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
Janus Henderson Group PLC 0.00% Add +40.2% 21,907 $6.2M
State of Wisconsin Investment Board 0.02% Add +12.4% 21,629 $6.2M
Tudor Investment Corporation 0.05% Add +211.9% 21,549 $6.1M
Robeco Institutional Asset Management B.V. 0.01% No change 20,104 $5.7M
Barclays PLC 0.00% Reduce -34.1% 19,324 $5.5M
NewEdge Wealth, LLC 0.10% Reduce -4.0% 19,259 $5.5M
JLB & Associates Inc. 0.76% Reduce -3.0% 19,162 $5.5M
MetLife Investment Management, LLC 0.03% Reduce -1.5% 18,529 $5.3M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Reduce -36.4% 18,266 $5.2M
Magnetar Financial LLC 0.07% Add +10.1% 18,209 $5.2M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +0.8% 18,046 $5.1M
New York State Common Retirement Fund 0.01% Reduce -4.8% 18,046 $5.1M
Prescott Group Capital Management, L.L.C. 0.73% No change 17,743 $5.0M
Susquehanna Fundamental Investments, LLC 0.08% Add +12.5% 17,548 $5.0M
HighTower Advisors, LLC 0.01% Reduce -11.7% 17,291 $4.9M
Schonfeld Strategic Advisors LLC 0.03% Add +178.3% 17,206 $4.9M
Sovereign's Capital Management, LLC 2.80% Add +5.6% 16,540 $4.7M
Harbor Capital Advisors, Inc. 0.21% Add +35.6% 16,242 $4.6M
Quantinno Capital Management LP 0.03% Add +92.7% 16,191 $4.6M
&partners 0.05% Add +4.7% 15,822 $4.5M
Zacks Investment Management 0.04% Add +2.8% 15,414 $4.4M
Amalgamated Bank 0.04% Reduce -4.0% 15,293 $4.4M
Treasurer of the State of North Carolina 0.02% Add +2.6% 15,201 $4.3M
Jane Street Group, LLC 0.01% Reduce -28.0% 14,189 $4.0M
State of Tennessee, Department of Treasury 0.02% No change 14,180 $4.0M
Ensign Peak Advisors, Inc 0.01% No change 13,467 $3.8M
Intech Investment Management LLC 0.04% Reduce -21.7% 13,124 $3.7M
Capital Fund Management S.A. 0.05% New 12,795 $3.6M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -0.4% 12,688 $3.6M
Cubist Systematic Strategies, LLC 0.05% Reduce -78.3% 12,505 $3.6M
New York State Teachers Retirement System 0.01% Reduce -0.8% 12,330 $3.5M
Vest Financial, LLC 0.05% New 12,250 $3.5M
Mirabella Financial Services LLP 0.15% Add +101.1% 12,023 $3.4M
Yousif Capital Management, LLC 0.04% Reduce -2.3% 11,844 $3.4M
O'shaughnessy Asset Management, LLC 0.03% Add +56.2% 11,466 $3.3M
Citigroup Inc. 0.00% Add +17.1% 11,426 $3.3M
Blair William & Co. 0.01% Reduce -9.5% 11,418 $3.2M
Teachers Retirement System of the State of Kentucky 0.03% No change 11,220 $3.2M
Ieq Capital, LLC 0.03% Add +108.5% 11,069 $3.1M
Granite Investment Partners, LLC 0.15% Reduce -21.4% 10,565 $3.0M
Crossmark Global Holdings, Inc. 0.05% Add +46.7% 10,532 $3.0M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -25.3% 10,460 $3.0M
Allen Investment Management, LLC 0.03% No change 10,398 $3.0M
Janney Montgomery Scott LLC 0.01% Add +1.2% 10,323 $2.9M
Corient Private Wealth LP 0.00% Add +18.9% 10,282 $2.9M
