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
Manufacturers Life Insurance Company, The 0.00% Reduce -3.9% 21,948 $5.7M
Vest Financial, LLC 0.07% Add +17.3% 21,866 $5.6M
State Board of Administration of Florida Retirement System 0.01% No change 21,408 $5.5M
Franklin Resources Inc. 0.00% Add +7.2% 20,986 $5.4M
Moran Wealth Management, LLC 0.16% Add +168.6% 20,522 $5.3M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Add +239.0% 20,090 $5.2M
Capital Fund Management S.A. 0.05% Add +13.2% 19,332 $5.0M
Brandywine Global Investment Management, LLC 0.03% Reduce -64.3% 19,179 $5.0M
&partners 0.03% Add +9.3% 18,951 $4.9M
JLB & Associates Inc. 0.65% Add +0.3% 18,679 $4.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -28.3% 18,394 $4.8M
Callahan Advisors, LLC 0.39% New 18,297 $4.7M
New York State Common Retirement Fund 0.01% No change 17,877 $4.6M
Prescott Group Capital Management, L.L.C. 0.43% No change 17,743 $4.6M
NewEdge Wealth, LLC 0.05% Reduce -4.6% 17,117 $4.4M
Twinbeech Capital LP 0.31% New 17,111 $4.4M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -5.2% 17,019 $4.4M
Sovereign's Capital Management, LLC 2.67% Reduce -6.1% 17,008 $4.4M
Robeco Institutional Asset Management B.V. 0.01% Reduce -16.9% 16,703 $4.3M
B. Metzler seel. Sohn & Co. AG 0.04% Add +58.8% 16,607 $4.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +34.2% 16,488 $4.3M
Engineers Gate Manager LP 0.05% Add +263.1% 16,530 $4.3M
Ritholtz Wealth Management 0.08% Reduce -4.1% 16,526 $4.3M
Comerica Bank 0.02% Reduce -47.4% 15,832 $4.1M
MetLife Investment Management, LLC 0.02% Reduce -6.3% 15,601 $4.0M
Zacks Investment Management 0.03% Reduce -0.7% 15,390 $4.0M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -7.0% 14,295 $3.7M
Amalgamated Bank 0.03% Reduce -4.0% 14,187 $3.7M
Janus Henderson Group PLC 0.00% No change 14,029 $3.6M
State of Tennessee, Department of Treasury 0.01% Reduce -4.1% 13,598 $3.6M
Treasurer of the State of North Carolina 0.01% Reduce -8.8% 13,526 $3.5M
State of Wisconsin Investment Board 0.01% Reduce -32.4% 13,358 $3.5M
LPL Financial LLC 0.00% Reduce -7.9% 12,713 $3.3M
Corient Private Wealth LP 0.00% Add +34.0% 12,534 $3.2M
Bessemer Group Inc. 0.00% Add +4695.4% 12,468 $3.2M
Oxbow Advisors, LLC 0.28% New 12,270 $3.2M
Deutsche Bank AG 0.00% Add +266.4% 12,111 $3.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +1.0% 11,894 $3.1M
Blair William & Co. 0.01% Reduce -3.9% 11,822 $3.1M
Illinois Municipal Retirement Fund 0.04% Reduce -11.9% 11,613 $3.0M
New York State Teachers Retirement System 0.01% Reduce -4.1% 11,536 $3.0M
Gator Capital Management, LLC 0.60% Add +1311.3% 11,149 $2.9M
Boston Partners 0.00% Add +95.5% 11,099 $2.9M
Pathstone Holdings, LLC 0.01% Reduce -25.8% 10,998 $2.8M
Los Angeles Capital Management LLC 0.01% Reduce -73.7% 10,801 $2.8M
Vista Investment Partners LLC 0.71% New 10,517 $2.7M
