Primerica, Inc. - Common Stock (PRI) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
PRI on NYSE
Shares outstanding
33,377,964
Price per share
$258.36
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
29,985,442
Total reported value
$8,311,258,864
% of total 13F portfolios
0.01%
Share change
-489,855
Value change
-$135,183,836
Number of holders
493
Price from insider filings
$258.36
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% $404,599,131 -$13,799,237 1,655,547 -3.3% Baron Capital Group, Inc. 31 Dec 2024

As of 30 Sep 2025, 493 institutional investors reported holding 29,985,442 shares of Primerica, Inc. - Common Stock (PRI). This represents 90% of the company’s total 33,377,964 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Primerica, Inc. - Common Stock (PRI) together control 71% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10% 3,399,600 -2.4% 2.3% $943,695,175
VANGUARD GROUP INC 10% 3,378,192 -2.4% 0.01% $937,752,318
BlackRock, Inc. 9% 2,997,107 -2.1% 0.01% $831,966,905
FMR LLC 8.7% 2,892,250 +0.3% 0.04% $802,859,729
BAMCO INC /NY/ 4.2% 1,408,241 -11% 1% $390,913,619
Burgundy Asset Management Ltd. 4% 1,324,968 -0.64% 3.4% $356,866,881
STATE STREET CORP 3.1% 1,032,474 -1.8% 0.01% $286,604,458
GEODE CAPITAL MANAGEMENT, LLC 2.3% 756,375 +1.8% 0.01% $209,991,773
Brave Warrior Advisors, LLC 2.3% 752,989 -8.6% 4.9% $209,022,217
FIDUCIARY MANAGEMENT INC /WI/ 1.9% 640,257 +31% 1.8% $177,728,941
DIMENSIONAL FUND ADVISORS LP 1.8% 613,329 +0.41% 0.04% $170,247,825
LYRICAL ASSET MANAGEMENT LP 1.7% 565,165 +8.8% 2.2% $156,884,152
FIRST TRUST ADVISORS LP 1.5% 492,083 +12% 0.1% $136,597,313
AGF MANAGEMENT LTD 1.2% 413,735 -0.76% 0.51% $114,848,699
AQR CAPITAL MANAGEMENT LLC 1% 347,531 +25% 0.06% $96,088,997
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.96% 321,064 +0.4% 0.01% $89,124,156
Bank of New York Mellon Corp 0.95% 315,908 -0.86% 0.02% $87,692,854
WELLS FARGO & COMPANY/MN 0.93% 310,844 -4.3% 0.02% $86,287,154
NORTHERN TRUST CORP 0.92% 307,055 -3.7% 0.01% $85,235,397
FULLER & THALER ASSET MANAGEMENT, INC. 0.8% 265,723 +1.1% 0.25% $73,762,119
WESTFIELD CAPITAL MANAGEMENT CO LP 0.77% 256,774 +2.6% 0.3% $71,277,895
Quantum Capital Management, LLC / NJ 0.7% 232,938 -0.44% 7.1% $64,661,530
FIL Ltd 0.61% 202,129 +7.2% 0.04% $56,108,989
T. Rowe Price Investment Management, Inc. 0.56% 186,882 -0.06% 0.03% $51,877,000
MORGAN STANLEY 0.55% 184,517 +2.4% 0% $51,220,393

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 349,746 $90,728,941 +$11,544,200 $258.36 41
2025 Q3 29,985,442 $8,311,258,864 -$135,183,836 $277.59 493
2025 Q2 30,474,534 $8,338,776,008 -$51,389,480 $273.67 516
2025 Q1 30,604,324 $8,707,041,379 +$84,606,316 $284.53 506
2024 Q4 30,399,509 $8,251,888,422 -$130,025,466 $271.42 485
2024 Q3 30,823,361 $8,173,370,768 -$210,784,135 $265.15 445
2024 Q2 31,679,795 $7,494,688,357 +$90,227,130 $236.58 406
2024 Q1 31,302,274 $7,917,528,680 -$71,787,321 $252.96 395
2023 Q4 23,301 $4,796,479 -$295,677 $205.76 4
2023 Q3 32,097,912 $6,227,659,960 -$101,193,475 $194.01 362
2023 Q2 32,584,661 $6,442,352,716 -$121,179,303 $197.76 352
2023 Q1 33,263,271 $5,729,030,624 -$126,694,859 $172.24 342
2022 Q4 32,958,092 $4,674,431,174 -$77,581,678 $141.82 308
2022 Q3 33,586,825 $4,146,769,478 -$25,821,074 $123.45 285
2022 Q2 33,962,878 $4,061,465,377 -$56,534,963 $119.69 300
2022 Q1 34,628,363 $4,737,527,270 -$118,816,206 $136.82 305
2021 Q4 35,319,091 $5,413,415,988 -$23,690,623 $153.27 322
2021 Q3 35,566,456 $5,464,381,337 -$4,491,315 $153.63 300
2021 Q2 35,585,393 $5,448,917,415 +$7,714,387 $153.14 307
2021 Q1 35,549,298 $5,255,212,989 +$22,739,860 $147.82 310
2020 Q4 35,445,404 $4,747,106,368 +$21,819,677 $133.93 322
2020 Q3 35,311,305 $3,993,920,816 -$63,455,796 $113.14 326
2020 Q2 35,851,047 $4,179,220,910 -$51,377,895 $116.60 293
2020 Q1 36,282,779 $3,210,561,391 -$67,768,265 $88.48 269
2019 Q4 36,848,561 $4,810,684,756 -$26,741,255 $130.56 297
2019 Q3 36,992,013 $4,706,375,049 -$89,393,580 $127.23 285
2019 Q2 37,975,520 $4,552,412,199 -$14,495,345 $119.95 293
2019 Q1 39,039,171 $4,767,487,154 -$63,857,588 $122.15 260
2018 Q4 39,480,767 $3,856,786,035 -$73,989,620 $97.71 264
2018 Q3 40,362,661 $4,864,112,797 -$3,865,623 $120.55 266
2018 Q2 40,239,162 $4,007,069,295 -$16,492,218 $99.60 260
2018 Q1 41,075,114 $3,966,815,835 -$143,755,598 $96.60 271
2017 Q4 41,560,583 $4,219,198,825 -$280,932,464 $101.55 280
2017 Q3 44,460,916 $3,626,180,064 -$11,560,978 $81.55 252
2017 Q2 42,536,201 $3,222,266,743 -$119,227,117 $75.75 245
2017 Q1 46,268,811 $3,803,123,442 +$242,424,615 $82.20 243
2016 Q4 47,832,499 $3,307,873,229 -$390,287,795 $69.15 268
2016 Q3 52,742,927 $2,795,977,369 +$139,898,085 $53.03 234
2016 Q2 52,489,838 $3,003,978,993 -$43,852,862 $57.24 217
2016 Q1 53,391,906 $2,377,605,070 +$54,631,506 $44.53 207
2015 Q4 51,946,911 $2,453,285,320 -$66,698,889 $47.23 197
2015 Q3 53,582,330 $2,415,234,978 +$108,022,301 $45.07 189
2015 Q2 48,775,009 $2,229,429,480 +$84,645,144 $45.69 196
2015 Q1 48,832,379 $2,485,513,503 -$2,175,347 $50.90 190
2014 Q4 48,831,224 $2,649,171,737 -$130,711,109 $54.26 181
2014 Q3 51,263,675 $2,471,984,266 -$14,395,502 $48.22 165
2014 Q2 51,580,017 $2,468,032,865 +$58,254,932 $47.85 171
2014 Q1 50,261,216 $2,367,477,061 +$52,715,415 $47.11 171