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 |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
67
shares
|
$18,190
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
65
shares
|
$17,647
0.01% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
65
shares
|
$17,647
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
62
shares
|
$16,833
0.01% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
61
shares
|
$16,561
0.01% of portfolio
|
Q2 2025
Reduced 63.47%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
50
shares
|
$13,575
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
46
shares
|
$12,489
0.0% of portfolio
|
Q2 2025
Reduced 62.6%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
45
shares
|
$12,217
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
43
shares
|
$11,674
0.0% of portfolio
|
Q2 2025
Reduced 63.56%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
40
shares
|
$10,860
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
39
shares
|
$10,588
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
38
shares
|
$10,317
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
37
shares
|
$10,045
0.0% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
37
shares
|
$10,045
0.0% of portfolio
|
Q2 2025
Reduced 53.16%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36
shares
|
$9,774
0.0% of portfolio
|
Q1 2021
Reduced 33.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
36
shares
|
$9,774
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
34
shares
|
$9,231
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
30
shares
|
$8,145
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
30
shares
|
$8,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
30
shares
|
$8,145
0.0% of portfolio
|
Q2 2025
Added 57.89%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
27
shares
|
$7,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
27
shares
|
$7,330
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
25
shares
|
$6,787
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
25
shares
|
$6,787
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
25
shares
|
$6,787
0.0% of portfolio
|
Q1 2025
New holding
|