Primerica Ownership 2024 | Who Owns Primerica Now?
Institutional Ownership
14.57%
Insider Ownership
0.64%
Retail Ownership
84.79%
Institutional Holders
204.00
Primerica Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10.34% | 2.08% | 3,606,930 | -27,963 | -0.77% | 853,327,523 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.20% | 0.02% | 3,558,972 | -80,070 | -2.20% | 841,981,597 | Jun 30, 2024 |
| BLACKROCK INC. | 8.88% | 0.02% | 3,098,851 | -145,742 | -4.49% | 733,126,226 | Jun 30, 2024 |
| FMR LLC | 8.84% | 0.05% | 3,084,282 | -48,468 | -1.55% | 729,679,408 | Jun 30, 2024 |
| BRAVE WARRIOR ADVISORS, LLC | 5.42% | 9.91% | 1,890,013 | -125,039 | -6.21% | 447,139,276 | Jun 30, 2024 |
| BAMCO INC /NY/ | 5.28% | 1.25% | 1,843,312 | -61,166 | -3.21% | 436,090,753 | Jun 30, 2024 |
| BURGUNDY ASSET MANAGEMENT LTD. | 3.55% | 3.09% | 1,237,164 | 17,095 | 1.40% | 292,688,259 | Jun 30, 2024 |
| STATE STREET CORP | 3.11% | 0.01% | 1,083,918 | -21,407 | -1.94% | 256,433,320,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.95% | 0.07% | 680,961 | 678,752 | 30726.66% | 161,101,753 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.92% | 0.01% | 670,888 | 25,772 | 3.99% | 158,755,340 | Jun 30, 2024 |
| AGF MANAGEMENT LTD | 1.90% | 0.87% | 664,483 | -693 | -0.10% | 157,203,388 | Jun 30, 2024 |
| LYRICAL ASSET MANAGEMENT LP | 1.84% | 2.44% | 642,508 | -27,436 | -4.10% | 152,004,543 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.83% | 0.04% | 637,753 | 21,836 | 3.55% | 150,880,471 | Jun 30, 2024 |
| INVESCO LTD. | 1.69% | 0.03% | 589,351 | 272,414 | 85.95% | 139,428,660 | Jun 30, 2024 |
| FIDUCIARY MANAGEMENT INC /WI/ | 1.38% | 1.06% | 482,627 | 9,238 | 1.95% | 114,179,896 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 1.11% | 0.02% | 388,858 | -12,060 | -3.01% | 91,996,054 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.07% | 0.02% | 372,605 | -418 | -0.11% | 88,150,955 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.96% | 0.02% | 334,887 | -4,410 | -1.30% | 79,227,566 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.80% | 0.01% | 280,367 | 29,075 | 11.57% | 66,329,226,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.76% | 0.01% | 264,948 | -19,576 | -6.88% | 62,682,000 | Jun 30, 2024 |
Primerica's largest institutional shareholder is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, holding 10.34% of the company's total share outstanding, currently valued at $853.33M. The top 10 institutional shareholders own together 59.50% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BRAVE WARRIOR ADVISORS, LLC | 5.42% | 9.91% | 1,890,013 | -125,039 | -6.21% | 447,139,276 | Jun 30, 2024 |
| PHILOSMITH CAPITAL CORP | 0.38% | 8.83% | 132,700 | 10,000 | 8.15% | 31,394,166 | Jun 30, 2024 |
| QUANTUM CAPITAL MANAGEMENT, LLC / NJ | 0.75% | 7.02% | 262,325 | -7,341 | -2.72% | 62,060,913 | Jun 30, 2024 |
| ACADEMY CAPITAL MANAGEMENT INC/TX | 0.40% | 6.00% | 140,503 | -202 | -0.14% | 33,240,195 | Jun 30, 2024 |
| BURGUNDY ASSET MANAGEMENT LTD. | 3.55% | 3.09% | 1,237,164 | 17,095 | 1.40% | 292,688,259 | Jun 30, 2024 |
| LYRICAL ASSET MANAGEMENT LP | 1.84% | 2.44% | 642,508 | -27,436 | -4.10% | 152,004,543 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10.34% | 2.08% | 3,606,930 | -27,963 | -0.77% | 853,327,523 | Jun 30, 2024 |
| PROSPECTOR PARTNERS LLC | 0.22% | 2.03% | 76,845 | -8,090 | -9.52% | 18,179,990 | Jun 30, 2024 |
| PARKWOOD LLC | 0.19% | 1.92% | 65,099 | 23,561 | 56.72% | 15,401,000 | Jun 30, 2024 |
| RUNNING OAK CAPITAL LLC | 0.15% | 1.89% | 52,339 | 4,428 | 9.24% | 12,382,360 | Jun 30, 2024 |
| QSV EQUITY INVESTORS LLC | 0.02% | 1.87% | 7,556 | -283 | -3.61% | 1,787,598 | Jun 30, 2024 |
| BAMCO INC /NY/ | 5.28% | 1.25% | 1,843,312 | -61,166 | -3.21% | 436,090,753 | Jun 30, 2024 |
| FIDUCIARY MANAGEMENT INC /WI/ | 1.38% | 1.06% | 482,627 | 9,238 | 1.95% | 114,179,896 | Jun 30, 2024 |
| MARKS GROUP WEALTH MANAGEMENT, INC | 0.10% | 0.89% | 35,722 | 210 | 0.59% | 8,451,111 | Jun 30, 2024 |
| AGF MANAGEMENT LTD | 1.90% | 0.87% | 664,483 | -693 | -0.10% | 157,203,388 | Jun 30, 2024 |