ExodusPoint Capital Management, LP 0.03% Add +30.3% 10,470 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -3.3% 10,165 $2.7M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -8.9% 10,220 $2.6M
Public Employees Retirement System of Ohio 0.01% Reduce -5.7% 9,713 $2.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +2.6% 9,690 $2.5M
State of New Jersey Common Pension Fund D 0.01% Add +1.3% 9,525 $2.5M
Janney Montgomery Scott LLC 0.01% Reduce -20.8% 9,355 $2.4M
Ellsworth Advisors, LLC 0.47% Add +15.7% 8,918 $2.4M
Occudo Quantitative Strategies LP 0.16% New 9,165 $2.4M
Atria Investments, Inc 0.03% Reduce -6.2% 9,145 $2.4M
KLP Kapitalforvaltning As 0.01% Add +2.7% 9,140 $2.4M
Arizona State Retirement System 0.01% Reduce -7.4% 9,004 $2.3M
DAVENPORT & Co LLC 0.01% Reduce -0.3% 8,884 $2.3M
Jefferies Financial Group Inc. 0.02% New 8,861 $2.3M
Louisiana State Employees Retirement System 0.04% Reduce -2.2% 8,800 $2.3M
HighTower Advisors, LLC 0.00% Reduce -12.2% 8,727 $2.3M
Intech Investment Management LLC 0.02% Reduce -17.6% 8,681 $2.2M
SVB Wealth LLC 0.13% Reduce -18.5% 8,672 $2.2M
Handelsbanken Fonder AB 0.01% No change 8,537 $2.2M
Wbi Investments, LLC 0.57% Add +614.8% 8,528 $2.2M
Allen Investment Management, LLC 0.02% No change 8,513 $2.2M
Schroder Investment Management Group 0.00% Reduce -85.5% 8,205 $2.1M
BNP Paribas Financial Markets 0.00% Add +70.3% 8,157 $2.1M
XTX Topco Ltd 0.06% New 8,128 $2.1M
Susquehanna International Group, LLP 0.00% Add +251.1% 8,076 $2.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.9% 7,987 $2.1M
World Investment Advisors 0.03% Add +2.0% 7,834 $2.0M
State of Michigan Retirement System 0.01% Reduce -2.6% 7,519 $1.9M
Citigroup Inc. 0.00% Reduce -27.4% 7,435 $1.9M
Lanark Financial, Inc. 0.14% Add +2.8% 7,386 $1.9M
Gsa Capital Partners LLP 0.16% New 7,293 $1.9M
Prospector Partners LLC 4.01% Reduce -89.6% 7,245 $1.9M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +7.7% 7,240 $1.9M
TD Asset Management Inc 0.00% Add +8.4% 7,219 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -3.4% 7,187 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -1.1% 7,141 $1.8M
HSBC Holdings PLC 0.00% Reduce -52.5% 7,110 $1.8M
Truist Financial Corp. 0.00% Reduce -2.6% 7,031 $1.8M
SkyView Investment Advisors, LLC 0.23% Add +0.7% 6,942 $1.8M
Worldquant Millennium Advisors LLC 0.01% Reduce -3.9% 6,894 $1.8M
Caxton Associates LLP 0.04% New 6,840 $1.8M
New Mexico Educational Retirement Board 0.05% No change 6,800 $1.8M
Creative Planning 0.00% Reduce -24.1% 6,549 $1.7M
Vista Investment Partners Ii, LLC 0.73% New 6,522 $1.7M
Brevan Howard Capital Management LP 0.03% Reduce -28.2% 6,455 $1.7M
Oregon Public Employees Retirement Fund 0.02% Reduce -1.0% 6,416 $1.7M
Cresset Asset Management, LLC 0.01% Add +3.6% 6,345 $1.6M
Summit Trail Advisors, LLC 0.03% Add +15.9% 6,165 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -2.3% 6,132 $1.6M
