Institutional Ownership Primerica, Inc. (PRI)
This table provides information about the institutional ownership of Primerica, Inc. (PRI). We have compiled data on the 544 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $7.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
119
shares
|
$30,231
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
113
shares
|
$28,707
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
106
shares
|
$26,929
0.0% of portfolio
|
Q3 2025
Added 186.49%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
103
shares
|
$26,167
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
99
shares
|
$25,150
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
96
shares
|
$24,388
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
92
shares
|
$23,372
0.0% of portfolio
|
Q3 2025
Reduced 23.33%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
88
shares
|
$22,356
0.0% of portfolio
|
Q3 2022
Reduced 46.99%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
84
shares
|
$21,340
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
84
shares
|
$21,340
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
81
shares
|
$20,578
0.0% of portfolio
|
Q2 2024
Reduced 31.93%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
81
shares
|
$20,578
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
70
shares
|
$17,783
0.0% of portfolio
|
Q1 2024
Added 268.42%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
68
shares
|
$17,275
0.0% of portfolio
|
Q2 2025
Reduced 22.73%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
67
shares
|
$17,021
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
65
shares
|
$16,513
0.01% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
64
shares
|
$16,259
0.01% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
64
shares
|
$16,259
0.0% of portfolio
|
Q3 2025
Reduced 27.27%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
56
shares
|
$14,226
0.01% of portfolio
|
Q3 2025
Added 24.44%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
50
shares
|
$12,702
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
46
shares
|
$11,686
0.0% of portfolio
|
Q2 2025
Reduced 62.6%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
43
shares
|
$10,924
0.0% of portfolio
|
Q2 2025
Reduced 63.56%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
39
shares
|
$9,907
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
38
shares
|
$9,653
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
37
shares
|
$9,399
0.0% of portfolio
|
Q3 2024
Added 2.78%
|
|