| LEEWARD INVESTMENTS, LLC - MA | 0.19% | 0.71% | 64,926 | -34,392 | -34.63% | 15,360,193 | Jun 30, 2024 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 0.05% | 0.66% | 17,743 | 2,300 | 14.89% | 4,198,000 | Jun 30, 2024 |
| DIXON FNANCIAL SERVICES, INC. | 0.01% | 0.64% | 4,857 | - | - | 1,149,069 | Jun 30, 2024 |
| ELCO MANAGEMENT CO., LLC | 0.01% | 0.55% | 4,000 | - | - | 946,320 | Jun 30, 2024 |
| WBI INVESTMENTS, INC. | 0.03% | 0.53% | 9,285 | 9,285 | 100.00% | 2,196,645 | Jun 30, 2024 |
The largest Primerica shareholder by % of total assets is BRAVE WARRIOR ADVISORS, LLC. The company owns 1.89M shares of Primerica (PRI), representing 9.91% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 1.95% | 0.07% | 680,961 | 678,752 | 30726.66% | 161,101,753 | Jun 30, 2024 |
| INVESCO LTD. | 1.69% | 0.03% | 589,351 | 272,414 | 85.95% | 139,428,660 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.60% | 0.21% | 209,889 | 61,311 | 41.27% | 49,655,622 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.39% | 0.01% | 134,848 | 56,250 | 71.57% | 31,902,339 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.12% | 0.06% | 43,527 | 43,527 | 100.00% | 10,297,618 | Jun 30, 2024 |
| FIL LTD | 0.12% | 0.01% | 42,950 | 42,950 | 100.00% | 10,161,111 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.29% | 0.08% | 99,758 | 39,761 | 66.27% | 23,600,748 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.17% | 0.01% | 58,566 | 38,742 | 195.43% | 13,855,544 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.22% | 0.02% | 78,326 | 38,558 | 96.96% | 18,530,364 | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 0.76% | 0.31% | 264,741 | 36,091 | 15.78% | 62,632,426 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.09% | 0.01% | 32,104 | 31,064 | 2986.92% | 7,595,164 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.09% | 0.00% | 29,883 | 29,883 | 100.00% | 119,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.80% | 0.01% | 280,367 | 29,075 | 11.57% | 66,329,226,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.92% | 0.01% | 670,888 | 25,772 | 3.99% | 158,755,340 | Jun 30, 2024 |
| PARKWOOD LLC | 0.19% | 1.92% | 65,099 | 23,561 | 56.72% | 15,401,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.83% | 0.04% | 637,753 | 21,836 | 3.55% | 150,880,471 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 0.46% | 0.02% | 159,000 | 19,515 | 13.99% | 37,617,000 | Jun 30, 2024 |
| GRANITE INVESTMENT PARTNERS, LLC | 0.06% | 0.19% | 19,253 | 19,253 | 100.00% | 4,554,875 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.05% | 0.05% | 17,304 | 17,304 | 100.00% | 4,093,781 | Jun 30, 2024 |
| BURGUNDY ASSET MANAGEMENT LTD. | 3.55% | 3.09% | 1,237,164 | 17,095 | 1.40% | 292,688,259 | Jun 30, 2024 |
As of Jun 30 2024, Primerica's largest institutional buyer is MILLENNIUM MANAGEMENT LLC. The company purchased 678.75K stocks of PRI, valued at $161.10M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 8.88% | 0.02% | 3,098,851 | -145,742 | -4.49% | 733,126,226 | Jun 30, 2024 |
| BRAVE WARRIOR ADVISORS, LLC | 5.42% | 9.91% | 1,890,013 | -125,039 | -6.21% | 447,139,276 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.14% | 0.01% | 49,932 | -108,600 | -68.50% | 11,812,913 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.33% | 0.02% | 114,604 | -103,720 | -47.51% | 27,113,015,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.20% | 0.02% | 3,558,972 | -80,070 | -2.20% | 841,981,597 | Jun 30, 2024 |
| BAMCO INC /NY/ | 5.28% | 1.25% | 1,843,312 | -61,166 | -3.21% | 436,090,753 | Jun 30, 2024 |
| ROYAL LONDON ASSET MANAGEMENT LTD | 0.46% | 0.10% | 159,406 | -57,509 | -26.51% | 37,712,271 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.22% | 0.02% | 77,276 | -57,192 | -42.53% | 18,281,956 | Jun 30, 2024 |
| FMR LLC | 8.84% | 0.05% | 3,084,282 | -48,468 | -1.55% | 729,679,408 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -46,564 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -35,072 | -100.00% | - | Jun 30, 2024 |
