Primerica, Inc. - Common Stock (PRI)

Historical Holders from Q1 2014 to Q4 2025

Symbol: PRI on NYSE
Type / Class: Equity / Common Stock
Shares outstanding: 33,377,964
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares, excl. options: 29,985,161
Holdings value: $8,311,215,913
% of all portfolios: 0.01%
Number of holders: 493
Number of buys: 218
Number of sells: 253
Average buys %: +0%
Average sells %: -0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of Primerica, Inc. - Common Stock (PRI) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
BAMCO INC /NY/	5%	-2%	$438,405,401	-$14,952,232	1,655,547	-3.3%	Baron Capital Group, Inc.	31 Dec 2024

As of 30 Sep 2025 Primerica, Inc. - Common Stock (PRI) has 493 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 29,985,161 shares of 33,377,964 outstanding shares and own 90% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of Primerica, Inc. - Common Stock (PRI) own 71% of the company based on 13F filings as of 30 Sep 2025

Filer	Ownership	Holdings Value	Nb Shares	Share Change %
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	10%	$943,695,175	3,399,600	-2.4%
VANGUARD GROUP INC	10%	$937,752,318	3,378,192	-2.4%
BlackRock, Inc.	9%	$831,966,905	2,997,107	-2.1%
FMR LLC	8.7%	$802,859,729	2,892,250	+0.3%
BAMCO INC /NY/	4.2%	$390,913,619	1,408,241	-11%
Burgundy Asset Management Ltd.	4%	$356,866,881	1,324,968	-0.64%
STATE STREET CORP	3.1%	$286,604,458	1,032,474	-1.8%
GEODE CAPITAL MANAGEMENT, LLC	2.3%	$209,991,773	756,375	+1.8%
Brave Warrior Advisors, LLC	2.3%	$209,022,217	752,989	-8.6%
FIDUCIARY MANAGEMENT INC /WI/	1.9%	$177,728,941	640,257	+31%
DIMENSIONAL FUND ADVISORS LP	1.8%	$170,247,825	613,329	+0.41%
LYRICAL ASSET MANAGEMENT LP	1.7%	$156,884,152	565,165	+8.8%
FIRST TRUST ADVISORS LP	1.5%	$136,597,313	492,083	+12%
AGF MANAGEMENT LTD	1.2%	$114,848,699	413,735	-0.76%
AQR CAPITAL MANAGEMENT LLC	1%	$96,088,997	347,531	+25%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.96%	$89,124,156	321,064	+0.4%
Bank of New York Mellon Corp	0.95%	$87,692,854	315,908	-0.86%
WELLS FARGO & COMPANY/MN	0.93%	$86,287,154	310,844	-4.3%
NORTHERN TRUST CORP	0.92%	$85,235,397	307,055	-3.7%
FULLER & THALER ASSET MANAGEMENT, INC.	0.8%	$73,762,119	265,723	+1.1%
WESTFIELD CAPITAL MANAGEMENT CO LP	0.77%	$71,277,895	256,774	+2.6%
Quantum Capital Management, LLC / NJ	0.7%	$64,661,530	232,938	-0.44%
FIL Ltd	0.61%	$56,108,989	202,129	+7.2%
T. Rowe Price Investment Management, Inc.	0.56%	$51,877,000	186,882	-0.06%
MORGAN STANLEY	0.55%	$51,220,393	184,517	+2.4%

