PrimericaPRI

13F holders, Q2 2025 (June 30)
517holders +6
56new positions
53sold out
11famous investors
$273.63avg. 13F price*

At the end of Q2 2025, 517 institutions reported holding Primerica Inc. (PRI) in their 13F filings, up 6 from Q1 2025. 56 opened new positions and 53 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($953.1M), Vanguard Group Inc. ($947.2M) and BlackRock, Inc. ($837.6M). 11 famous investors held it, including Glenn Greenberg (5.2% of Brave Warrior Advisors's portfolio), Ron Baron (1.2% of Baron Capital (BAMCO)'s portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions56$60.0M
Exits53$50.4M

All 13F filers, Q1 2025 → Q2 2025: 1,136,069 shares bought and 1,757,866 shares sold, net −621,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 517 holders

Kayne Anderson Rudnick Investment Management LLC 2.27% Reduce -2.3% 3,482,586 $953.1M
Vanguard Group Inc. 0.02% Reduce -0.9% 3,461,068 $947.2M
BlackRock, Inc. 0.02% Reduce -1.2% 3,060,727 $837.6M
FMR LLC 0.04% Reduce -2.3% 2,883,611 $789.2M
Baron Capital (BAMCO) 1.18% Reduce -0.9% 1,588,874 $434.8M
Burgundy Asset Management Ltd. 3.55% Add +1.8% 1,333,473 $364.9M
State Street Corp. 0.01% Reduce -5.0% 1,051,231 $287.7M
Brave Warrior Advisors 5.17% Reduce -1.3% 823,992 $225.5M
Geode Capital Management, LLC 0.01% Reduce -9.4% 742,906 $203.3M
Dimensional Fund Advisors LP 0.04% Reduce -0.1% 610,804 $167.1M
Lyrical Asset Management LP 2.05% Reduce -10.6% 519,340 $142.1M
Fiduciary Management Inc. 1.29% Reduce -0.4% 489,084 $133.8M
First Trust Advisors LP 0.10% Add +35.9% 437,925 $119.8M
Agf Management Ltd. 0.52% Reduce -34.4% 416,917 $114.1M
Wells Fargo & Company 0.02% Reduce -4.3% 324,845 $88.9M
Charles Schwab Investment Management Inc. 0.02% Reduce -0.6% 319,789 $87.5M
Northern Trust Corp. 0.01% Reduce -5.7% 318,711 $87.2M
Bank of New York Mellon Corp 0.02% Add +1.0% 318,653 $87.2M
AQR Capital Management 0.06% Reduce -12.3% 277,021 $74.8M
Fuller & Thaler Asset Management, Inc. 0.26% Reduce -0.4% 262,746 $71.9M
Westfield Capital Management Co. LP 0.29% Reduce -9.4% 250,151 $68.5M
Quantum Capital Management, LLC / NJ 6.92% Reduce -10.1% 233,959 $64.0M
Millennium Management 0.05% Add +89.5% 211,057 $57.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +40.2% 206,582 $56.5M
FIL Ltd 0.04% Add +17.2% 188,567 $51.6M
T. Rowe Price Investment Management, Inc. 0.03% Add +1.8% 187,003 $51.2M
Nuveen, LLC 0.01% Reduce -66.7% 182,429 $49.9M
Morgan Stanley 0.00% Reduce -4.3% 180,187 $49.3M
Qube Research & Technologies Ltd 0.07% Add +21.7% 171,172 $46.8M
Royal London Asset Management Ltd. 0.10% Reduce -1.6% 158,256 $43.3M
Goldman Sachs Group Inc. 0.01% Add +16.6% 151,216 $41.4M
T. Rowe Price Associates Inc. 0.00% Add +0.6% 144,738 $39.6M
JPMorgan Chase & Co. 0.00% Add +26.2% 136,315 $37.3M
Academy Capital Management 5.30% Reduce -0.1% 135,698 $37.1M
Invesco Ltd. 0.01% Reduce -11.0% 135,348 $37.0M
Envestnet Asset Management Inc. 0.01% Add +30.5% 133,692 $36.6M
Raymond James Financial Inc. 0.01% Add +3.6% 129,237 $35.4M
PhiloSmith Capital Corp 9.00% No change 118,200 $32.3M
American Century Companies Inc. 0.02% Add +16.1% 109,933 $30.1M
Natixis Advisors, LLC 0.05% Reduce -2.9% 105,038 $28.7M
California Public Employees Retirement System 0.02% Reduce -7.5% 101,582 $27.8M
Copeland Capital Management, LLC 0.56% New 100,212 $27.4M
Los Angeles Capital Management LLC 0.10% Reduce -2.7% 97,090 $26.6M
