PrimericaPRI
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $56.2M |
| Exits | 43 | $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.