, Department of Revenue 0.10% Add +0.3% 31,598 $9.0M
California State Teachers Retirement System 0.01% Reduce -1.1% 31,287 $8.9M
Prana Capital Management, LP 0.35% New 30,536 $8.7M
Lighthouse Investment Partners, LLC 0.39% Reduce -52.0% 29,953 $8.5M
Franklin Resources Inc. 0.00% Add +9.8% 29,302 $8.3M
Bridgewater Associates 0.04% Add +121.2% 28,572 $8.1M
Edgestream Partners, L.P. 0.27% Add +41.1% 27,854 $7.9M
Russell Investments Group, Ltd. 0.01% Add +51.7% 27,562 $7.8M
Parkwood LLC 0.75% Reduce -32.4% 27,045 $7.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -9.6% 26,694 $7.6M
Teacher Retirement System of Texas 0.03% Reduce -19.0% 26,538 $7.6M
Pathstone Holdings, LLC 0.03% Add +92.1% 26,515 $7.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.4% 25,963 $7.4M
Prudential Financial Inc. 0.01% Reduce -7.3% 24,431 $7.3M
Engineers Gate Manager LP 0.12% Add +8.6% 24,366 $6.9M
Algert Global LLC 0.17% Add +100.7% 24,301 $6.9M
Twinbeech Capital LP 0.12% Add +76.1% 23,148 $6.6M
State Board of Administration of Florida Retirement System 0.01% No change 22,784 $6.5M
SVB Wealth LLC 0.26% Reduce -44.2% 22,014 $6.3M

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

Show all 511 holders