Public Employees Retirement System of Ohio 0.01% Reduce -11.6% 10,232 $2.9M
Commerce Bank 0.02% Reduce -8.6% 10,221 $2.9M
ExodusPoint Capital Management, LP 0.04% Reduce -41.9% 10,216 $2.9M
AlphaQuest LLC 0.31% Reduce -17.2% 10,179 $2.9M
Wbi Investments, LLC 0.76% New 10,088 $2.9M
LPL Financial LLC 0.00% Reduce -4.3% 10,035 $2.9M
Two Sigma Investments, LP 0.01% Reduce -55.1% 9,962 $2.8M
Atria Investments, Inc 0.04% Add +1.8% 9,910 $2.8M
Nebula Research & Development LLC 0.25% Add +64.4% 9,657 $2.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.15% No change 9,600 $2.7M
Arizona State Retirement System 0.02% Reduce -2.5% 9,573 $2.7M
State of New Jersey Common Pension Fund D 0.01% Reduce -21.9% 9,499 $2.7M
Allianz Asset Management GmbH 0.00% New 9,428 $2.7M
Pinebridge Investments, L.P. 0.02% Reduce -47.5% 9,303 $2.6M
Louisiana State Employees Retirement System 0.05% No change 9,300 $2.6M
KLP Kapitalforvaltning As 0.01% Add +2.2% 9,300 $2.6M
DAVENPORT & Co LLC 0.02% Reduce -0.6% 9,174 $2.6M
Handelsbanken Fonder AB 0.01% No change 8,937 $2.5M
TD Asset Management Inc 0.00% Add +1.8% 8,921 $2.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -3.8% 8,716 $2.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 8,714 $2.5M
Voya Investment Management LLC 0.00% Add +72.8% 8,683 $2.5M
Brant Point Investment Management LLC 0.58% Reduce -67.7% 8,396 $2.4M
Amundi 0.00% Reduce -70.4% 8,368 $2.3M
State of Michigan Retirement System 0.01% Add +1.3% 8,019 $2.3M
Squarepoint Ops LLC 0.01% Reduce -78.5% 7,996 $2.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.2% 7,977 $2.3M
Thrivent Financial for Lutherans 0.01% Reduce -0.4% 7,824 $2.2M
QSV Equity Investors LLC 2.23% Reduce -0.2% 7,575 $2.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.0% 7,420 $2.1M
Brevan Howard Capital Management LP 0.06% Add +157.7% 7,311 $2.1M
Truist Financial Corp. 0.00% Reduce -8.6% 7,016 $2.0M
Susquehanna International Group, LLP 0.00% Add +21.4% 6,943 $2.0M
Townsquare Capital LLC 0.02% Add +30.5% 6,873 $2.0M
Ofi Invest Asset Management 0.05% Reduce -7.5% 7,400 $1.9M
New Mexico Educational Retirement Board 0.07% Reduce -9.3% 6,800 $1.9M
Illinois Municipal Retirement Fund 0.03% Add +24.2% 6,794 $1.9M
Lanark Financial, Inc. 0.16% — 6,785 $1.9M
Oregon Public Employees Retirement Fund 0.04% No change 6,778 $1.9M
New Age Alpha Advisors, LLC 0.09% New 6,756 $1.9M
James Investment Research, Inc. 0.24% Reduce -1.3% 6,753 $1.9M
STRS Ohio 0.01% Reduce -13.1% 6,686 $1.9M
Ameritas Investment Partners, Inc. 0.06% Reduce -1.8% 6,566 $1.9M
SkyView Investment Advisors, LLC 0.28% Add +5.2% 6,546 $1.9M
Empowered Funds, LLC 0.03% New 6,195 $1.8M
Lazard Asset Management LLC 0.00% Add +21.5% 6,156 $1.8M
Creative Planning 0.00% Reduce -3.2% 6,010 $1.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 5,974 $1.7M
