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 $7.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
16
shares
|
$4,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
16
shares
|
$4,222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
16
shares
|
$4,222
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
16
shares
|
$4,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
14
shares
|
$3,694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
13
shares
|
$3,430
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
11
shares
|
$2,903
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
11
shares
|
$2,903
0.0% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
10
shares
|
$2,639
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
9
shares
|
$2,375
0.01% of portfolio
|
Q3 2024
Added 125.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
9
shares
|
$2,375
0.0% of portfolio
|
Q4 2022
Added 80.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
9
shares
|
$2,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9
shares
|
$2,375
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
9
shares
|
$2,375
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
9
shares
|
$2,375
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
9
shares
|
$2,375
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
8
shares
|
$2,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
8
shares
|
$2,111
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
8
shares
|
$2,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
7
shares
|
$1,847
0.0% of portfolio
|
Q3 2022
Reduced 77.42%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
7
shares
|
$1,847
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
6
shares
|
$1,583
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
5
shares
|
$1,319
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
5
shares
|
$1,319
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
5
shares
|
$1,319
0.0% of portfolio
|
Q2 2024
New holding
|