Tidal Investments LLC 0.01% Add +8.5% 6,012 $1.6M
Aquatic Capital Management LLC 0.04% Add +129.9% 5,997 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -0.9% 5,974 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -3.7% 5,849 $1.5M
Moneta Group Investment Advisors LLC 0.01% Reduce -0.0% 5,840 $1.5M
First Citizens Bank & Trust Co. 0.03% Reduce -6.5% 5,795 $1.5M
Kingsview Wealth Management, LLC 0.02% Reduce -1.4% 5,707 $1.5M
Harbor Capital Advisors, Inc. 0.11% Reduce -4.9% 5,677 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -21.8% 5,588 $1.5M
OneDigital Investment Advisors LLC 0.01% Reduce -0.2% 5,580 $1.4M
Edgestream Partners, L.P. 0.04% New 5,518 $1.4M
QSV Equity Investors LLC 1.98% Reduce -30.1% 5,192 $1.3M
Townsquare Capital LLC 0.30% Reduce -15.6% 5,183 $1.3M
Nisa Investment Advisors, LLC 0.00% Add +0.5% 5,063 $1.3M
Vise Technologies, Inc. 0.03% Add +12.8% 5,055 $1.3M
Crossmark Global Holdings, Inc. 0.02% Add +39.2% 4,950 $1.3M
Sanctuary Advisors, LLC 0.01% Reduce -7.6% 4,923 $1.3M
SG Americas Securities, LLC 0.00% Add +97.4% 4,861 $1.3M
Dixon Fnancial Services, Inc. 0.56% No change 4,857 $1.3M
Jackson Creek Investment Advisors LLC 0.37% Reduce -6.0% 4,840 $1.3M
Oak Thistle LLC 0.17% Add +2.7% 4,828 $1.2M
Pictet Asset Management Holding SA 0.00% Add +4.2% 4,698 $1.2M
Neuberger Berman Group LLC 0.00% Add +12.6% 4,600 $1.2M
James Investment Research, Inc. 0.13% Reduce -29.9% 4,599 $1.2M
Quantum Private Wealth, LLC 0.34% No change 4,470 $1.2M
Great Lakes Advisors, LLC 0.01% Reduce -1.7% 4,390 $1.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.01% — 4,360 $1.1M
Axq Capital, LP 0.25% New 4,328 $1.1M
Ethic Inc. 0.02% Add +44.7% 4,237 $1.1M
Redwood Investment Management, LLC 0.12% Reduce -2.1% 4,232 $1.1M
Legato Capital Management LLC 0.09% New 4,212 $1.1M
New Age Alpha Advisors, LLC 0.05% Reduce -40.2% 4,162 $1.1M
ELCO Management Co., LLC 0.65% No change 4,000 $1.0M
Sendero Wealth Management, LLC 0.11% No change 3,997 $1.0M
Mercer Global Advisors Inc. 0.00% Reduce -15.3% 3,997 $1.0M
Curated Wealth Partners LLC 0.11% Add +31.3% 3,989 $1.0M
Avior Wealth Management, LLC 0.03% Reduce -16.2% 3,843 $993K
Impact Capital Partners LLC 0.29% Reduce -13.8% 3,827 $989K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -15.9% 3,789 $979K
Orion Porfolio Solutions, LLC 0.01% Reduce -2.5% 3,767 $973K
Pacer Advisors, Inc. 0.00% Reduce -32.7% 3,750 $969K
Dana Investment Advisors, Inc. 0.03% Reduce -0.5% 3,704 $957K
Capstone Investment Advisors, LLC 0.01% Add +195.9% 3,666 $947K
Wesbanco Bank Inc. 0.03% Reduce -0.1% 3,651 $943K
Tower Research Capital LLC (TRC) 0.02% Add +320.6% 3,609 $932K
Focus Partners Wealth 0.00% Add +232.0% 3,536 $914K
AlphaQuest LLC 0.05% Add +337200.0% 3,373 $871K
Oppenheimer Asset Management Inc. 0.01% Reduce -15.1% 3,352 $866K
Quantbot Technologies LP 0.03% New 3,337 $862K
