PrimericaPRI
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 511 institutions reported holding Primerica Inc. (PRI) in their 13F filings, down 3 from Q4 2025. 49 opened new positions and 48 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($769.4M), BlackRock, Inc. ($750.1M) and FMR LLC ($708.2M). 9 famous investors held it, including Glenn Greenberg (5.5% of Brave Warrior Advisors's portfolio), Ron Baron (0.7% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $76.0M |
| Exits | 48 | $123.9M |
All 13F filers, Q4 2025 → Q1 2026: 1,463,186 shares bought and 1,795,349 shares sold, net −332,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 511 holders
| Kayne Anderson Rudnick Investment Management LLC | 2.26% | Reduce -3.0% | 3,071,590 | $769.4M |
| BlackRock, Inc. | 0.01% | Add +1.4% | 2,994,602 | $750.1M |
| FMR LLC | 0.04% | Reduce -1.2% | 2,827,218 | $708.2M |
| Vanguard Portfolio Management LLC | 0.02% | — | 1,831,548 | $458.8M |
| Vanguard Capital Management LLC | 0.01% | — | 1,432,793 | $358.9M |
| Bank of Montreal | 0.13% | Reduce -4.1% | 1,257,398 | $315.0M |
| State Street Corp. | 0.01% | Reduce -0.1% | 1,003,384 | $251.3M |
| Brave Warrior Advisors | 5.45% | Add +12.7% | 879,323 | $220.3M |
| Geode Capital Management, LLC | 0.01% | Add +9.7% | 870,269 | $218.0M |
| Baron Capital (BAMCO) | 0.65% | Reduce -24.1% | 860,026 | $215.4M |
| Fiduciary Management Inc. | 2.15% | Add +13.2% | 692,022 | $173.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.2% | 650,578 | $162.9M |
| First Trust Advisors LP | 0.09% | Add +4.7% | 529,207 | $132.6M |
| Lyrical Asset Management LP | 1.93% | Reduce -6.5% | 506,040 | $126.8M |
| Agf Management Ltd. | 0.49% | Add +2.4% | 430,753 | $107.9M |
| Invesco Ltd. | 0.01% | Reduce -0.0% | 357,615 | $89.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.0% | 326,524 | $81.8M |
| Fuller & Thaler Asset Management, Inc. | 0.27% | Add +12.1% | 319,301 | $80.0M |
| Bank of New York Mellon Corp | 0.01% | Add +0.8% | 314,134 | $78.7M |
| Northern Trust Corp. | 0.01% | Add +2.0% | 292,285 | $73.2M |
| Wells Fargo & Company | 0.01% | Reduce -6.0% | 280,126 | $70.2M |
| AQR Capital Management | 0.03% | Add +19.3% | 264,769 | $66.1M |
| Quantum Capital Management, LLC / NJ | 8.04% | Reduce -1.1% | 250,901 | $62.8M |
| Life Cycle Investment Partners Ltd | 0.39% | Add +55.6% | 245,193 | $61.4M |
| Morgan Stanley | 0.00% | Reduce -4.1% | 214,699 | $53.8M |
| Nordea Investment Management AB | 0.05% | Add +0.1% | 216,463 | $53.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 198,196 | $49.6M |
| FIL Ltd | 0.04% | Reduce -9.8% | 182,415 | $45.7M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -0.0% | 174,500 | $43.7M |
| Millennium Management | 0.03% | Reduce -18.6% | 172,800 | $43.3M |
| Royal London Asset Management Ltd. | 0.08% | Add +0.4% | 157,531 | $39.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.1% | 150,946 | $37.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.1% | 142,582 | $35.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.1% | 141,362 | $35.4M |
| American Century Companies Inc. | 0.02% | Add +7.4% | 138,641 | $34.7M |
| Raymond James Financial Inc. | 0.01% | Add +1.8% | 134,815 | $33.8M |
| Academy Capital Management | 4.65% | Reduce -1.8% | 129,888 | $32.5M |
| Quantinno Capital Management LP | 0.05% | Add +62.2% | 122,988 | $30.8M |
| PhiloSmith Capital Corp | 8.44% | No change | 118,200 | $29.6M |
| JPMorgan Chase & Co. | 0.00% | Add +4.5% | 112,800 | $27.9M |
| Nuveen, LLC | 0.01% | Reduce -2.2% | 110,857 | $27.8M |
| Arbejdsmarkedets Tillaegspension | 0.63% | Add +9.8% | 100,979 | $25.3M |
| ProShare Advisors LLC | 0.04% | Add +7646.8% | 99,159 | $24.8M |
| Rhumbline Advisers | 0.02% | Add +6.3% | 91,580 | $22.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.8% | 91,381 | $22.9M |
| Copeland Capital Management, LLC | 0.50% | Reduce -0.6% | 90,649 | $22.7M |