Institutional Holders of Primerica, Inc. - Common Stock (PRI) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q4	5,562	$1,436,998	-$106,186			$258.36	2
2025 Q3	29,985,161	$8,311,215,913	-$135,262,414	$1,249,155	$1,804,335	$277.59	493
2025 Q2	30,474,534	$8,338,776,008	-$51,389,481	$1,204,148	$1,176,781	$273.67	516
2025 Q1	30,660,447	$8,723,009,685	+$84,581,348	$796,969	$1,081,214	$284.53	507
2024 Q4	30,409,738	$8,254,667,446	-$133,950,360	$569,982	$814,260	$271.42	487
2024 Q3	30,841,692	$8,178,231,881	-$206,361,875	$2,280,290	$848,480	$265.15	447
2024 Q2	31,680,717	$7,494,907,036	+$61,313,144	$6,340,344	$2,034,588	$236.58	406
2024 Q1	31,424,449	$7,948,433,320	-$45,667,556	$2,898,163	$1,315,392	$252.96	395
2023 Q4	31,653,700	$6,513,246,288	-$161,330,414	$2,098,752	$864,192	$205.76	394
2023 Q3	32,444,776	$6,294,964,268	-$103,255,619	$3,453,378	$4,559,235	$194.01	367
2023 Q2	32,959,823	$6,516,546,120	-$58,247,204	$2,848,797	$8,128,443	$197.76	358
2023 Q1	33,272,837	$5,730,669,795	-$7,501,445	$3,087,136	$4,988,704	$172.24	348
2022 Q4	33,405,750	$4,737,917,781	-$79,058,929	$170,184	$2,084,754	$141.82	315
2022 Q3	34,040,754	$4,202,805,440	-$34,999,753	$445,000	$2,272,000	$123.45	293
2022 Q2	34,288,583	$4,103,818,918	-$50,877,298	$728,000	$5,782,000	$119.69	305
2022 Q1	34,788,633	$4,759,455,684	-$120,255,331	$1,286,000	$5,499,000	$136.82	314
2021 Q4	35,504,334	$5,441,809,729	-$22,911,129	$1,978,000	$705,000	$153.27	330
2021 Q3	35,620,816	$5,472,732,066	-$5,630,414	$2,662,000	$1,306,000	$153.63	305
2021 Q2	35,649,354	$5,458,785,510	+$7,178,573	$3,767,000	$1,775,000	$153.14	315
2021 Q1	35,614,734	$5,264,885,482	+$22,390,664	$3,389,000	$1,685,000	$147.82	316
2020 Q4	35,468,061	$4,750,140,627	+$20,347,116	$3,321,000	$2,598,000	$133.93	328
2020 Q3	35,351,260	$3,998,651,718	-$62,596,654	$1,109,000	$11,247,000	$113.14	331
2020 Q2	35,866,869	$4,181,134,816	-$51,931,042	$2,420,000	$2,449,000	$116.60	298
2020 Q1	36,368,765	$3,218,190,341	-$67,268,720	$1,358,000	$4,478,000	$88.48	275
2019 Q4	36,934,376	$4,821,887,730	-$30,505,483	$914,000	$6,645,000	$130.56	303
2019 Q3	37,200,481	$4,732,899,396	-$98,546,844	$2,418,000	$4,733,000	$127.23	290
2019 Q2	37,986,667	$4,553,749,497	-$69,311,527	$2,747,000	$3,767,000	$119.95	297
2019 Q1	39,043,854	$4,768,059,773	-$57,099,665	$6,132,000	$9,515,000	$122.15	263
2018 Q4	39,595,142	$3,867,960,530	-$80,867,583	$5,609,000	$8,773,000	$97.71	268
2018 Q3	40,362,707	$4,864,118,342	-$3,857,349	$3,038,000	$8,488,000	$120.55	267
2018 Q2	40,239,208	$4,007,073,877	-$60,145,298	$1,802,000	$4,720,000	$99.60	261
2018 Q1	41,075,160	$3,966,820,279	-$143,120,707	$4,048,000	$6,994,000	$96.60	272
2017 Q4	41,560,629	$4,219,203,496	-$300,445,257	$5,776,000	$9,037,000	$101.55	281
2017 Q3	44,460,993	$3,626,186,343	-$11,556,756	$3,074,000	$3,727,000	$81.55	253
2017 Q2	44,684,558	$3,385,003,576	-$121,706,933	$3,333,000	$2,552,000	$75.75	250
2017 Q1	46,268,888	$3,803,129,771	+$242,774,733	$2,630,000	$6,502,000	$82.20	244
2016 Q4	48,032,212	$3,321,735,177	-$389,724,848	$17,601,000	$10,007,000	$69.15	270
2016 Q3	53,763,392	$2,850,094,369	+$122,031,234	$12,187,000	$30,871,000	$53.03	236
2016 Q2	52,533,776	$3,006,493,993	-$41,804,644	$1,465,000	$962,000	$57.24	219
2016 Q1	53,433,109	$2,379,440,070	+$55,029,181	$1,064,000	$436,000	$44.53	208
2015 Q4	52,103,750	$2,460,761,320	-$68,220,518	$0	$387,000	$47.23	200
2015 Q3	53,606,855	$2,416,339,978	+$115,862,618	$9,388,000	$1,050,000	$45.07	191
2015 Q2	50,946,441	$2,328,643,480	+$92,324,401	$9,837,000	$488,000	$45.69	199
2015 Q1	48,862,229	$2,487,023,503	-$1,169,193	$46,000	$1,089,000	$50.90	192
2014 Q4	48,842,562	$2,649,786,737	-$130,834,728	$71,000	$450,000	$54.26	182
2014 Q3	51,270,791	$2,472,327,266	-$14,066,797			$48.22	167
2014 Q2	51,587,953	$2,468,036,662	+$57,244,933	$0	$0	$47.85	172
2014 Q1	50,885,971	$2,396,909,061	+$79,092,672	$47,000	$867,000	$47.11	172