PNC Financial Services Group, Inc. 0.00% Add +3.8% 5,818 $1.7M
Kingsview Wealth Management, LLC 0.03% Reduce -0.7% 5,810 $1.7M
OneDigital Investment Advisors LLC 0.02% Add +9.9% 5,678 $1.6M
Tidal Investments LLC 0.01% Reduce -4.2% 5,623 $1.6M
Gsa Capital Partners LLP 0.14% Reduce -29.4% 5,488 $1.6M
Holocene Advisors, LP 0.00% New 5,398 $1.5M
Ausbil Investment Management Ltd 0.93% Add +75.9% 5,329 $1.5M
Cerity Partners LLC 0.00% Add +21.7% 5,201 $1.5M
Vestcor Inc 0.05% Add +1.7% 5,196 $1.5M
Cwm, LLC 0.01% Add +57.4% 5,092 $1.4M
Sanctuary Advisors, LLC 0.01% Reduce -13.0% 5,048 $1.4M
World Investment Advisors 0.04% Add +1.8% 5,038 $1.4M
Nisa Investment Advisors, LLC 0.01% No change 5,028 $1.4M
NJ State Employees Deferred Compensation Plan 0.18% No change 5,000 $1.4M
LRT Capital Management, LLC 0.97% Reduce -63.8% 4,995 $1.4M
Pictet Asset Management Holding SA 0.00% Add +2.3% 4,977 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +45.6% 4,928 $1.4M
OMERS ADMINISTRATION Corp 0.01% New 4,900 $1.4M
Dixon Fnancial Services, Inc. 0.75% No change 4,857 $1.4M
Deutsche Bank AG 0.00% Reduce -64.0% 4,806 $1.4M
Mackenzie Financial Corp. 0.00% New 4,676 $1.3M
Verition Fund Management LLC 0.01% Reduce -22.6% 4,629 $1.3M
Great Lakes Advisors, LLC 0.01% Add +1.7% 4,619 $1.3M
Impact Capital Partners LLC 0.47% Add +9.8% 4,594 $1.3M
Avior Wealth Management, LLC 0.05% No change 4,588 $1.3M
Vanguard Personalized Indexing Management, LLC 0.02% Add +3.2% 4,525 $1.3M
Quantum Private Wealth, LLC 0.48% No change 4,470 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Add +110.5% 4,308 $1.2M
Norges Bank 0.00% Reduce -40.3% 4,193 $1.2M
First Citizens Bank & Trust Co. 0.03% Reduce -22.7% 4,121 $1.2M
Aquatic Capital Management LLC 0.03% Reduce -64.4% 4,077 $1.2M
Neuberger Berman Group LLC 0.00% Add +25.6% 4,052 $1.2M
ELCO Management Co., LLC 0.63% No change 4,000 $1.1M
Xponance LLC 0.01% Add +1.2% 3,945 $1.1M
Public Employees Retirement Association of Colorado 0.00% No change 3,937 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -14.3% 3,930 $1.1M
Picton Mahoney Asset Management 0.04% New 3,844 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -6.1% 3,821 $1.1M
Orion Portfolio Solutions, LLC 0.01% Reduce -6.1% 3,821 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -48.6% 3,743 $1.1M
Wesbanco Bank Inc. 0.04% No change 3,651 $1.0M
Lecap Asset Management Ltd. 0.24% New 3,614 $1.0M
Dana Investment Advisors, Inc. 0.04% Reduce -3.9% 3,582 $1.0M
New York Life Investment Management LLC 0.01% Reduce -0.2% 3,567 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -1.0% 3,519 $1.0M
Erste Asset Management GmbH 0.01% No change 3,500 $992K
MGB Wealth Management, LLC 0.36% Add +6.2% 3,474 $987K
Mariner, LLC 0.00% Add +32.5% 3,459 $984K
Meeder Advisory Services, Inc. 0.06% Reduce -1.9% 3,438 $978K
