PrimericaPRI
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 514 institutions reported holding Primerica Inc. (PRI) in their 13F filings, up 17 from Q3 2025. 52 opened new positions and 50 sold out. The largest holders were Vanguard Group Inc. ($849.2M), Kayne Anderson Rudnick Investment Management LLC ($817.9M) and BlackRock, Inc. ($762.9M). 10 famous investors held it, including Glenn Greenberg (4.7% of Brave Warrior Advisors's portfolio), Ron Baron (0.8% of Baron Capital (BAMCO)'s portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Primerica Inc.
- CUSIP
- 74164M108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $79.1M |
| Exits | 50 | $38.9M |
All 13F filers, Q3 2025 → Q4 2025: 2,678,243 shares bought and 1,716,094 shares sold, net +962,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 514 holders
| Vanguard Group Inc. | 0.01% | Reduce -2.7% | 3,286,803 | $849.2M |
| Kayne Anderson Rudnick Investment Management LLC | 2.20% | Reduce -6.9% | 3,165,612 | $817.9M |
| BlackRock, Inc. | 0.01% | Reduce -1.5% | 2,952,807 | $762.9M |
| FMR LLC | 0.04% | Reduce -1.0% | 2,862,216 | $739.5M |
| Bank of Montreal | 0.14% | Add +5277.5% | 1,311,634 | $338.9M |
| Baron Capital (BAMCO) | 0.79% | Reduce -19.6% | 1,132,544 | $292.6M |
| State Street Corp. | 0.01% | Reduce -2.7% | 1,004,630 | $259.6M |
| Geode Capital Management, LLC | 0.01% | Add +4.9% | 793,389 | $205.0M |
| Brave Warrior Advisors | 4.72% | Add +3.6% | 780,125 | $201.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +4.8% | 642,950 | $166.1M |
| Fiduciary Management Inc. | 1.74% | Reduce -4.5% | 611,281 | $157.9M |
| Lyrical Asset Management LP | 1.83% | Reduce -4.2% | 541,327 | $139.9M |
| First Trust Advisors LP | 0.10% | Add +2.7% | 505,357 | $130.6M |
| Agf Management Ltd. | 0.47% | Add +1.6% | 420,515 | $108.6M |
| Invesco Ltd. | 0.01% | Add +200.3% | 357,696 | $92.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.3% | 316,852 | $81.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.3% | 311,752 | $80.5M |
| Wells Fargo & Company | 0.02% | Reduce -4.2% | 297,908 | $77.0M |
| Northern Trust Corp. | 0.01% | Reduce -6.7% | 286,462 | $74.0M |
| Fuller & Thaler Asset Management, Inc. | 0.25% | Add +7.2% | 284,890 | $73.6M |
| Quantum Capital Management, LLC / NJ | 7.59% | Add +8.9% | 253,748 | $65.6M |
| Westfield Capital Management Co. LP | 0.25% | Reduce -8.6% | 234,597 | $60.6M |
| Morgan Stanley | 0.00% | Add +21.3% | 223,841 | $57.8M |
| AQR Capital Management | 0.03% | Reduce -36.2% | 221,865 | $57.3M |
| Nordea Investment Management AB | 0.05% | Add +17.3% | 216,312 | $56.2M |
| Millennium Management | 0.04% | Add +183.3% | 212,196 | $54.8M |
| FIL Ltd | 0.04% | No change | 202,129 | $52.2M |
| Qube Research & Technologies Ltd | 0.07% | Add +35.2% | 191,542 | $49.5M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -6.6% | 174,542 | $45.1M |
| Life Cycle Investment Partners Ltd | 0.28% | — | 157,586 | $40.7M |
| Royal London Asset Management Ltd. | 0.09% | Reduce -1.0% | 156,888 | $40.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.9% | 147,811 | $38.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.1% | 142,916 | $36.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.8% | 132,484 | $34.2M |
| Academy Capital Management | 4.54% | Reduce -0.5% | 132,306 | $34.2M |
| UBS Group AG | 0.01% | Add +41.5% | 131,656 | $34.0M |
| American Century Companies Inc. | 0.02% | Add +6.5% | 129,055 | $33.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.6% | 124,933 | $32.3M |
| PhiloSmith Capital Corp | 8.40% | No change | 118,200 | $30.5M |
| Nuveen, LLC | 0.01% | Reduce -26.6% | 113,335 | $29.3M |
| Danske Bank A/S | 0.07% | Reduce -0.3% | 109,139 | $28.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.6% | 107,935 | $27.9M |
| D. E. Shaw & Co. | 0.02% | Add +89.1% | 92,147 | $23.8M |
| Arbejdsmarkedets Tillaegspension | 0.61% | — | 91,991 | $23.8M |
| Copeland Capital Management, LLC | 0.53% | Reduce -5.8% | 91,164 | $23.6M |
