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 $7.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
70
shares
|
$18,644
0.0% of portfolio
|
Q1 2024
Added 268.42%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
68
shares
|
$18,111
0.0% of portfolio
|
Q2 2025
Reduced 22.73%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
66
shares
|
$17,579
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
65
shares
|
$17,312
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
65
shares
|
$17,312
0.01% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
62
shares
|
$16,513
0.01% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
50
shares
|
$13,317
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Promethos Capital, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
50
shares
|
$13,317
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
50
shares
|
$13,317
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
46
shares
|
$12,252
0.0% of portfolio
|
Q1 2025
Added 228.57%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
45
shares
|
$11,985
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
42
shares
|
$11,186
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
38
shares
|
$10,121
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
37
shares
|
$9,854
0.0% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36
shares
|
$9,588
0.0% of portfolio
|
Q1 2021
Reduced 33.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
36
shares
|
$9,588
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
34
shares
|
$9,055
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
30
shares
|
$7,990
0.0% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
30
shares
|
$7,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
27
shares
|
$7,191
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
25
shares
|
$6,658
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
23
shares
|
$6,126
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
21
shares
|
$5,593
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
19
shares
|
$5,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
17
shares
|
$4,527
0.0% of portfolio
|
Q3 2023
New holding
|