| LEEWARD INVESTMENTS, LLC - MA | 0.19% | 0.71% | 64,926 | -34,392 | -34.63% | 15,360,193 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.54% | 0.01% | 189,940 | -33,743 | -15.09% | 44,936,006 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10.34% | 2.08% | 3,606,930 | -27,963 | -0.77% | 853,327,523 | Jun 30, 2024 |
| LYRICAL ASSET MANAGEMENT LP | 1.84% | 2.44% | 642,508 | -27,436 | -4.10% | 152,004,543 | Jun 30, 2024 |
| AXA S.A. | - | - | - | -26,374 | -100.00% | - | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.07% | 0.01% | 23,270 | -24,833 | -51.62% | 5,505,215 | Jun 30, 2024 |
| BARCLAYS PLC | 0.03% | 0.00% | 9,836 | -24,431 | -71.30% | 2,326,000 | Jun 30, 2024 |
| STATE STREET CORP | 3.11% | 0.01% | 1,083,918 | -21,407 | -1.94% | 256,433,320,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.76% | 0.01% | 264,948 | -19,576 | -6.88% | 62,682,000 | Jun 30, 2024 |
As of Jun 30 2024, Primerica's biggest institutional seller is BLACKROCK INC.. The company sold -0.15M shares of PRI, valued at $733.13M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COREBRIDGE FINANCIAL, INC. | 0.12% | 0.06% | 43,527 | 43,527 | 100.00% | 10,297,618 | Jun 30, 2024 |
| FIL LTD | 0.12% | 0.01% | 42,950 | 42,950 | 100.00% | 10,161,111 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.09% | 0.00% | 29,883 | 29,883 | 100.00% | 119,000 | Jun 30, 2024 |
| GRANITE INVESTMENT PARTNERS, LLC | 0.06% | 0.19% | 19,253 | 19,253 | 100.00% | 4,554,875 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.04% | 0.08% | 14,855 | 14,855 | 100.00% | 3,514,396 | Jun 30, 2024 |
| WBI INVESTMENTS, INC. | 0.03% | 0.53% | 9,285 | 9,285 | 100.00% | 2,196,645 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.02% | 0.03% | 8,288 | 8,288 | 100.00% | 1,960,655 | Jun 30, 2024 |
| OFI INVEST ASSET MANAGEMENT | 0.02% | 0.05% | 8,000 | 8,000 | 100.00% | 1,765,934 | Jun 30, 2024 |
| NORGES BANK | 0.02% | 0.00% | 6,777 | 6,777 | 100.00% | 1,603,303 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.02% | 0.01% | 6,619 | 6,619 | 100.00% | 1,566,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.02% | 0.00% | 5,700 | 5,700 | 100.00% | 1,348,506 | Jun 30, 2024 |
| MGO ONE SEVEN LLC | 0.01% | 0.03% | 2,628 | 2,628 | 100.00% | 621,732 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.02% | 1,687 | 1,687 | 100.00% | 399,119 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.01% | 1,550 | 1,550 | 100.00% | 366,699 | Jun 30, 2024 |
| BRIDGES INVESTMENT MANAGEMENT INC | 0.00% | 0.01% | 1,533 | 1,533 | 100.00% | 362,677 | Jun 30, 2024 |
| RAYMOND JAMES TRUST N.A. | 0.00% | 0.01% | 1,496 | 1,496 | 100.00% | 353,923 | Jun 30, 2024 |
| MERITAGE PORTFOLIO MANAGEMENT | 0.00% | 0.02% | 1,409 | 1,409 | 100.00% | 333,000 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.00% | 0.08% | 1,242 | 1,242 | 100.00% | 293,832 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.17% | 1,200 | 1,200 | 100.00% | 283,896 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 1,130 | 1,130 | 100.00% | 267,335 | Jun 30, 2024 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 0.00% | 0.01% | 1,129 | 1,129 | 100.00% | 267,000 | Jun 30, 2024 |
| CALLAN FAMILY OFFICE, LLC | 0.00% | 0.05% | 1,120 | 1,120 | 100.00% | 264,969 | Jun 30, 2024 |
| ARGENT TRUST CO | 0.00% | 0.01% | 1,087 | 1,087 | 100.00% | 257,163 | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.00% | 0.05% | 1,076 | 1,076 | 100.00% | 254,560 | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | 0.00% | 0.14% | 1,063 | 1,063 | 100.00% | 251,484 | Jun 30, 2024 |
| FIRST TRUST DIRECT INDEXING L.P. | 0.00% | 0.01% | 1,011 | 1,011 | 100.00% | 239,182 | Jun 30, 2024 |
| IBEX WEALTH ADVISORS | 0.00% | 0.04% | 1,008 | 1,008 | 100.00% | 238,505 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 950 | 950 | 100.00% | 224,751 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.00% | 945 | 945 | 100.00% | 223,568 | Jun 30, 2024 |