Allspring Global Investments Holdings, LLC 0.00% Reduce -18.1% 3,375 $972K
Callan Family Office, LLC 0.07% Reduce -35.8% 3,227 $918K
Connable Office Inc. 0.10% No change 3,212 $914K
Macquarie Group Ltd. 0.00% Reduce -93.2% 3,191 $908K
Mgo One Seven LLC 0.04% Add +8.7% 3,189 $907K
Federated Hermes, Inc. 0.00% Reduce -16.4% 3,160 $899K
Ethic Inc. 0.02% Add +2.9% 3,107 $895K
Apollon Wealth Management, LLC 0.02% Reduce -0.1% 3,135 $892K
Meritage Portfolio Management 0.06% Add +0.6% 3,116 $887K
Oppenheimer Asset Management Inc. 0.01% Add +1.4% 3,095 $881K
Y-Intercept (Hong Kong) Ltd 0.06% Reduce -29.8% 3,075 $875K
Curated Wealth Partners LLC 0.11% No change 3,039 $865K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.6% 2,986 $850K
iSAM Funds (UK) Ltd 0.42% Reduce -40.2% 2,962 $843K
Shell Asset Management Co. 0.04% Reduce -5.8% 2,957 $841K
Cibc World Market Inc. 0.00% Reduce -0.6% 2,946 $838K
M&T Bank Corp 0.00% Add +4.1% 2,881 $820K
Sendero Wealth Management, LLC 0.11% Add +17.5% 2,871 $817K
Numerai GP LLC 0.15% New 2,835 $807K
Everhart Financial Group, Inc. 0.11% Add +5.6% 2,826 $804K
D.A. Davidson & Co. 0.01% No change 2,768 $788K
Inspire Investing, LLC 0.09% New 2,700 $768K
Farringdon Capital, Ltd. 0.36% New 2,527 $719K
Securian Asset Management, Inc. 0.02% No change 2,523 $718K
Caprock Group, LLC 0.02% New 2,517 $716K
Cynosure Group, LLC 0.09% Add +7.1% 2,412 $686K
Brown Advisory Inc. 0.00% Reduce -7.0% 2,392 $681K
Osaic Holdings, Inc. 0.00% Add +261.6% 2,365 $673K
Ritholtz Wealth Management 0.02% New 2,366 $673K
Centiva Capital, LP 0.04% New 2,351 $669K
HSBC Holdings PLC 0.00% Reduce -46.4% 2,287 $651K
TD Waterhouse Canada Inc. 0.01% Add +271.0% 2,237 $644K
Coldstream Capital Management Inc. 0.01% Reduce -0.9% 2,246 $639K
Kestra Private Wealth Services, LLC 0.01% Add +1.4% 2,242 $638K
Tower Research Capital LLC (TRC) 0.02% Reduce -4.5% 2,241 $638K
Panagora Asset Management Inc. 0.00% Reduce -91.5% 2,233 $635K
Captrust Financial Advisors 0.00% Add +42.8% 2,218 $631K
Argent Trust Co 0.03% Add +23.4% 2,216 $631K
United Services Automobile Association 0.02% New 2,205 $625K
Virtu Financial LLC 0.03% New 2,174 $618K
Becker Capital Management Inc. 0.02% No change 2,165 $616K
Integrated Wealth Concepts LLC 0.01% Add +20.6% 2,142 $609K
Banque Cantonale Vaudoise 0.03% — 2,115 $602K
Two Sigma Advisers, LP 0.00% Reduce -34.4% 2,100 $598K
HB Wealth Management, LLC 0.01% Add +1.9% 2,088 $594K
BTC Capital Management, Inc. 0.05% Reduce -4.0% 2,078 $591K
Quadrant Capital Group LLC 0.02% Add +329.7% 2,067 $588K
Sylvest Advisors, LLC 0.36% No change 2,000 $569K
Farther Finance Advisors, LLC 0.01% Add +8.2% 1,914 $551K
DekaBank Deutsche Girozentrale 0.00% No change 1,960 $550K
Aspen Grove Capital, LLC 0.11% New 1,928 $549K
Flputnam Investment Management Co. 0.01% Reduce -19.0% 1,913 $544K