| Two Sigma Investments, LP | 0.04% | Reduce -13.6% | 91,016 | $23.5M |
| Rhumbline Advisers | 0.02% | Reduce -2.6% | 86,189 | $22.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.4% | 84,737 | $21.9M |
| Man Group plc | 0.04% | Add +7.2% | 81,698 | $21.1M |
| California Public Employees Retirement System | 0.01% | Reduce -12.5% | 80,854 | $20.9M |
| Natixis Advisors, LLC | 0.03% | Reduce -1.4% | 78,156 | $20.2M |
| Quantinno Capital Management LP | 0.04% | Add +131.0% | 75,841 | $19.6M |
| Alps Advisors Inc. | 0.10% | Reduce -5.8% | 69,656 | $18.0M |
| Prana Capital Management, LP | 0.65% | Add +2.8% | 68,810 | $17.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.5% | 68,688 | $17.7M |
| Sei Investments Co. | 0.02% | Reduce -27.3% | 67,068 | $17.3M |
| WCM Investment Management, LLC | 0.03% | Add +3.6% | 63,400 | $16.5M |
| Swiss National Bank | 0.01% | Add +0.3% | 63,900 | $16.5M |
| Bridgewater Associates | 0.06% | Add +32.3% | 63,736 | $16.5M |
| Ameriprise Financial Inc. | 0.00% | Add +22.1% | 62,164 | $16.1M |
| Running Oak Capital LLC | 1.88% | Reduce -5.5% | 58,163 | $15.0M |
| Aptus Capital Advisors, LLC | 0.11% | Add +0.3% | 51,607 | $13.3M |
| Bank of America Corp. | 0.00% | Reduce -23.1% | 50,793 | $13.1M |
| Legal & General Group Plc | 0.00% | Reduce -22.3% | 49,561 | $12.8M |
| Lighthouse Investment Partners, LLC | 0.42% | New | 48,940 | $12.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +30.4% | 47,798 | $12.4M |
| EULAV Asset Management | 0.33% | No change | 47,400 | $12.2M |
| Alliancebernstein L.P. | 0.00% | Add +4.6% | 46,378 | $12.0M |
| Point72 Asset Management | 0.02% | New | 42,393 | $11.0M |
| Voloridge Investment Management, LLC | 0.04% | Add +35.4% | 42,256 | $10.9M |
| Regions Financial Corp. | 0.07% | Reduce -1.4% | 42,255 | $10.9M |
| Artemis Investment Management LLP | 0.13% | Add +14.6% | 41,634 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -52.5% | 39,575 | $10.2M |
| Victory Capital Management Inc. | 0.01% | Add +3.8% | 38,631 | $10.0M |
| Retirement Systems of Alabama | 0.03% | Reduce -2.2% | 38,305 | $9.9M |
| Public Sector Pension Investment Board | 0.03% | Add +16.3% | 37,705 | $9.7M |
| Stifel Financial Corp. | 0.01% | Reduce -7.5% | 37,198 | $9.6M |
| Gotham Asset Management | 0.03% | Add +0.1% | 36,764 | $9.5M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +65.6% | 36,413 | $9.4M |
| Mutual of America Capital Management LLC | 0.10% | Add +4.0% | 36,129 | $9.3M |
| Parkwood LLC | 0.73% | Add +0.9% | 33,247 | $8.6M |
| Campbell & CO Investment Adviser LLC | 0.40% | New | 31,993 | $8.3M |
| Logan Capital Management Inc. | 0.35% | Reduce -3.6% | 31,885 | $8.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 31,458 | $8.1M |
| California State Teachers Retirement System | 0.01% | Reduce -0.2% | 31,167 | $8.1M |
| Callan Family Office, LLC | 0.17% | Add +0.6% | 30,998 | $8.0M |
| State of Alaska, Department of Revenue | 0.08% | Reduce -1.2% | 30,854 | $8.0M |
| Norges Bank | 0.00% | — | 30,287 | $7.8M |
| Amundi | 0.00% | Add +65.8% | 29,694 | $7.7M |
| Van Eck Associates Corp. | 0.01% | Add +0.0% | 29,189 | $7.5M |
| Marks Group Wealth Management, Inc | 0.71% | Reduce -10.2% | 28,899 | $7.5M |
| Teacher Retirement System of Texas | 0.03% | Add +4.7% | 28,473 | $7.4M |
| Algert Global LLC | 0.11% | No change | 27,721 | $7.2M |
| Voya Investment Management LLC | 0.01% | Add +159.1% | 25,868 | $6.7M |
| Trexquant Investment LP | 0.06% | Add +480.3% | 24,998 | $6.5M |
| O'shaughnessy Asset Management, LLC | 0.04% | Reduce -8.3% | 24,989 | $6.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +5.6% | 23,966 | $6.2M |
| Barclays PLC | 0.00% | Reduce -27.9% | 23,389 | $6.0M |
| Citadel Advisors | 0.00% | Add +17.0% | 23,342 | $6.0M |
| Prudential Financial Inc. | 0.01% | Reduce -9.2% | 22,024 | $5.7M |
"% of holder's portfolio" is PRI's weight in each manager's 13F, not the share of Primerica Inc. the manager owns.