PrimericaPRI

13F holders, Q3 2025 (September 30)
497holders −20
49new positions
63sold out
9famous investors
$277.18avg. 13F price*

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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions49$88.3M
Exits63$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.

Show all 497 holders