Intrust Bank NA 0.05% Reduce -7.2% 1,899 $540K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.2% 1,885 $536K
Sterling Capital Management LLC 0.01% Reduce -7.7% 1,847 $526K
Summit Trail Advisors, LLC 0.02% Add +4.3% 1,840 $524K
Utah Retirement Systems 0.01% No change 1,800 $512K
Assetmark, Inc. 0.00% Add +17.1% 1,778 $506K
Vident Advisory, LLC 0.01% Add +54.9% 1,721 $490K
EntryPoint Capital, LLC 0.22% Reduce -17.0% 1,701 $484K
Cetera Investment Advisers 0.00% Reduce -8.0% 1,683 $479K
Advisory Alpha, LLC 0.02% Reduce -4.7% 1,669 $475K
Mercer Global Advisors Inc. 0.00% Add +42.6% 1,660 $472K
Seeds Investor LLC 0.13% Add +1.6% 1,631 $464K
Maridea Wealth Management LLC 0.15% New 1,601 $456K
Radnor Capital Management, LLC 0.08% No change 1,600 $455K
Fifth Third Bancorp 0.00% Reduce -1.6% 1,580 $450K
Maryland State Retirement & Pension System 0.01% Reduce -12.5% 1,574 $448K
Bridges Investment Management Inc. 0.01% Add +2.5% 1,571 $447K
GAMMA Investing LLC 0.03% Add +38.1% 1,558 $443K
Harvest Investment Services, LLC 0.12% New 1,551 $441K
Machina Capital S.A.S. 0.13% New 1,544 $439K
Inspire Advisors, LLC 0.05% New 1,527 $435K
PFW Advisors LLC 0.14% No change 1,521 $433K
Great Valley Advisor Group, Inc. 0.01% Add +0.3% 1,507 $429K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 1,500 $427K
Pacer Advisors, Inc. 0.00% Reduce -70.3% 1,480 $421K
Petros Family Wealth, LLC 0.46% Add +2.3% 1,459 $415K
ProShare Advisors LLC 0.00% Reduce -8.9% 1,422 $405K
Mutual Advisors, LLC 0.01% Add +10.8% 1,545 $404K
KBC Group NV 0.00% Add +5.7% 1,405 $400K
Focus Partners Wealth 0.00% Add +6.2% 1,398 $398K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +216.9% 1,391 $396K
R Squared Ltd 0.42% Reduce -15.8% 1,380 $393K
SG Americas Securities, LLC 0.00% New 1,366 $389K
Advisors Asset Management, Inc. 0.01% Add +20.9% 1,358 $386K
Jones Financial Companies LLLP 0.00% Add +37.2% 1,346 $381K
Inceptionr LLC 0.11% New 1,304 $371K
Leavell Investment Management, Inc. 0.02% Add +14.4% 1,292 $368K
Cresset Asset Management, LLC 0.00% Add +43.0% 1,284 $365K
Pitcairn Co. 0.02% Reduce -0.2% 1,271 $362K
IFP Advisors, Inc 0.01% Add +8.4% 1,262 $359K
Shelton Capital Management 0.01% Reduce -6.1% 1,198 $341K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -29.9% 1,181 $336K
Atria Wealth Solutions, Inc. 0.00% Add +2.5% 1,177 $335K
Forum Financial Management, LP 0.01% Reduce -7.6% 1,175 $334K
Dynamic Technology Lab Private Ltd 0.05% Reduce -74.5% 1,169 $333K
Graham Capital Management, L.P. 0.02% Reduce -79.9% 1,144 $326K
CIBC Asset Management Inc 0.00% Add +1.9% 1,129 $321K
Freestone Grove Partners LP 0.00% New 1,118 $318K
NDVR, Inc. 0.31% Reduce -4.5% 1,084 $308K
Brookstone Capital Management 0.00% Add +0.4% 1,084 $308K
Ifrah Financial Services, Inc. 0.09% Reduce -8.9% 1,077 $306K
IFC Advisors LLC 0.06% Add +26.6% 1,060 $302K