Tudor Investment Corporation 0.00% New 3,317 $857K
Apollon Wealth Management, LLC 0.01% Reduce -0.8% 3,257 $841K
Connable Office Inc. 0.08% No change 3,212 $830K
Meeder Advisory Services, Inc. 0.04% Reduce -0.9% 3,166 $818K
MGB Wealth Management, LLC 0.23% Add +0.0% 3,143 $813K
Ausbil Investment Management Ltd 0.46% Reduce -33.8% 3,099 $801K
Lecap Asset Management Ltd. 0.32% New 3,081 $796K
Xponance LLC 0.01% Reduce -17.4% 3,042 $786K
Caprock Group, LLC 0.02% Reduce -39.8% 3,004 $776K
Cibc World Market Inc. 0.00% Add +7.9% 2,963 $766K
New York Life Investment Management LLC 0.01% Reduce -12.6% 2,927 $756K
National Bank of Canada 0.00% Add +7.0% 2,910 $751K
Integrated Wealth Concepts LLC 0.01% Reduce -41.0% 2,864 $740K
Mirabella Financial Services LLP 0.07% Reduce -72.8% 2,832 $732K
Two Sigma Advisers, LP 0.00% Reduce -89.9% 2,820 $729K
D.A. Davidson & Co. 0.00% No change 2,786 $720K
Quadrant Capital Group LLC 0.02% Reduce -2.4% 2,761 $713K
Jones Financial Companies LLLP 0.00% Add +45.9% 2,697 $697K
M&T Bank Corp 0.00% Add +4.8% 2,682 $693K
Federation des caisses Desjardins du Quebec 0.00% Add +11.5% 2,671 $690K
Commonwealth Equity Services, LLC 0.00% Reduce -5.2% 2,619 $677K
Everhart Financial Group, Inc. 0.06% Reduce -13.7% 2,570 $664K
Federated Hermes, Inc. 0.00% Reduce -11.3% 2,566 $663K
EntryPoint Capital, LLC 0.26% No change 2,531 $654K
BTC Capital Management, Inc. 0.04% Add +4.3% 2,460 $636K
Swiss Life Asset Management Ltd 0.00% Add +58.3% 2,421 $625K
Osaic Holdings, Inc. 0.00% Reduce -15.7% 2,415 $624K
NewEdge Advisors, LLC 0.00% Add +543.6% 2,407 $622K
Mutual Advisors, LLC 0.01% Add +0.8% 2,399 $620K
HB Wealth Management, LLC 0.00% Reduce -2.0% 2,384 $616K
Aviva PLC 0.00% Add +20.7% 2,381 $615K
Mgo One Seven LLC 0.01% Reduce -2.0% 2,365 $611K
Securian Asset Management, Inc. 0.02% Reduce -4.1% 2,323 $600K
Erste Asset Management GmbH 0.01% Reduce -23.3% 2,300 $596K
Kestra Private Wealth Services, LLC 0.01% Reduce -12.4% 2,296 $593K
Assetmark, Inc. 0.00% Add +7.5% 2,283 $590K
Baker Ellis Asset Management LLC 0.07% No change 2,281 $589K
Balyasny Asset Management L.P. 0.00% Reduce -42.7% 2,266 $585K
Panagora Asset Management Inc. 0.00% Reduce -0.1% 2,259 $584K
Cwm, LLC 0.00% Reduce -65.8% 2,253 $582K
Coldstream Capital Management Inc. 0.01% Reduce -0.9% 2,200 $568K
Daiwa Securities Group Inc. 0.00% New 2,200 $568K
CIBC Private Wealth Group LLC 0.00% Add +41.1% 2,176 $562K
Aaron Wealth Advisors LLC 0.03% Add +134.5% 2,141 $553K
Maridea Wealth Management LLC 0.08% New 2,124 $549K
Brown Advisory Inc. 0.00% Reduce -1.1% 2,102 $543K
Meritage Portfolio Management 0.03% Reduce -8.9% 2,005 $518K
Sylvest Advisors, LLC 0.28% No change 2,000 $517K
Argos Wealth Advisors, LLC 0.14% — 1,963 $507K
Steward Partners Investment Advisory, LLC 0.00% Reduce -59.7% 1,950 $504K
Entropy Technologies, LP 0.03% New 1,914 $495K