| RAFFERTY ASSET MANAGEMENT, LLC | 0.00% | 0.00% | 851 | 851 | 100.00% | 201,330 | Jun 30, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | 0.00% | 0.00% | 224 | 224 | 100.00% | 52,994 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | 0.00% | 0.00% | 147 | 147 | 100.00% | 34,777 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 68 | 68 | 100.00% | 16,088 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 67 | 67 | 100.00% | 15,851 | Jun 30, 2024 |
| PROFFITT & GOODSON INC | 0.00% | 0.00% | 56 | 56 | 100.00% | 13,249 | Jun 30, 2024 |
| DUNHILL FINANCIAL, LLC | 0.00% | 0.01% | 44 | 44 | 100.00% | 10,410 | Jun 30, 2024 |
| MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 0.00% | 0.00% | 29 | 29 | 100.00% | 7,000 | Jun 30, 2024 |
| FINTRUST CAPITAL ADVISORS, LLC | 0.00% | 0.00% | 25 | 25 | 100.00% | 5,915 | Jun 30, 2024 |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | - | 0.00% | 13 | 13 | 100.00% | 3,075 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 13 | 13 | 100.00% | 3,076 | Jun 30, 2024 |
| FSC WEALTH ADVISORS, LLC | - | 0.00% | 10 | 10 | 100.00% | 2,366 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 8 | 8 | 100.00% | 1,893 | Jun 30, 2024 |
| SACHETTA, LLC | - | 0.00% | 5 | 5 | 100.00% | 1,256 | Jun 30, 2024 |
| GLEN EAGLE ADVISORS, LLC | - | 0.00% | 4 | 4 | 100.00% | 950 | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | 0.00% | 4 | 4 | 100.00% | 946 | Jun 30, 2024 |
Primerica's largest new institutional shareholder by number of shares is COREBRIDGE FINANCIAL, INC., purchased 43.53K shares, valued at $10.30M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -46,564 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -35,072 | -100.00% | - | Jun 30, 2024 |
| AXA S.A. | - | - | - | -26,374 | -100.00% | - | Jun 30, 2024 |
| PRANA CAPITAL MANAGEMENT, LP | - | - | - | -17,438 | -100.00% | - | Jun 30, 2024 |
| TD ASSET MANAGEMENT INC | - | - | - | -6,430 | -100.00% | - | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -4,700 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -4,679 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -3,990 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -3,870 | -100.00% | - | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | - | - | - | -3,757 | -100.00% | - | Jun 30, 2024 |
| CERITY PARTNERS LLC | - | - | - | -3,639 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -3,195 | -100.00% | - | Jun 30, 2024 |
| AUSBIL INVESTMENT MANAGEMENT LTD | - | - | - | -3,149 | -100.00% | - | Jun 30, 2024 |
| CAVALIER INVESTMENTS, LLC | - | - | - | -3,069 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -2,966 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -2,892 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -2,715 | -100.00% | - | Jun 30, 2024 |
| ADVISORSHARES INVESTMENTS LLC | - | - | - | -2,004 | -100.00% | - | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | - | - | - | -1,690 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -1,261 | -100.00% | - | Jun 30, 2024 |
| CONSOLIDATED PLANNING CORP | - | - | - | -1,162 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -955 | -100.00% | - | Jun 30, 2024 |
| RIVERVIEW TRUST CO | - | - | - | -825 | -100.00% | - | Jun 30, 2024 |
| BALLENTINE PARTNERS, LLC | - | - | - | -818 | -100.00% | - | Jun 30, 2024 |
| AXXCESS WEALTH MANAGEMENT, LLC | - | - | - | -809 | -100.00% | - | Jun 30, 2024 |
| ATRIA WEALTH SOLUTIONS, INC. | - | - | - | -795 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -675 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -646 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -450 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST CO / SC | - | - | - | -201 | -100.00% | - | Jun 30, 2024 |
| SMITHFIELD TRUST CO | - | - | - | -173 | -100.00% | - | Jun 30, 2024 |
| SALEM INVESTMENT COUNSELORS INC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -78 | -100.00% | - | Jun 30, 2024 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
| SEMMAX FINANCIAL ADVISORS INC. | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
| HORIZON INVESTMENTS, LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Primerica's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -46.56K shares, valued at -, as of undefined.