Wealth Alliance, LLC 0.04% Reduce -1.7% 1,056 $300K
Mayfair Advisory Group, LLC 0.17% Add +7.9% 1,052 $299K
Olympiad Research LP 0.34% New 1,021 $291K
MML Investors Services, LLC 0.00% Add +16.2% 1,017 $289K
Riverwater Partners LLC 0.15% Reduce -4.8% 1,000 $285K
Wilmington Savings Fund Society, FSB 0.01% Reduce -0.6% 989 $281K
Prelude Capital Management, LLC 0.03% New 988 $281K
Pallas Capital Advisors LLC 0.01% New 983 $280K
Versor Investments LP 0.04% Reduce -72.6% 950 $270K
Martingale Asset Management L P 0.01% No change 940 $267K
Evergreen Capital Management LLC 0.01% Add +22.0% 925 $263K
CIBC Private Wealth Group LLC 0.00% Add +31.9% 1,072 $262K
Institute for Wealth Management, LLC. 0.03% Add +0.1% 919 $262K
Ballentine Partners, LLC 0.00% Add +1.8% 915 $260K
Blue Square Asset Management, LLC 0.14% No change 913 $260K
Anb Bank 0.11% Add +1.1% 903 $257K
Kestra Advisory Services, LLC 0.00% Reduce -12.1% 878 $250K
HBW Advisory Services LLC 0.04% No change 866 $246K
1832 Asset Management L.P. 0.00% No change 866 $246K
CW Advisors, LLC 0.00% Add +10.2% 856 $244K
MQS Management LLC 0.14% New 855 $243K
Axxcess Wealth Management, LLC 0.01% Add +0.2% 846 $241K
Praxis Investment Management Inc. 0.02% No change 840 $239K
Applied Finance Capital Management, LLC 0.02% Add +5.3% 839 $239K
GPS Wealth Strategies Group, LLC 0.03% Reduce -23.1% 824 $235K
Profund Advisors LLC 0.01% Reduce -1.3% 815 $232K
Quantbot Technologies LP 0.01% Reduce -32.9% 803 $228K
XTX Topco Ltd 0.01% Reduce -44.0% 801 $228K
AE Wealth Management LLC 0.00% New 797 $227K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -2.7% 792 $225K
Gator Capital Management, LLC 0.09% No change 790 $225K
Petrus Trust Company, LTA 0.02% Reduce -55.5% 789 $224K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -8.0% 789 $224K
Full Sail Capital, LLC 0.01% Reduce -1.9% 781 $222K
SlateStone Wealth, LLC 0.02% Add +0.1% 781 $222K
Fullcircle Wealth LLC 0.09% Add +15.9% 840 $222K
Fifth Third Wealth Advisors LLC 0.01% Add +0.4% 772 $220K
Hamilton Capital Partners Inc. 0.01% Reduce -2.8% 770 $219K
Forthright Family Wealth Advisory LLC 0.14% No change 763 $217K
Focus Partners Advisor Solutions, LLC 0.00% New 757 $215K
CFC Planning Co LLC 0.24% New 756 $215K
Two Sigma Securities, LLC 0.03% Reduce -48.5% 741 $211K
Sivia Capital Partners, LLC 0.10% New 738 $210K
X-Square Capital, LLC 0.09% New 735 $209K
denkapparat Operations GmbH 0.22% New 732 $208K
Ascent Group, LLC 0.01% New 731 $208K
Citizens Financial Group Inc. 0.00% New 731 $208K
Scientech Research LLC 0.05% New 726 $207K
Crestwood Advisors Group, LLC 0.00% New 726 $207K
Benjamin Edwards Inc. 0.00% New 724 $206K
US Bancorp \de 0.00% Add +5.0% 720 $205K
United Community Bank 0.08% Reduce -0.7% 710 $202K
Daiwa Securities Group Inc. 0.00% Add +76.3% 670 $191K