Sterling Capital Management LLC 0.01% Reduce -6.1% 1,913 $494K
Intrust Bank NA 0.04% Reduce -0.7% 1,886 $487K
Pinebridge Investments LLC 0.00% — 1,851 $478K
DekaBank Deutsche Girozentrale 0.00% No change 1,960 $462K
AlphaGrep UK Ltd 0.15% — 1,788 $462K
Utah Retirement Systems 0.00% No change 1,743 $450K
Benjamin Edwards Inc. 0.00% Add +18.3% 1,726 $446K
GAMMA Investing LLC 0.02% Add +24.1% 1,719 $444K
Public Employees Retirement Association of Colorado 0.00% No change 1,714 $443K
Advisory Alpha, LLC 0.01% Reduce -1.0% 1,646 $425K
Ensign Peak Advisors, Inc 0.00% Reduce -67.1% 1,617 $418K
Cetera Investment Advisers 0.00% Reduce -0.5% 1,608 $415K
Radnor Capital Management, LLC 0.06% No change 1,600 $413K
Becker Capital Management Inc. 0.01% Add +0.1% 1,591 $411K
Marshall Wace, LLP 0.00% New 1,586 $410K
Maryland State Retirement & Pension System 0.01% No change 1,574 $407K
Bridges Investment Management Inc. 0.01% Reduce -2.4% 1,533 $396K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -12.8% 1,529 $395K
Great Valley Advisor Group, Inc. 0.01% Add +0.4% 1,523 $394K
Kera Capital Partners, Inc. 0.05% New 1,497 $394K
PFW Advisors LLC 0.12% No change 1,521 $393K
Captrust Financial Advisors 0.00% Reduce -27.9% 1,515 $391K
Virtu Financial LLC 0.01% New 1,500 $387K
Jane Street Group, LLC 0.00% Reduce -14.9% 1,493 $386K
FORA Capital, LLC 0.04% New 1,431 $370K
Flputnam Investment Management Co. 0.01% Reduce -1.4% 1,420 $367K
HRT Financial LP 0.00% Reduce -92.3% 1,417 $366K
Global Retirement Partners, LLC 0.01% Add +637.0% 1,415 $366K
Picton Mahoney Asset Management 0.00% New 1,411 $365K
Argent Trust Co 0.01% Reduce -28.0% 1,377 $356K
Vestcor Inc 0.01% Reduce -64.5% 1,373 $355K
Seeds Investor LLC 0.07% Add +3.1% 1,374 $355K
Riverwater Partners LLC 0.14% No change 1,353 $350K
Petros Family Wealth, LLC 0.23% Add +0.5% 1,335 $345K
QRG Capital Management, Inc. 0.00% Reduce -7.9% 1,308 $338K
Fifth Third Bancorp 0.00% Reduce -5.2% 1,308 $338K
ProShare Advisors LLC 0.00% Reduce -7.1% 1,280 $331K
Marin Bay Wealth Advisors, LLC 0.19% — 1,267 $327K
Parkside Financial Bank & Trust 0.02% Add +0.7% 1,266 $327K
State of Wyoming 0.04% Reduce -35.9% 1,265 $327K
Fiduciary Financial Group, LLC 0.05% Add +7.8% 1,261 $326K
Jump Financial, LLC 0.00% Reduce -51.3% 1,261 $326K
Vident Advisory, LLC 0.00% Reduce -21.2% 1,202 $311K
Commerce Bank 0.00% Reduce -9.8% 1,196 $309K
Forum Financial Management, LP 0.00% No change 1,178 $304K
Crestwood Advisors Group, LLC 0.01% Add +54.0% 1,166 $301K
North Dakota State Investment Board 0.01% — 1,161 $300K
MQS Management LLC 0.18% New 1,150 $297K
CIBC Asset Management Inc 0.00% No change 1,129 $292K
Wealth Alliance, LLC 0.03% Add +4.9% 1,128 $291K
Fort Washington Investment Advisors Inc. 0.00% Add +10.7% 1,112 $287K
MML Investors Services, LLC 0.00% Add +6.8% 1,107 $286K
Shelton Capital Management 0.01% Reduce -8.5% 1,096 $283K
