PrimericaPRI
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 497 institutions reported holding Primerica Inc. (PRI) in their 13F filings, down 20 from Q2 2025. 49 opened new positions and 63 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($943.7M), Vanguard Group Inc. ($937.8M) and BlackRock, Inc. ($832.0M). 9 famous investors held it, including Glenn Greenberg (4.9% of Brave Warrior Advisors's portfolio), Ron Baron (1.0% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $88.3M |
| Exits | 63 | $67.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,152,057 shares bought and 1,604,641 shares sold, net −452,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 497 holders
| Kayne Anderson Rudnick Investment Management LLC | 2.30% | Reduce -2.4% | 3,399,600 | $943.7M |
| Vanguard Group Inc. | 0.01% | Reduce -2.4% | 3,378,192 | $937.8M |
| BlackRock, Inc. | 0.01% | Reduce -2.1% | 2,997,107 | $832.0M |
| FMR LLC | 0.04% | Add +0.3% | 2,892,250 | $802.9M |
| Baron Capital (BAMCO) | 1.04% | Reduce -11.4% | 1,408,241 | $390.9M |
| Burgundy Asset Management Ltd. | 3.37% | Reduce -0.6% | 1,324,968 | $356.9M |
| State Street Corp. | 0.01% | Reduce -1.8% | 1,032,474 | $286.6M |
| Geode Capital Management, LLC | 0.01% | Add +1.8% | 756,375 | $210.0M |
| Brave Warrior Advisors | 4.85% | Reduce -8.6% | 752,989 | $209.0M |
| Fiduciary Management Inc. | 1.80% | Add +30.9% | 640,257 | $177.7M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.4% | 613,329 | $170.2M |
| Lyrical Asset Management LP | 2.21% | Add +8.8% | 565,165 | $156.9M |
| First Trust Advisors LP | 0.10% | Add +12.4% | 492,083 | $136.6M |
| Agf Management Ltd. | 0.51% | Reduce -0.8% | 413,735 | $114.8M |
| AQR Capital Management | 0.06% | Add +25.4% | 347,531 | $96.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.4% | 321,064 | $89.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.9% | 315,908 | $87.7M |
| Wells Fargo & Company | 0.02% | Reduce -4.3% | 310,844 | $86.3M |
| Northern Trust Corp. | 0.01% | Reduce -3.7% | 307,055 | $85.2M |
| Fuller & Thaler Asset Management, Inc. | 0.25% | Add +1.1% | 265,723 | $73.8M |
| Westfield Capital Management Co. LP | 0.30% | Add +2.6% | 256,774 | $71.3M |
| Quantum Capital Management, LLC / NJ | 7.09% | Reduce -0.4% | 232,938 | $64.7M |
| FIL Ltd | 0.04% | Add +7.2% | 202,129 | $56.1M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -0.1% | 186,882 | $51.9M |
| Morgan Stanley | 0.00% | Add +2.4% | 184,518 | $51.2M |
| Nordea Investment Management AB | 0.04% | New | 184,436 | $51.0M |
| Royal London Asset Management Ltd. | 0.09% | Add +0.1% | 158,456 | $44.0M |
| Nuveen, LLC | 0.01% | Reduce -15.4% | 154,324 | $42.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.2% | 146,520 | $40.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -30.0% | 144,542 | $40.1M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -17.2% | 141,666 | $39.3M |
| Raymond James Financial Inc. | 0.01% | Add +3.3% | 133,553 | $37.1M |
| Academy Capital Management | 5.26% | Reduce -2.0% | 132,913 | $36.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 132,658 | $36.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -12.5% | 132,356 | $36.7M |
| American Century Companies Inc. | 0.02% | Add +10.2% | 121,116 | $33.6M |
| Invesco Ltd. | 0.01% | Reduce -12.0% | 119,125 | $33.1M |
| PhiloSmith Capital Corp | 9.12% | No change | 118,200 | $32.8M |
| Danske Bank A/S | 0.08% | Add +64.5% | 109,500 | $30.4M |
| Two Sigma Investments, LP | 0.05% | Add +96.7% | 105,388 | $29.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -25.1% | 100,186 | $27.8M |
| Copeland Capital Management, LLC | 0.56% | Reduce -3.4% | 96,800 | $26.9M |
| UBS Group AG | 0.01% | Add +38.7% | 93,030 | $25.8M |
| California Public Employees Retirement System | 0.02% | Reduce -9.0% | 92,428 | $25.7M |
| Sei Investments Co. | 0.03% | Add +9.0% | 92,279 | $25.6M |
| Rhumbline Advisers | 0.02% | Reduce -2.3% | 88,453 | $24.6M |