Atlas Capital Advisors Inc. 0.02% No change 659 $188K
Huntington National Bank 0.00% Reduce -2.5% 585 $166K
Blue Trust, Inc. 0.00% Add +16.7% 503 $143K
Signaturefd, LLC 0.00% Reduce -0.2% 494 $141K
Point72 (DIFC) Ltd 0.01% Reduce -80.8% 489 $139K
UMB Bank, n.a. 0.00% Add +89.2% 454 $129K
Whittier Trust Co. of Nevada Inc. 0.00% No change 435 $124K
Versant Capital Management, Inc 0.02% Add +320.8% 425 $121K
TD Private Client Wealth LLC 0.00% Add +15.3% 421 $120K
NewEdge Advisors, LLC 0.00% No change 396 $113K
CI Investments Inc. 0.00% Reduce -7.7% 361 $103K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.1% 350 $100K
Parallel Advisors, LLC 0.00% Add +26.9% 307 $87K
Allworth Financial LP 0.00% Reduce -2.4% 323 $85K
PEAK6 LLC 0.00% New 295 $84K
City State Bank 0.03% No change 294 $84K
Bessemer Group Inc. 0.00% Add +14.6% 291 $83K
HM Payson & Co. 0.00% Reduce -65.6% 277 $79K
Geneos Wealth Management Inc. 0.00% Add +205.8% 263 $75K
Compass Wealth Management LLC 0.02% No change 256 $73K
Summit Securities Group LLC 0.04% New 224 $64K
Hemington Wealth Management 0.01% Add +8.3% 221 $62K
Bokf, NA 0.00% Reduce -20.0% 200 $57K
Lindbrook Capital, LLC 0.01% Add +169.4% 194 $55K
Nomura Asset Management Co. Ltd. 0.00% No change 190 $54K
Federation des caisses Desjardins du Quebec 0.00% Add +23.8% 182 $52K
EverSource Wealth Advisors, LLC 0.00% Add +42.9% 180 $51K
Quarry LP 0.01% Reduce -76.8% 169 $48K
Headlands Technologies LLC 0.01% Add +2300.0% 168 $48K
Caitong International Asset Management Co., Ltd 0.04% Reduce -4.0% 167 $48K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -93.5% 163 $47K
Arax Advisory Partners 0.00% Add +358.8% 156 $44K
Larson Financial Group LLC 0.00% Add +0.7% 140 $40K
ORG Partners LLC 0.01% No change 126 $36K
Golden State Wealth Management, LLC 0.01% No change 123 $35K
Private Trust Co. NA 0.00% Add +3.5% 118 $34K
V-Square Quantitative Management LLC 0.00% No change 116 $33K
True Wealth Design, LLC 0.01% Add +13.3% 111 $32K
C M Bidwell & Associates Ltd. 0.02% No change 103 $29K
Quent Capital, LLC 0.00% No change 102 $29K
Parkside Financial Bank & Trust 0.00% Reduce -3.9% 100 $28K
Covestor Ltd 0.02% No change 93 $27K
Optiver Holding B.V. 0.00% New 92 $26K
Clearstead Advisors, LLC 0.00% Add +0.0% 90 $26K
Bartlett & Co. Wealth Management LLC 0.00% No change 88 $25K
MAI Capital Management 0.00% Reduce -9.4% 87 $25K
MassMutual Private Wealth & Trust, FSB 0.00% No change 85 $24K
Brooklyn Investment Group 0.01% Add +8.0% 81 $23K
Contravisory Investment Management, Inc. 0.00% No change 81 $23K
Physician Wealth Advisors, Inc. 0.00% No change 80 $23K
Smartleaf Asset Management LLC 0.00% Add +36.2% 79 $22K
Principal Securities, Inc. 0.00% No change 75 $20K
AdvisorNet Financial, Inc 0.00% New 71 $20K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 70 $20K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 65 $18K