Brookstone Capital Management 0.00% Add +0.5% 1,089 $281K
Sequoia Financial Advisors, LLC 0.00% New 1,044 $270K
Ifrah Financial Services, Inc. 0.07% Reduce -2.7% 1,029 $266K
Financiere des Professionnels - Fonds d'investissement inc. 0.01% No change 1,025 $265K
Citizens Financial Group Inc. 0.00% Add +23.5% 1,025 $265K
Stephens Inc. 0.00% Reduce -6.8% 1,020 $264K
Avidian Wealth Enterprises, LLC 0.01% Reduce -1.6% 1,015 $262K
Syon Capital LLC 0.01% New 1,006 $260K
IFC Advisors LLC 0.04% Reduce -6.4% 992 $256K
Snowden Capital Advisors LLC 0.01% Reduce -0.9% 975 $252K
Institute for Wealth Management, LLC. 0.03% Reduce -4.5% 962 $249K
IFP Advisors, Inc 0.01% Reduce -15.0% 961 $248K
Tannin Capital LLC 0.22% — 955 $247K
nVerses Capital, LLC 0.55% — 953 $246K
Boothbay Fund Management, LLC 0.01% Reduce -20.7% 921 $238K
Blue Square Asset Management, LLC 0.10% No change 913 $236K
Robertson Stephens Wealth Management, LLC 0.01% Add +1.0% 907 $235K
Ballentine Partners, LLC 0.00% Reduce -0.3% 899 $232K
Leavell Investment Management, Inc. 0.01% No change 890 $230K
Laird Norton Wetherby Trust Company, LLC 0.00% New 887 $229K
KBC Group NV 0.00% No change 886 $229K
Worth Asset Management, LLC 0.10% New 881 $228K
Allspring Global Investments Holdings, LLC 0.00% New 855 $227K
Kestra Advisory Services, LLC 0.00% Add +0.7% 876 $226K
Rockefeller Capital Management L.P. 0.00% Add +589.5% 855 $221K
Ashton Thomas Private Wealth, LLC 0.01% Add +7.4% 852 $220K
Advisors Asset Management, Inc. 0.00% Reduce -24.4% 841 $217K
denkapparat Operations GmbH 0.12% No change 832 $215K
1832 Asset Management L.P. 0.00% Reduce -1.7% 822 $212K
Freestone Grove Partners LP 0.00% Reduce -68.8% 817 $211K
Childress Capital Advisors, LLC 0.03% New 810 $209K
US Bancorp \de 0.00% Add +8.6% 805 $208K
Lido Advisors, LLC 0.00% Reduce -0.1% 745 $207K
AlphaCore Capital LLC 0.00% New 796 $206K
Principal Securities, Inc. 0.00% Add +285.8% 787 $203K
B. Riley Wealth Advisors, Inc. 0.01% Add +4.1% 785 $203K
Fifth Third Wealth Advisors LLC 0.01% Reduce -1.4% 776 $200K
STRS Ohio 0.00% Reduce -1.9% 773 $200K
TD Waterhouse Canada Inc. 0.00% Add +6.6% 757 $195K
Hamilton Capital Partners Inc. 0.01% Reduce -8.2% 707 $183K
Eurizon Capital SGR S.p.A. 0.00% — 660 $172K
Atlas Capital Advisors Inc. 0.02% — 659 $170K
Wilmington Savings Fund Society, FSB 0.00% Reduce -1.3% 590 $152K
Clearstead Advisors, LLC 0.00% Add +100.7% 570 $147K
United Community Bank 0.05% Reduce -35.5% 554 $143K
Blue Trust, Inc. 0.00% Reduce -6.1% 551 $142K
Oakworth Capital, Inc. 0.01% New 549 $142K
TD Private Client Wealth LLC 0.00% No change 516 $133K
Signaturefd, LLC 0.00% Add +3.7% 508 $131K
UMB Bank, n.a. 0.00% Add +5.4% 468 $121K
Huntington National Bank 0.00% Add +1.1% 464 $120K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +40.6% 457 $118K
Whittier Trust Co. of Nevada Inc. 0.00% No change 435 $113K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 377 $97K
