Primerica Ownership | Who Owns Primerica?

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Primerica Ownership Summary

Primerica is owned by 90.91% institutional investors, 0.62% insiders, and 8.48% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 10.34% of PRI shares. Baron Growth Retail is the top mutual fund, with 3.98% of its assets in Primerica shares.

PRI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Primerica	90.91%	0.62%	8.48%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Life Insurance Stocks	60.50%	8.53%	30.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Kayne anderson rudnick investment management	3.61M	10.34%	$853.33M
Vanguard group	3.56M	10.20%	$841.98M
Blackrock	3.10M	8.88%	$733.13M
Fmr	3.08M	8.84%	$729.68M
Brave warrior advisors	1.89M	5.42%	$447.14M
Bamco inc /ny/	1.84M	5.28%	$436.09M
Burgundy asset management	1.24M	3.55%	$292.69M
State street	1.08M	3.11%	$256.43M
Millennium management	680.96K	1.95%	$161.10M
Geode capital management	670.89K	1.92%	$158.76M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Brave warrior advisors	1.89M	9.91%	$447.14M
Philosmith capital	132.70K	8.83%	$31.39M
Quantum capital management, llc / nj	262.32K	7.02%	$62.06M
Academy capital management inc/tx	140.50K	6.00%	$33.24M
Burgundy asset management	1.24M	3.09%	$292.69M
Lyrical asset management lp	642.51K	2.44%	$152.00M
Kayne anderson rudnick investment management	3.61M	2.08%	$853.33M
Prospector partners	76.84K	2.03%	$18.18M
Parkwood	65.10K	1.92%	$15.40M
Running oak capital	52.34K	1.89%	$12.38M

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	680.96K	0.07%	678.75K
Invesco	589.35K	0.03%	272.41K
Fuller & thaler asset management	209.89K	0.21%	61.31K
Ubs asset management americas	134.85K	0.01%	56.25K
Corebridge financial	43.53K	0.06%	43.53K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	3.10M	0.02%	-145.74K
Brave warrior advisors	1.89M	9.91%	-125.04K
Victory capital management	49.93K	0.01%	-108.60K
Principal financial group	114.60K	0.02%	-103.72K
Vanguard group	3.56M	0.02%	-80.07K

New Positions

Holder	Shares	% Assets	Change	Value
Corebridge financial	43.53K	0.06%	43.53K	$10.30M
Fil	42.95K	0.01%	42.95K	$10.16M
Granite investment partners	19.25K	0.19%	19.25K	$4.55M
Susquehanna fundamental investments	14.86K	0.08%	14.86K	$3.51M
Wbi investments	9.29K	0.53%	9.29K	$2.20M

Sold Out

Holder	Change
Financial gravity asset management	-1.00
Tfc financial management	-1.00
Tfo-tdc	-2.00
Avion wealth	-3.00
Riggs asset managment	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	444	7.77%	30,757,496	-2.97%	90	1.10%	218	10.66%	140	-4.11%
Jun 30, 2024	408	1.24%	31,685,465	1.13%	90	1.20%	193	9.66%	146	2.82%
Mar 31, 2024	403	1.26%	31,332,838	-1.00%	87	1.11%	176	2.33%	142	-7.79%
Dec 31, 2023	398	6.99%	31,647,875	-2.49%	88	1.10%	172	11.69%	154	11.59%
Sep 30, 2023	372	1.09%	32,454,996	-13.75%	89	0.85%	154	1.32%	138	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Baron Growth Retail	1.34M	3.98%	-105.00K
Baron Small Cap Growth Strategy	1.34M	3.98%	-105.00K
iShares Core S&P Mid-Cap ETF	1.09M	3.26%	2.12K
Vanguard Total Stock Mkt Idx Inv	1.07M	3.19%	-3.66K
Vanguard Small Cap Index	848.47K	2.54%	1.65K
Vanguard Small Cap Value Index Inv	573.16K	1.72%	-196.00
Vanguard Institutional Extnd Mkt Idx Tr	502.69K	1.51%	-3.28K
Virtus KAR Small-Cap Core I	494.29K	1.46%	-
Fidelity Low-Priced Stock	418.05K	1.24%	-199.00
Fidelity Small Cap Value Fund	397.22K	1.17%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 25, 2024	Schneider Peter W.	President	Sell	$455.76K
Nov 11, 2024	Williams Glenn J.	Chief Executive Officer	Sell	$903.82K
Sep 10, 2024	Addison John A. Jr.	-	Sell	$507.70K
Sep 06, 2024	Dheer Sanjeev	-	Sell	$204.41K
Aug 26, 2024	Schneider Peter W.	President	Sell	$391.66K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	2
2024 Q3	-	4
2024 Q2	-	2
2024 Q1	-	7
2023 Q4	-	2

PRI Ownership FAQ

Who Owns Primerica?

Primerica shareholders are primarily institutional investors at 90.91%, followed by 0.62% insiders and 8.47% retail investors. The average institutional ownership in Primerica's industry, Life Insurance Stocks , is 60.50%, which Primerica exceeds.

Who owns the most shares of Primerica?

Primerica’s largest shareholders are Kayne anderson rudnick investment management (3.61M shares, 10.34%), Vanguard group (3.56M shares, 10.20%), and Blackrock (3.1M shares, 8.88%). Together, they hold 29.43% of Primerica’s total shares outstanding.

Does Blackrock own Primerica?

Yes, BlackRock owns 8.88% of Primerica, totaling 3.1M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 733.13M$. In the last quarter, BlackRock decreased its holdings by -146K shares, a -4.49% change.

Who is Primerica’s biggest shareholder by percentage of total assets invested?

Brave warrior advisors is Primerica’s biggest shareholder by percentage of total assets invested, with 9.91% of its assets in 1.89M Primerica shares, valued at 447.14M$.

Who is the top mutual fund holder of Primerica shares?

Baron Growth Retail is the top mutual fund holder of Primerica shares, with 3.98% of its total shares outstanding invested in 1.34M Primerica shares.

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