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 28.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
940
shares
|
$255,210
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
931
shares
|
$252,766
0.1% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
924
shares
|
$250,866
0.0% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
922
shares
|
$250,323
0.03% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
915
shares
|
$248,422
0.0% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
913
shares
|
$247,879
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
910
shares
|
$247,065
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
899
shares
|
$244,078
0.03% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
893
shares
|
$242,449
0.01% of portfolio
|
Q2 2025
Reduced 60.15%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
893
shares
|
$242,449
0.0% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
886
shares
|
$240,549
0.0% of portfolio
|
Q2 2025
Reduced 36.94%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
884
shares
|
$240,006
0.01% of portfolio
|
Q2 2025
Reduced 25.15%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
866
shares
|
$235,119
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
849
shares
|
$230,503
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
839
shares
|
$227,788
0.02% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
836
shares
|
$226,974
0.0% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
832
shares
|
$225,888
0.18% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
831
shares
|
$225,616
0.05% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
823
shares
|
$223,444
0.01% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
820
shares
|
$222,630
0.01% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
814
shares
|
$221,001
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
802
shares
|
$217,743
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
799
shares
|
$216,928
0.01% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
796
shares
|
$216,114
0.03% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
795
shares
|
$215,842
0.0% of portfolio
|
Q2 2025
New holding
|