Whittier Trust Co. 0.00% No change 341 $89K
Allworth Financial LP 0.00% Reduce -30.6% 319 $82K
EverSource Wealth Advisors, LLC 0.00% Reduce -47.7% 313 $81K
Caitong International Asset Management Co., Ltd 0.02% Add +10300.0% 312 $81K
McIlrath & Eck, LLC 0.01% Reduce -6.3% 297 $77K
City State Bank 0.02% No change 294 $76K
Larson Financial Group LLC 0.00% Add +9.1% 289 $75K
Farther Finance Advisors, LLC 0.00% Reduce -83.5% 283 $73K
HM Payson & Co. 0.00% Reduce -4.3% 265 $68K
Quarry LP 0.01% Reduce -54.1% 259 $67K
Flagship Harbor Advisors, LLC 0.00% New 259 $67K
Hantz Financial Services, Inc. 0.00% Add +18.1% 255 $66K
Parallel Advisors, LLC 0.00% Reduce -10.3% 234 $60K
Covestor Ltd 0.03% Reduce -49.5% 212 $55K
Arax Advisory Partners 0.00% Reduce -90.9% 209 $54K
Versant Capital Management, Inc 0.01% Add +48.2% 203 $52K
Bokf, NA 0.00% No change 200 $52K
Torren Management, LLC 0.03% — 193 $50K
Brown Brothers Harriman & Co. 0.00% Reduce -68.0% 193 $50K
Nomura Asset Management Co. Ltd. 0.00% No change 190 $49K
Smartleaf Asset Management LLC 0.00% Add +68.9% 179 $47K
Ancora Advisors LLC 0.00% New 172 $44K
Steph & Co. 0.01% Reduce -53.0% 142 $37K
Walleye Trading LLC 0.00% New 142 $37K
Align Financial, LLC 0.02% — 30,745 $31K
V-Square Quantitative Management LLC 0.00% New 116 $30K
Root Financial Partners, LLC 0.00% Add +17.2% 116 $30K
Hilltop National Bank 0.01% No change 113 $29K
MAI Capital Management 0.00% Reduce -39.7% 111 $29K
Quent Capital, LLC 0.00% Reduce -11.8% 105 $27K
C M Bidwell & Associates Ltd. 0.01% No change 103 $27K
Cullen/Frost Bankers, Inc. 0.00% Add +5.4% 97 $25K
International Assets Investment Management, LLC 0.00% New 91 $24K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -85.0% 83 $21K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.4% 82 $21K
Contravisory Investment Management, Inc. 0.00% No change 81 $21K
Physician Wealth Advisors, Inc. 0.00% Reduce -4.8% 80 $21K
Elyxium Wealth, LLC 0.01% New 74 $19K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 70 $18K
Bartlett & Co. Wealth Management LLC 0.00% No change 68 $18K
Centerpoint Advisors, LLC 0.01% No change 67 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 65 $17K
GPS Wealth Strategies Group, LLC 0.01% Reduce -85.1% 64 $17K
Basecamp Wealth Advisors LLC 0.00% — 56 $14K
New England Capital Financial Advisors LLC 0.01% No change 50 $13K
Acumen Wealth Advisors, LLC 0.00% — 50 $13K
JFS Wealth Advisors, LLC 0.00% Add +29.7% 48 $12K
True Wealth Design, LLC 0.00% Add +34.3% 47 $12K
Golden State Wealth Management, LLC 0.00% No change 46 $12K
SJS Investment Consulting Inc. 0.00% Add +50.0% 42 $11K
Bullock Wealth Management Group 0.01% — 40 $10K
LRI Investments, LLC 0.00% Add +2.6% 40 $10K
Private Trust Co. NA 0.00% Reduce -9.3% 39 $10K
SRH Advisors, LLC 0.00% No change 38 $10K