Man Group plc 0.05% Add +12.6% 90,777 $24.8M
Rhumbline Advisers 0.02% Reduce -2.1% 90,544 $24.8M
Sei Investments Co. 0.03% Add +7.1% 84,671 $23.2M
Principal Financial Group Inc. 0.01% Reduce -3.0% 74,511 $20.4M
Prospector Partners LLC 2.34% Reduce -5.1% 72,982 $20.0M
D. E. Shaw & Co. 0.02% Add +41.7% 71,019 $19.4M
Schroder Investment Management Group 0.02% Add +1.3% 70,077 $19.2M
Legal & General Group Plc 0.00% Reduce -0.7% 67,900 $18.6M
UBS Group AG 0.00% Reduce -29.1% 67,066 $18.4M
Danske Bank A/S 0.05% Add +18.6% 66,546 $18.2M
Swiss National Bank 0.01% Reduce -2.3% 63,200 $17.3M
Running Oak Capital LLC 1.87% Add +8.1% 61,440 $16.8M
WCM Investment Management, LLC 0.04% Add +5.9% 61,375 $16.5M
Tudor Investment Corporation 0.12% Add +178.9% 60,112 $16.5M
Bank of America Corp. 0.00% Reduce -28.4% 59,505 $16.3M
Voloridge Investment Management, LLC 0.06% Add +3.0% 59,129 $16.2M
Victory Capital Management Inc. 0.01% Add +3.2% 56,969 $15.6M
Brandywine Global Investment Management, LLC 0.11% Add +29.9% 56,791 $15.5M
Ameriprise Financial Inc. 0.00% Add +8.9% 56,576 $15.5M
Prana Capital Management, LP 0.54% Add +78.4% 54,484 $14.9M
Two Sigma Investments, LP 0.03% Add +437.8% 53,574 $14.7M
Artemis Investment Management LLP 0.16% No change 45,604 $12.5M
Stifel Financial Corp. 0.01% Add +6.9% 44,903 $12.3M
Aptus Capital Advisors, LLC 0.12% Add +9.6% 44,693 $12.2M
EULAV Asset Management 0.29% No change 44,400 $12.2M
Alliancebernstein L.P. 0.00% Reduce -3.1% 43,394 $11.9M
Regions Financial Corp. 0.08% Add +2.6% 42,507 $11.6M
Royal Bank of Canada 0.00% Reduce -6.1% 41,078 $11.2M
Retirement Systems of Alabama 0.04% Reduce -1.1% 40,161 $11.0M
Gotham Asset Management 0.06% Add +11.5% 39,032 $10.7M
Mutual of America Capital Management LLC 0.11% Add +1.7% 37,757 $10.3M
Renaissance Technologies 0.01% Reduce -40.8% 37,300 $10.2M
Callan Family Office, LLC 0.29% Add +936.5% 33,447 $9.2M
Marks Group Wealth Management, Inc 0.85% Add +2.0% 33,254 $9.1M
Russell Investments Group, Ltd. 0.01% Add +19.9% 33,048 $9.0M
Public Sector Pension Investment Board 0.04% Add +0.8% 32,699 $8.9M
Cubist Systematic Strategies, LLC 0.09% Add +151.7% 31,479 $8.6M
Logan Capital Management Inc. 0.40% Reduce -21.2% 31,429 $8.6M
State of Alaska, Department of Revenue 0.09% Reduce -0.7% 31,373 $8.6M
California State Teachers Retirement System 0.01% Reduce -0.1% 31,239 $8.5M
Parkwood LLC 0.75% Add +10.6% 29,911 $8.2M
Comerica Bank 0.03% Reduce -11.3% 29,321 $8.0M
Van Eck Associates Corp. 0.01% Reduce -11.3% 28,477 $7.8M
Schonfeld Strategic Advisors LLC 0.06% Add +63.8% 28,174 $7.7M
Trexquant Investment LP 0.08% Reduce -42.4% 27,438 $7.5M
Prudential Financial Inc. 0.01% Add +3.3% 25,241 $7.5M
Teacher Retirement System of Texas 0.03% Add +2.3% 27,144 $7.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -3.1% 25,872 $7.1M
ExodusPoint Capital Management, LP 0.08% Add +140.4% 24,564 $6.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -6.5% 24,265 $6.6M
Bank of Montreal 0.00% Reduce -30.6% 24,101 $6.6M
Algert Global LLC 0.14% Reduce -2.4% 23,731 $6.5M
State Board of Administration of Florida Retirement System 0.01% Add +0.3% 22,844 $6.3M
LPL Financial LLC 0.00% Add +122.7% 22,344 $6.1M
Jane Street Group, LLC 0.01% Add +54.7% 21,954 $6.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +21.1% 21,855 $6.0M
Bridgewater Associates 0.02% Reduce -23.7% 21,799 $6.0M

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

Show all 517 holders