PrimericaPRI

13F holders, Q4 2025 (December 31)
514holders +17
52new positions
50sold out
10famous investors
$258.12avg. 13F price*

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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions52$79.1M
Exits50$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.

Show all 514 holders