Rothschild Investment LLC 0.00% Reduce -88.6% 36 $9K
Capital Advisors, Ltd. LLC 0.00% No change 34 $9K
Essential Partners LLC 0.00% Reduce -90.5% 31 $8K
Dogwood Wealth Management LLC 0.00% Reduce -46.4% 30 $8K
Fourth Dimension Wealth, LLC 0.00% No change 30 $8K
AdvisorNet Financial, Inc 0.00% Reduce -83.7% 30 $8K
Farmers & Merchants Investments Inc. 0.00% Add +7.4% 29 $7K
Keating Financial Advisory Services, Inc. 0.00% — 26 $7K
Entrust Financial LLC 0.00% — 25 $6K
Anchor Investment Management, LLC 0.00% No change 25 $6K
Bogart Wealth, LLC 0.00% No change 23 $6K
SageView Advisory Group, LLC 0.00% New 20 $5K
High Note Wealth, LLC 0.00% Add +6.3% 17 $4K
TD Capital Management LLC 0.00% No change 16 $4K
Fortitude Family Office, LLC 0.00% Add +7.1% 15 $4K
Sound Income Strategies, LLC 0.00% New 14 $4K
WPG Advisers, LLC 0.00% Add +7.7% 14 $4K
MPWM Advisory Solutions, LLC 0.00% No change 14 $4K
Rossby Financial, LCC 0.00% Add +55.6% 14 $4K
Harbour Investments, Inc. 0.00% Add +8.3% 13 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 11 $3K
Cornerstone Planning Group LLC 0.00% Reduce -97.0% 10 $3K
ORG Partners LLC 0.00% New 10 $3K
Bell Investment Advisors, Inc 0.00% No change 9 $2K
Financial Management Professionals, Inc. 0.00% No change 9 $2K
Bruce G. Allen Investments, LLC 0.00% No change 8 $2K
Elevation Wealth Partners, LLC 0.00% New 8 $2K
First Pacific Financial 0.00% No change 7 $2K
Transamerica Financial Advisors, LLC 0.00% Add +16.7% 7 $2K
S&T Bank 0.00% Add +16.7% 7 $2K
First Horizon Corp. 0.00% No change 7 $2K
Rialto Wealth Management, LLC 0.00% Add +100.0% 6 $2K
Turning Point Benefit Group, Inc. 0.00% New 6 $2K
Pinnacle Wealth Planning Services, Inc. 0.00% New 6 $2K
Sachetta, LLC 0.00% No change 5 $1K
Wealth Enhancement Trust Services, Inc. 0.00% — 5 $1K
Glen Eagle Advisors, LLC 0.00% No change 4 $1K
Valued Wealth Advisors LLC 0.00% No change 4 $1K
Manchester Capital Management LLC 0.00% No change 4 $1K
Cromwell Holdings LLC 0.00% No change 4 $1K
Bay Harbor Wealth Management, LLC 0.00% No change 4 $1K
Avion Wealth 0.00% No change 7 $1K
CX Institutional 0.00% New 2 $1K
CENTRAL TRUST Co 0.00% No change 3 $776
Creative Financial Designs Inc. 0.00% No change 3 $775
Investors Portfolio Services LLC 0.00% — 2 $546
HFM Investment Advisors, LLC 0.00% Reduce -33.3% 2 $517
Hughes Financial Services, LLC 0.00% No change 2 $517
Salomon & Ludwin, LLC 0.00% No change 1 $262
Quaker Wealth Management, LLC 0.00% No change 1 $259
DecisionPoint Financial, LLC 0.00% No change 1 $259
Principia Wealth Advisory, LLC 0.00% No change 1 $258
Wealth Watch Advisors, INC 0.00% No change 1 $258
Signature Equity Partners, LLC 0.00% — 1 $258
SBI Securities Co., Ltd. 0.00% No change 1 $258
Optiver Holding B.V. 0.00% Reduce -98.4% 1 $258
CoreCap Advisors, LLC 0.00% No change 1 $258
Dunhill Financial, LLC 0.00% New 1 $196

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