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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
5
shares
|
$1,357
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
4
shares
|
$1,086
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
4
shares
|
$1,086
0.0% of portfolio
|
Q2 2025
Reduced 96.4%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4
shares
|
$1,086
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
4
shares
|
$1,086
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3
shares
|
$814
0.0% of portfolio
|
Q3 2024
Reduced 99.69%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
3
shares
|
$814
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
3
shares
|
$814
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
3
shares
|
$814
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3
shares
|
$814
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3
shares
|
$814
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2
shares
|
$543
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
2
shares
|
$543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
2
shares
|
$543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2
shares
|
$543
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1
shares
|
$271
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1
shares
|
$271
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1
shares
|
$271
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
1
shares
|
$271
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
1
shares
|
$271
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1
shares
|
$271
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
1
shares
|
$271
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1
shares
|
$271
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|