| Royal Bank of Canada | 0.00% | Add +102.9% | 83,359 | $23.1M |
| Natixis Advisors, LLC | 0.03% | Reduce -24.5% | 79,289 | $22.0M |
| Man Group plc | 0.04% | Reduce -16.0% | 76,238 | $21.2M |
| Millennium Management | 0.02% | Reduce -64.5% | 74,899 | $20.8M |
| Alps Advisors Inc. | 0.11% | New | 73,936 | $20.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.4% | 71,963 | $20.0M |
| Prospector Partners LLC | 2.36% | Reduce -4.5% | 69,674 | $19.3M |
| Prana Capital Management, LP | 0.62% | Add +22.8% | 66,916 | $18.6M |
| Bank of America Corp. | 0.00% | Add +11.0% | 66,052 | $18.3M |
| Legal & General Group Plc | 0.00% | Reduce -6.1% | 63,754 | $17.7M |
| Swiss National Bank | 0.01% | Add +0.8% | 63,700 | $17.7M |
| Running Oak Capital LLC | 1.92% | Add +0.2% | 61,547 | $17.1M |
| WCM Investment Management, LLC | 0.04% | Reduce -0.3% | 61,191 | $16.9M |
| Schroder Investment Management Group | 0.01% | Reduce -19.3% | 56,584 | $15.6M |
| Brandywine Global Investment Management, LLC | 0.10% | Reduce -5.4% | 53,715 | $14.9M |
| Aptus Capital Advisors, LLC | 0.13% | Add +15.1% | 51,439 | $14.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.0% | 50,916 | $14.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -31.4% | 48,726 | $13.5M |
| Bridgewater Associates | 0.05% | Add +121.0% | 48,178 | $13.4M |
| EULAV Asset Management | 0.31% | Add +6.8% | 47,400 | $13.2M |
| Alliancebernstein L.P. | 0.00% | Add +2.2% | 44,347 | $12.3M |
| Regions Financial Corp. | 0.08% | Add +0.8% | 42,842 | $11.9M |
| Los Angeles Capital Management LLC | 0.04% | Reduce -57.8% | 40,994 | $11.4M |
| Stifel Financial Corp. | 0.01% | Reduce -10.5% | 40,204 | $11.2M |
| Retirement Systems of Alabama | 0.04% | Reduce -2.5% | 39,163 | $10.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -34.7% | 37,221 | $10.3M |
| Gotham Asset Management | 0.04% | Reduce -5.9% | 36,732 | $10.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +11.0% | 36,670 | $10.2M |
| Artemis Investment Management LLP | 0.13% | Reduce -20.4% | 36,316 | $10.1M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -8.0% | 34,729 | $9.6M |
| Logan Capital Management Inc. | 0.39% | Add +5.2% | 33,064 | $9.2M |
| Parkwood LLC | 0.89% | Add +10.1% | 32,942 | $9.1M |
| Quantinno Capital Management LP | 0.02% | Add +86.7% | 32,828 | $9.1M |
| Renaissance Technologies | 0.01% | Reduce -12.1% | 32,800 | $9.1M |
| Barclays PLC | 0.00% | Add +75.8% | 32,434 | $9.0M |
| Public Sector Pension Investment Board | 0.03% | Reduce -0.8% | 32,421 | $9.0M |
| Marks Group Wealth Management, Inc | 0.83% | Reduce -3.2% | 32,185 | $8.9M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 31,241 | $8.7M |
| State of Alaska, Department of Revenue | 0.09% | Reduce -0.5% | 31,224 | $8.7M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -47.2% | 31,213 | $8.7M |
| Callan Family Office, LLC | 0.27% | Reduce -7.9% | 30,818 | $8.6M |
| Comerica Bank | 0.03% | Add +2.5% | 30,070 | $8.3M |
| Van Eck Associates Corp. | 0.01% | Add +2.5% | 29,182 | $8.1M |
| Two Sigma Advisers, LP | 0.02% | Add +55.3% | 27,800 | $7.7M |
| Algert Global LLC | 0.13% | Add +16.8% | 27,721 | $7.7M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +91.3% | 27,252 | $7.6M |
| Teacher Retirement System of Texas | 0.03% | Add +0.2% | 27,209 | $7.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.8% | 25,668 | $7.1M |
| Bank of Montreal | 0.00% | Add +1.2% | 24,391 | $6.8M |
| Prudential Financial Inc. | 0.01% | Reduce -3.9% | 24,267 | $6.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.9% | 22,834 | $6.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +3.8% | 22,688 | $6.3M |
| Susquehanna Portfolio Strategies, LLC | 0.10% | Add +417.1% | 22,251 | $6.2M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -21.9% | 21,990 | $6.1M |
"% of holder's portfolio" is PRI's weight in each manager's 13F, not the share of Primerica Inc. the manager owns.