Institutional Ownership Primerica, Inc. (PRI)
This table provides information about the institutional ownership of Primerica, Inc. (PRI). We have compiled data on the 555 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $7.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
4,470
shares
|
$1.19 Million
0.5% of portfolio
|
Q2 2024
Reduced 3.83%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
4,312
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2023
Reduced 6.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,308
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 110.45%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
4,121
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.67%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,077
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 64.36%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,052
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 25.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,049
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
4,000
shares
|
$1.07 Million
0.64% of portfolio
|
Q4 2022
New holding
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
3,945
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
3,937
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
3,844
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,821
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,743
shares
|
$996,948
0.0% of portfolio
|
Q1 2025
Reduced 48.63%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
3,651
shares
|
$972,443
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
3,582
shares
|
$954,065
0.04% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,567
shares
|
$950,070
0.01% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
3,519
shares
|
$937,285
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
3,500
shares
|
$932,225
0.01% of portfolio
|
Q1 2023
Reduced 22.86%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
3,474
shares
|
$925,299
0.36% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,459
shares
|
$921,304
0.0% of portfolio
|
Q1 2025
Added 32.48%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
3,438
shares
|
$915,711
0.06% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
3,375
shares
|
$898,931
0.0% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
3,227
shares
|
$859,511
0.07% of portfolio
|
Q1 2025
Reduced 35.77%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
3,212
shares
|
$855,516
0.1% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
3,191
shares
|
$849,922
0.0% of portfolio
|
Q1 2025
Reduced 93.18%
|