Primerica Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SCHRODER GLOBAL SERIES TRUST | 1.70% | 3,463 | - | - | Jan 31, 2021 |
| BBR ALO Fund, LLC | 1.03% | 110,414 | -4,238 | -3.70% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| Mairs & Power Funds Trust | 0.76% | 3,000,000 | - | - | Mar 31, 2022 |
| Kelly Strategic ETF Trust | 0.36% | 9,690 | 3,862 | 66.27% | Feb 29, 2024 |
| Nuveen Managed Accounts Portfolios Trust | 0.33% | 5,000,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY MUNICIPAL TRUST | 0.29% | 12,150,000 | - | - | Feb 29, 2024 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.21% | 1,500,000 | - | - | Mar 31, 2024 |
| VIRTUS ASSET TRUST | 0.21% | 5,515,000 | - | - | Mar 28, 2024 |
| Value Line Small Cap Opportunities Fund, Inc. | 0.15% | 44,400 | - | - | Mar 31, 2024 |
| BNY MELLON MUNICIPAL FUNDS, INC. | 0.14% | 2,265,000 | - | - | Aug 31, 2023 |
| Brown Advisory Funds | 0.13% | 5,000,000 | - | - | Mar 31, 2024 |
| CALVERT VARIABLE SERIES INC | 0.12% | 223,000 | - | - | Mar 31, 2024 |
| Core Bond Portfolio | 0.11% | 856,000 | - | - | Mar 31, 2024 |
| PROSPECTOR FUNDS, INC. | 0.10% | 30,050 | - | - | Mar 31, 2024 |
| COLUMBIA ACORN TRUST | 0.09% | 305,212 | - | - | Mar 31, 2024 |
| CALVERT SOCIAL INVESTMENT FUND | 0.09% | 4,228,000 | - | - | Mar 31, 2024 |
| BLACKROCK MUNICIPAL SERIES TRUST | 0.09% | 4,500,000 | - | - | Feb 29, 2024 |
| PRAXIS MUTUAL FUNDS | 0.09% | 1,000,000 | - | - | Dec 31, 2023 |
| Absolute Shares Trust | 0.08% | 31,687 | - | - | Mar 31, 2024 |
| VIRTUS EQUITY TRUST | 0.08% | 633,533 | - | - | Mar 28, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.07% | 286,436 | 2,419 | 0.85% | Mar 28, 2024 |
| BNY MELLON FUNDS TRUST | 0.07% | 5,525,000 | 5,525,000 | - | Aug 31, 2023 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.06% | 206,729 | -3,211 | -1.53% | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.06% | 22,109 | - | - | Mar 31, 2024 |
| Elevation Series Trust | 0.06% | 2,937 | 644 | 28.09% | Jan 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.06% | 4,020 | - | - | Sep 30, 2022 |
| PFM Multi-Manager Series Trust | 0.05% | 44,000 | - | - | Dec 31, 2023 |
| Vanguard Montgomery Funds | 0.05% | 12,617 | - | - | Mar 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.05% | 119,206 | - | - | Jan 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.05% | 21,664 | -2,037 | -8.59% | Jan 31, 2024 |
| Guggenheim Variable Funds Trust | 0.05% | 200,000 | - | - | Dec 31, 2023 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.05% | 1,422 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 24,942 | - | - | Mar 31, 2024 |
| PIONEER BOND FUND /DE/ | 0.04% | 2,590,000 | - | - | Mar 28, 2024 |
| Walthausen Funds | 0.04% | 1,480 | - | - | Apr 30, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.04% | 340,947 | -1,800 | -0.53% | Mar 31, 2024 |
| Victory Portfolios II | 0.04% | 2,000,000 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST | 0.04% | 21,000 | - | - | Mar 31, 2024 |
| FMI FUNDS INC | 0.03% | 240,000 | 15,000 | 6.67% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.03% | 4,610,000 | - | - | Mar 28, 2024 |
| CALVERT FUND | 0.03% | 1,834,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.03% | 15,452 | - | - | Jan 31, 2024 |
| ALLSPRING FUNDS TRUST | 0.03% | 12,960,000 | - | - | Jan 31, 2024 |
| AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) | 0.02% | 12,150,000 | - | - | Feb 29, 2024 |
| EATON VANCE LTD DURATION INCOME FUND | 0.02% | 444,000 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.02% | 2,875,000 | - | - | Mar 28, 2024 |
| FIDELITY CAPITAL TRUST | 0.02% | 214,343 | 28,500 | 15.34% | Jan 31, 2024 |
| NORTHERN FUNDS | 0.02% | 2,715,000 | - | - | Mar 28, 2024 |
