Primerica Ownership | Who Owns Primerica?

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Primerica Ownership Summary

Primerica is owned by 36.01% institutional investors, 0.94% insiders, and 63.05% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 10.54% of PRI shares. Baron Small Cap Growth Strategy is the top mutual fund, with 3.75% of its assets in Primerica shares.

PRI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Primerica	36.01%	0.94%	63.05%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Life Insurance Stocks	46.79%	11.52%	41.69%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Kayne anderson rudnick investment management	3.57M	10.54%	$968.31M
Vanguard group	3.46M	10.21%	$937.93M
Blackrock funding, inc. /de	3.13M	9.24%	$848.88M
Blackrock	3.10M	8.88%	$733.13M
Fmr	3.00M	8.87%	$814.18M
Bamco inc /ny/	1.66M	4.89%	$449.35M
Burgundy asset management	1.24M	3.55%	$292.69M
State street	1.08M	3.11%	$256.43M
Brave warrior advisors	853.86K	2.52%	$231.76M
Geode capital management	779.76K	2.30%	$211.69M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Philosmith capital	118.20K	9.09%	$32.08M
Quantum capital management, llc / nj	264.91K	7.71%	$71.90M
Academy capital management inc/tx	139.81K	6.20%	$37.95M
Brave warrior advisors	853.86K	5.77%	$231.76M
Burgundy asset management	1.24M	3.09%	$292.69M
Sovereign's capital management	15.66K	2.71%	$4.25M
Lyrical asset management lp	587.57K	2.36%	$159.48M
Prospector partners	77.20K	2.32%	$20.95M
Kayne anderson rudnick investment management	3.57M	2.25%	$968.31M
Qsv equity investors	7.59K	1.98%	$2.06M

Top Buyers

Holder	Shares	% Assets	Change
Raymond james financial	125.97K	0.01%	125.97K
Aqr capital management	116.27K	0.04%	83.48K
Geode capital management	779.76K	0.02%	82.92K
Blackrock funding, inc. /de	3.13M	0.02%	63.54K
Fil	131.37K	0.03%	60.56K

Top Sellers

Holder	Shares	% Assets	Change
Brave warrior advisors	853.86K	5.77%	-606.31K
Millennium management	240.21K	0.03%	-383.05K
Invesco	138.30K	0.01%	-280.95K
Blackrock	3.10M	0.02%	-145.74K
Price t rowe associates inc /md/	140.62K	0.00%	-96.41K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	125.97K	0.01%	125.97K	$34.19M
Weiss asset management lp	42.09K	0.23%	42.09K	$11.42M
Bi asset management fondsmaeglerselskab	28.71K	0.08%	28.71K	$7.79M
Brant point investment management	26.00K	0.88%	26.00K	$7.06M
Proficio capital partners	21.61K	0.00%	21.61K	$21.61K

Sold Out

Holder	Change
Tfc financial management	-1.00
Excel securities & associates	-1.00
Financial gravity asset management	-1.00
Tfo-tdc	-2.00
Avion wealth	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	267	-40.80%	12,182,828	-60.51%	36	0.43%	122	-44.80%	77	-46.15%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Baron Small Cap Growth Strategy	1.24M	3.75%	-50.00K
Baron Growth Retail	1.24M	3.75%	-50.00K
iShares Core S&P Mid-Cap ETF	1.09M	3.29%	1.94K
Vanguard US Total Market Shares ETF	1.07M	3.23%	-18.71K
Vanguard Total Stock Mkt Idx Inv	1.05M	3.16%	5.04K
Vanguard Small Cap Index	852.02K	2.56%	693.00
Vanguard Small Cap Value Index Inv	561.21K	1.69%	-1.92K
Vanguard Institutional Extnd Mkt Idx Tr	506.56K	1.52%	2.08K
Virtus KAR Small-Cap Core I	494.29K	1.49%	-
Fidelity Low-Priced Stock	413.77K	1.25%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 05, 2025	Schneider Peter W.	President	Sell	$565.80K
Mar 05, 2025	Jendusa Nicholas Adam	Principal Accounting Officer	Sell	$65.55K
Feb 18, 2025	Williams Glenn J.	Chief Executive Officer	Sell	$845.21K
Nov 25, 2024	Schneider Peter W.	President	Sell	$455.76K
Nov 11, 2024	Williams Glenn J.	Chief Executive Officer	Sell	$903.82K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	3
2024 Q4	-	2
2024 Q3	-	4
2024 Q2	-	2
2024 Q1	-	7

PRI Ownership FAQ

Who Owns Primerica?

Primerica shareholders are primarily institutional investors at 36.01%, followed by 0.94% insiders and 63.05% retail investors. The average institutional ownership in Primerica's industry, Life Insurance Stocks , is 46.79%, which Primerica falls below.

Who owns the most shares of Primerica?

Primerica’s largest shareholders are Kayne anderson rudnick investment management (3.57M shares, 10.54%), Vanguard group (3.46M shares, 10.21%), and Blackrock funding, inc. /de (3.13M shares, 9.24%). Together, they hold 30.00% 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?

Philosmith capital is Primerica’s biggest shareholder by percentage of total assets invested, with 9.09% of its assets in 118.2K Primerica shares, valued at 32.08M$.

Who is the top mutual fund holder of Primerica shares?

Baron Small Cap Growth Strategy is the top mutual fund holder of Primerica shares, with 3.75% of its total shares outstanding invested in 1.24M Primerica shares.

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