| Natixis Advisors, LLC | 0.03% | Add +3.8% | 81,145 | $20.3M |
| EULAV Asset Management | 0.62% | Add +63.0% | 77,256 | $19.4M |
| Man Group plc | 0.04% | Reduce -5.6% | 77,092 | $19.3M |
| California Public Employees Retirement System | 0.01% | Reduce -5.3% | 76,543 | $19.2M |
| UBS Group AG | 0.00% | Reduce -43.5% | 74,329 | $18.6M |
| Jones Financial Companies LLLP | 0.01% | Add +2668.3% | 74,662 | $18.4M |
| D. E. Shaw & Co. | 0.02% | Reduce -21.9% | 72,013 | $18.0M |
| Principal Financial Group Inc. | 0.01% | Add +3.7% | 71,241 | $17.8M |
| Capricorn Fund Managers Ltd | 2.66% | New | 68,041 | $17.0M |
| Alps Advisors Inc. | 0.08% | Reduce -4.6% | 66,426 | $16.6M |
| Sei Investments Co. | 0.02% | Reduce -2.8% | 65,201 | $16.3M |
| Swiss National Bank | 0.01% | Reduce -1.2% | 63,140 | $15.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 61,809 | $15.5M |
| Victory Capital Management Inc. | 0.01% | Add +58.8% | 61,360 | $15.4M |
| WCM Investment Management, LLC | 0.04% | Reduce -2.2% | 62,011 | $15.3M |
| Running Oak Capital LLC | 1.92% | Reduce -2.5% | 56,681 | $14.2M |
| Gator Capital Management, LLC | 3.02% | Add +407.4% | 56,575 | $14.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +73.0% | 54,407 | $13.6M |
| Renaissance Technologies | 0.02% | New | 52,820 | $13.2M |
| Aptus Capital Advisors, LLC | 0.11% | Add +1.0% | 52,105 | $13.1M |
| Bridgewater Associates | 0.06% | Reduce -19.0% | 51,645 | $12.9M |
| Mackenzie Financial Corp. | 0.02% | New | 50,825 | $12.7M |
| Public Sector Pension Investment Board | 0.04% | Add +33.8% | 50,461 | $12.6M |
| Gotham Asset Management | 0.04% | Add +35.1% | 49,677 | $12.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.9% | 45,943 | $11.5M |
| Danske Bank A/S | 0.03% | Reduce -58.1% | 45,716 | $11.5M |
| Bank of America Corp. | 0.00% | Reduce -11.4% | 45,005 | $11.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.7% | 43,264 | $11.2M |
| Legal & General Group Plc | 0.00% | Reduce -14.9% | 42,184 | $10.6M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 42,103 | $10.5M |
| Franklin Resources Inc. | 0.00% | Add +98.9% | 41,749 | $10.5M |
| Artemis Investment Management LLP | 0.11% | Reduce -1.7% | 40,934 | $10.3M |
| Regions Financial Corp. | 0.06% | Reduce -6.5% | 39,513 | $9.9M |
| Retirement Systems of Alabama | 0.03% | Add +2.1% | 39,127 | $9.8M |
| California State Teachers Retirement System | 0.01% | Add +19.6% | 37,259 | $9.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -60.3% | 36,101 | $9.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -81.3% | 35,784 | $9.0M |
| Stifel Financial Corp. | 0.01% | Reduce -7.4% | 34,452 | $8.6M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -21.6% | 33,124 | $8.3M |
| Callan Family Office, LLC | 0.18% | Add +1.4% | 31,429 | $7.9M |
| Parkwood LLC | 0.70% | Reduce -5.7% | 31,347 | $7.9M |
| Amundi | 0.00% | Add +5.5% | 31,334 | $7.8M |
| Voya Investment Management LLC | 0.01% | Add +21.0% | 31,293 | $7.8M |
| State of Alaska, Department of Revenue | 0.08% | Add +0.1% | 30,874 | $7.7M |
| Van Eck Associates Corp. | 0.01% | Add +3.7% | 30,277 | $7.6M |
| Teacher Retirement System of Texas | 0.03% | Add +5.7% | 30,095 | $7.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 29,056 | $7.3M |
| Algert Global LLC | 0.10% | No change | 27,721 | $6.9M |
| Vest Financial, LLC | 0.08% | Add +20.6% | 26,372 | $6.6M |
| Marks Group Wealth Management, Inc | 0.63% | Reduce -10.4% | 25,903 | $6.5M |
| Callahan Advisors, LLC | 0.53% | Add +38.5% | 25,340 | $6.3M |
| KBC Group NV | 0.02% | Add +2664.8% | 24,496 | $6.1M |
| Caisse de depot et placement du Quebec | 0.01% | New | 24,158 | $6.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +0.3% | 24,035 | $6.0M |
"% of holder's portfolio" is PRI's weight in each manager's 13F, not the share of Primerica Inc. the manager owns.