| Federated Hermes Index Trust | 0.02% | 3,968 | -1,124 | -22.07% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.02% | 18,200,000 | -10,300,000 | -36.14% | Jan 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.02% | 4,000,000 | - | - | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 71,391 | -2,767 | -3.73% | Feb 29, 2024 |
| Collaborative Investment Series Trust | 0.01% | 2,255 | - | - | Mar 31, 2024 |
| Capitol Series Trust | 0.01% | 141,387 | 30,500 | 27.51% | Mar 31, 2024 |
| VALUED ADVISERS TRUST | 0.01% | 13,150 | - | - | Feb 29, 2024 |
| NORTHERN FUNDS | 0.01% | 1,975,000 | - | - | Mar 28, 2024 |
| VANGUARD MUNICIPAL BOND FUNDS | 0.01% | 10,250,000 | - | - | Jan 31, 2024 |
| NUVEEN INVESTMENT TRUST II | 0.01% | 22,500 | - | - | Mar 31, 2024 |
| OSI ETF Trust | 0.01% | 1,997 | - | - | Mar 31, 2022 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.01% | 84,700 | 46,553 | 122.04% | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 132,178 | - | - | Jan 31, 2024 |
| EATON VANCE MUTUAL FUNDS TRUST | 0.01% | 1,713,000 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.01% | 1,475,000 | - | - | Mar 28, 2024 |
| FIDELITY PURITAN TRUST | 0.01% | 511,979 | 122,731 | 31.53% | Jan 31, 2024 |
| NORTHERN FUNDS | 0.01% | 1,405,000 | - | - | Mar 28, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.01% | 10,000,000 | - | - | Jan 31, 2024 |
| AIM FUNDS GROUP (INVESCO FUNDS GROUP) | 0.01% | 44,577 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 4,945 | -242 | -4.67% | Mar 31, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.01% | 12,420 | -300 | -2.36% | Mar 28, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 721,104 | 10,800 | 1.52% | Jan 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.01% | 12,429 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.01% | 15,248,000 | 129,000 | 0.85% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 3,115,489 | -524,785 | -14.42% | Mar 31, 2024 |
| VANGUARD MUNICIPAL BOND FUNDS | 0.01% | 5,610,000 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.01% | 2,273 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 25,897 | -20,637 | -44.35% | Jan 31, 2024 |
| T. Rowe Price State Tax-Free Funds, Inc. | 0.01% | 365,000 | - | - | Feb 29, 2024 |
| VALIC Co I | 0.01% | 1,730,000 | - | - | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.01% | 4,600 | 4,600 | - | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.01% | 2,944 | - | - | Mar 31, 2024 |
| Harbor ETF Trust | 0.01% | 25,736 | 1,787 | 7.46% | Jan 31, 2024 |
| FRONTIER FUNDS, INC. | 0.01% | 2,107 | - | - | Mar 31, 2024 |
| Zacks Trust | 0.01% | 490 | 308 | 169.23% | Feb 29, 2024 |
| Northern Lights Variable Trust | 0.01% | 5,190 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.01% | 1,190,000 | 330,000 | 38.37% | Feb 29, 2024 |
| Ultimus Managers Trust | 0.01% | 60,704 | 5,889 | 10.74% | Feb 29, 2024 |
| Starboard Investment Trust | 0.01% | 3,021 | 141 | 4.90% | Feb 29, 2024 |
| FIDELITY MT VERNON STREET TRUST | 0.01% | 146,767 | - | - | Feb 29, 2024 |
| Nushares ETF Trust | 0.00% | 35,518 | -509 | -1.41% | Jan 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 500,000 | - | - | Feb 29, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 10,773 | 916 | 9.29% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.00% | 144 | -25 | -14.79% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 2,250,000 | 300,000 | 15.38% | Mar 31, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 1,250,000 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 838 | -175 | -17.28% | Mar 31, 2024 |
| Pioneer Series Trust IV | 0.00% | 79,000 | - | - | Jan 31, 2024 |
| VANGUARD BOND INDEX FUNDS | 0.00% | 5,150,000 | - | - | Mar 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 200,776 | -3,757 | -1.84% | Jan 31, 2024 |
| CALVERT WORLD VALUES FUND INC | 0.00% | 23,485 | - | - | Mar 31, 2024 |
Primerica's largest mutual fund holder by % of total assets is "SCHRODER GLOBAL SERIES TRUST", owning 3.46K shares, compromising 1.70% of its total assets.
