PrimericaPRI

13F holders, Q1 2026 (March 31)
511holders −3
49new positions
48sold out
9famous investors
$250.42avg. 13F price*

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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions49$76.0M
Exits48$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.

Show all 511 holders