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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
36
shares
|
$9,145
0.0% of portfolio
|
Q3 2025
Added 414.29%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
36
shares
|
$9,145
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36
shares
|
$9,145
0.0% of portfolio
|
Q1 2021
Reduced 33.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
35
shares
|
$8,891
0.0% of portfolio
|
Q3 2025
Added 775.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
34
shares
|
$8,637
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
30
shares
|
$7,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
28
shares
|
$7,113
0.0% of portfolio
|
Q3 2025
Added 460.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
27
shares
|
$6,859
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
25
shares
|
$6,351
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
25
shares
|
$6,351
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
23
shares
|
$5,843
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
21
shares
|
$5,335
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
17
shares
|
$4,318
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
16
shares
|
$4,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
16
shares
|
$4,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
14
shares
|
$3,556
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
14
shares
|
$3,556
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
13
shares
|
$3,302
0.0% of portfolio
|
Q2 2025
Added 160.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
12
shares
|
$3,048
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
11
shares
|
$2,794
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
9
shares
|
$2,286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
9
shares
|
$2,286
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
9
shares
|
$2,286
0.0% of portfolio
|
Q4 2022
Added 80.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
9
shares
|
$2,286
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
8
shares
|
$2,032
0.0% of portfolio
|
Q4 2023
New holding
|
|