Primerica Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 204 | -49.13% |
| 31 Mar, 24 | 401 | 1.26% |
| 31 Dec, 23 | 396 | 7.03% |
| 30 Sep, 23 | 370 | 1.37% |
| 30 Jun, 23 | 365 | 2.82% |
| 31 Mar, 23 | 355 | 10.59% |
| 31 Dec, 22 | 321 | 7.00% |
| 30 Sep, 22 | 300 | -4.15% |
| 30 Jun, 22 | 313 | -3.99% |
| 31 Mar, 22 | 326 | -4.68% |
| 31 Dec, 21 | 342 | 9.27% |
| 30 Sep, 21 | 313 | -3.99% |
| 30 Jun, 21 | 326 | 0.93% |
| 31 Mar, 21 | 323 | -4.15% |
| 31 Dec, 20 | 337 | - |
| 30 Sep, 20 | 337 | 9.77% |
| 30 Jun, 20 | 307 | 7.72% |
| 31 Mar, 20 | 285 | -9.24% |
| 31 Dec, 19 | 314 | 5.37% |
| 30 Sep, 19 | 298 | -3.56% |
| 30 Jun, 19 | 309 | 11.55% |
| 31 Mar, 19 | 277 | -1.42% |
| 31 Dec, 18 | 281 | 1.44% |
| 30 Sep, 18 | 277 | 2.59% |
| 30 Jun, 18 | 270 | -4.93% |
| 31 Mar, 18 | 284 | -4.05% |
| 31 Dec, 17 | 296 | 12.98% |
| 30 Sep, 17 | 262 | 0.77% |
| 30 Jun, 17 | 260 | 1.56% |
| 31 Mar, 17 | 256 | -10.49% |
| 31 Dec, 16 | 286 | 13.94% |
| 30 Sep, 16 | 251 | 9.13% |
| 30 Jun, 16 | 230 | 7.48% |
| 31 Mar, 16 | 214 | 2.88% |
| 31 Dec, 15 | 208 | 2.46% |
| 30 Sep, 15 | 203 | -0.98% |
| 30 Jun, 15 | 205 | 1.99% |
| 31 Mar, 15 | 201 | 6.35% |
| 31 Dec, 14 | 189 | 11.83% |
| 30 Sep, 14 | 169 | -1.74% |
| 30 Jun, 14 | 172 | -1.71% |
| 31 Mar, 14 | 175 | 2.94% |
| 31 Dec, 13 | 170 | 8.28% |
| 30 Sep, 13 | 157 | 1.29% |
| 30 Jun, 13 | 155 | 142.19% |
| 31 Mar, 13 | 64 | 16.36% |
| 31 Dec, 12 | 55 | 1.85% |
| 30 Sep, 12 | 54 | 10.20% |
| 30 Jun, 12 | 49 | 16.67% |
| 31 Mar, 12 | 42 | -10.64% |
| 31 Dec, 11 | 47 | 23.68% |
| 30 Sep, 11 | 38 | -5.00% |
| 30 Jun, 11 | 40 | 42.86% |
| 31 Mar, 11 | 28 | 21.74% |
| 31 Dec, 10 | 23 | - |
| 30 Sep, 10 | 23 | 9.52% |
| 30 Jun, 10 | 21 | 162.50% |
| 31 Mar, 10 | 8 | - |
As of 30 Jun 24, 204 institutions are holding Primerica's shares, representing a decrease of -49.13% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 5,081,409 | -83.79% |
| 31 Mar, 24 | 31,339,699 | -0.97% |
| 31 Dec, 23 | 31,647,468 | -2.49% |
| 30 Sep, 23 | 32,454,602 | -12.91% |
| 30 Jun, 23 | 37,263,710 | 11.45% |
| 31 Mar, 23 | 33,434,491 | -0.36% |
| 31 Dec, 22 | 33,554,948 | -1.72% |
| 30 Sep, 22 | 34,141,046 | -0.70% |
| 30 Jun, 22 | 34,381,921 | -1.48% |
| 31 Mar, 22 | 34,898,026 | -1.74% |
| 31 Dec, 21 | 35,516,689 | -0.32% |
| 30 Sep, 21 | 35,631,250 | -0.00% |
| 30 Jun, 21 | 35,631,597 | 0.09% |
| 31 Mar, 21 | 35,598,630 | 0.43% |
| 31 Dec, 20 | 35,447,453 | 0.38% |
| 30 Sep, 20 | 35,314,657 | -1.54% |
| 30 Jun, 20 | 35,867,032 | -1.62% |
| 31 Mar, 20 | 36,458,171 | -1.59% |
| 31 Dec, 19 | 37,046,855 | -0.70% |
| 30 Sep, 19 | 37,308,263 | -1.84% |
| 30 Jun, 19 | 38,007,318 | -2.89% |
| 31 Mar, 19 | 39,138,103 | -1.34% |
| 31 Dec, 18 | 39,668,067 | -1.80% |
| 30 Sep, 18 | 40,397,064 | 0.25% |
| 30 Jun, 18 | 40,297,714 | -1.90% |
| 31 Mar, 18 | 41,078,303 | -2.62% |
| 31 Dec, 17 | 42,181,926 | -5.33% |
| 30 Sep, 17 | 44,555,964 | -0.30% |