Wayfinding Financial, LLC 0.01% New 66 $18K
Rise Advisors, LLC 0.01% Reduce -33.0% 61 $17K
New England Capital Financial Advisors LLC 0.01% No change 50 $14K
Promethos Capital, LLC 0.01% No change 50 $14K
Anchor Investment Management, LLC 0.00% No change 50 $14K
SRH Advisors, LLC 0.00% No change 38 $11K
JFS Wealth Advisors, LLC 0.00% No change 37 $11K
Capital Advisors, Ltd. LLC 0.00% No change 34 $10K
Fourth Dimension Wealth, LLC 0.00% No change 30 $9K
Brown Brothers Harriman & Co. 0.00% No change 30 $9K
Kestra Investment Management, LLC 0.00% New 25 $7K
Farmers & Merchants Investments Inc. 0.00% Add +71.4% 24 $7K
Bogart Wealth, LLC 0.00% No change 23 $7K
Hantz Financial Services, Inc. 0.00% New 19 $5K
TD Capital Management LLC 0.00% No change 16 $5K
Clearstead Trust, LLC 0.00% New 16 $5K
High Note Wealth, LLC 0.00% No change 16 $5K
MPWM Advisory Solutions, LLC 0.00% No change 14 $4K
Whipplewood Advisors, LLC 0.00% Add +228.6% 46 $4K
Westside Investment Management, Inc. 0.00% No change 13 $4K
Oakworth Capital, Inc. 0.00% New 13 $4K
DiNuzzo Private Wealth, Inc. 0.00% Add +9.1% 12 $3K
Hexagon Capital Partners LLC 0.00% Reduce -35.3% 11 $3K
Bell Investment Advisors, Inc 0.00% No change 9 $3K
SJS Investment Consulting Inc. 0.00% No change 9 $3K
Financial Management Professionals, Inc. 0.00% No change 9 $3K
NewSquare Capital LLC 0.00% Add +350.0% 9 $3K
Harbour Investments, Inc. 0.00% No change 9 $3K
Horizon Investments, LLC 0.00% No change 9 $3K
Rialto Wealth Management, LLC 0.00% New 8 $2K
National Bank of Canada 0.00% New 8 $2K
Bruce G. Allen Investments, LLC 0.00% No change 8 $2K
Global Financial Private Client, LLC 0.00% Add +166.7% 8 $2K
First Pacific Financial 0.00% New 7 $2K
First Horizon Advisors, Inc. 0.00% No change 7 $2K
Sound Income Strategies, LLC 0.00% No change 6 $2K
S&T Bank 0.00% New 6 $2K
Valued Wealth Advisors LLC 0.00% No change 5 $1K
WPG Advisers, LLC 0.00% New 5 $1K
Sachetta, LLC 0.00% No change 5 $1K
Glen Eagle Advisors, LLC 0.00% No change 4 $1K
Manchester Capital Management LLC 0.00% Add +33.3% 4 $1K
Creative Financial Designs Inc. 0.00% New 3 $854
CENTRAL TRUST Co 0.00% No change 3 $854
Parkworth Wealth Management, Inc. 0.00% No change 2 $569
Bare Financial Services, Inc 0.00% New 2 $569
Perkins Coie Trust Co 0.00% New 2 $569
CVA Family Office, LLC 0.00% New 2 $569
HFM Investment Advisors, LLC 0.00% — 1 $285
Rothschild Investment LLC 0.00% No change 1 $285
SouthState Bank Corp 0.00% New 1 $285
TFC Financial Management, Inc. 0.00% New 1 $285
SBI Securities Co., Ltd. 0.00% No change 1 $285
CoreCap Advisors, LLC 0.00% No change 1 $285
Bay Harbor Wealth Management, LLC 0.00% New 1 $284
Principia Wealth Advisory, LLC 0.00% Reduce -50.0% 1 $263
Avion Wealth 0.00% New 3 $0

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