| 30 Jun, 17 | 44,692,130 | -3.47% |
| 31 Mar, 17 | 46,297,260 | -3.64% |
| 31 Dec, 16 | 48,048,483 | -10.69% |
| 30 Sep, 16 | 53,799,587 | 2.39% |
| 30 Jun, 16 | 52,542,045 | -1.67% |
| 31 Mar, 16 | 53,433,575 | 2.54% |
| 31 Dec, 15 | 52,107,938 | -2.79% |
| 30 Sep, 15 | 53,605,989 | 5.20% |
| 30 Jun, 15 | 50,958,529 | 4.24% |
| 31 Mar, 15 | 48,883,510 | 0.07% |
| 31 Dec, 14 | 48,850,648 | -4.74% |
| 30 Sep, 14 | 51,278,709 | -0.60% |
| 30 Jun, 14 | 51,587,954 | 1.38% |
| 31 Mar, 14 | 50,885,999 | 5.86% |
| 31 Dec, 13 | 48,068,962 | -4.25% |
| 30 Sep, 13 | 50,204,367 | -0.68% |
| 30 Jun, 13 | 50,545,736 | 117.44% |
| 31 Mar, 13 | 23,246,307 | -4.81% |
| 31 Dec, 12 | 24,422,032 | 27.70% |
| 30 Sep, 12 | 19,125,245 | 4.44% |
| 30 Jun, 12 | 18,312,769 | 12.53% |
| 31 Mar, 12 | 16,274,307 | -8.77% |
| 31 Dec, 11 | 17,838,976 | 22.80% |
| 30 Sep, 11 | 14,527,411 | -55.47% |
| 30 Jun, 11 | 32,620,221 | 329.73% |
| 31 Mar, 11 | 7,590,939 | 30.75% |
| 31 Dec, 10 | 5,805,533 | -30.31% |
| 30 Sep, 10 | 8,330,866 | -6.49% |
| 30 Jun, 10 | 8,908,761 | 2641.96% |
| 31 Mar, 10 | 324,905 | - |
Primerica (PRI) has 5.08M shares outstanding as of 30 Jun 24, down -83.79% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 14.57% | 0.19% |
| 31 Mar, 24 | 87.17% | 1.11% |
| 31 Dec, 23 | 88.50% | 1.10% |
| 30 Sep, 23 | 89.62% | 0.87% |
| 30 Jun, 23 | 101.51% | 1.22% |
| 31 Mar, 23 | 91.08% | 1.11% |
| 31 Dec, 22 | 90.75% | 1.09% |
| 30 Sep, 22 | 91.19% | 1.14% |
| 30 Jun, 22 | 89.57% | 1.13% |
| 31 Mar, 22 | 88.98% | 1.10% |
| 31 Dec, 21 | 89.76% | 1.11% |
| 30 Sep, 21 | 90.07% | 1.11% |
| 30 Jun, 21 | 90.14% | 1.11% |
| 31 Mar, 21 | 90.22% | 1.15% |
| 31 Dec, 20 | 88.47% | 1.11% |
| 30 Sep, 20 | 89.21% | 1.12% |
| 30 Jun, 20 | 89.37% | 1.14% |
| 31 Mar, 20 | 88.64% | 1.15% |
| 31 Dec, 19 | 87.83% | 1.11% |
| 30 Sep, 19 | 88.91% | 1.11% |
| 30 Jun, 19 | 89.47% | 1.07% |
| 31 Mar, 19 | 91.39% | 1.12% |
| 31 Dec, 18 | 90.45% | 1.05% |
| 30 Sep, 18 | 92.97% | 1.11% |
| 30 Jun, 18 | 91.45% | 1.08% |
| 31 Mar, 18 | 91.82% | 1.04% |
| 31 Dec, 17 | 94.14% | 0.97% |
| 30 Sep, 17 | 98.32% | 1.04% |
| 30 Jun, 17 | 97.19% | 0.97% |
| 31 Mar, 17 | 99.99% | 0.93% |
| 31 Dec, 16 | 103.45% | 0.79% |
| 30 Sep, 16 | 114.45% | 0.94% |
| 30 Jun, 16 | 110.25% | 0.91% |
| 31 Mar, 16 | 110.06% | 0.98% |
| 31 Dec, 15 | 106.21% | 0.93% |
| 30 Sep, 15 | 107.04% | 1.11% |
| 30 Jun, 15 | 98.40% | 1.14% |
| 31 Mar, 15 | 92.86% | 1.16% |
| 31 Dec, 14 | 89.52% | 1.02% |
| 30 Sep, 14 | 93.72% | 1.06% |
| 30 Jun, 14 | 93.92% | 1.11% |
| 31 Mar, 14 | 92.17% | 1.21% |
| 31 Dec, 13 | 87.27% | 1.05% |
| 30 Sep, 13 | 91.35% | 1.14% |
| 30 Jun, 13 | 89.44% | 5.30% |
| 31 Mar, 13 | 41.07% | 2.57% |
| 31 Dec, 12 | 40.00% | 3.94% |
| 30 Sep, 12 | 31.84% | 3.59% |
| 30 Jun, 12 | 29.76% | 4.77% |
| 31 Mar, 12 | 24.99% | 4.10% |
| 31 Dec, 11 | 24.68% | 6.34% |
| 30 Sep, 11 | 19.72% | 1.00% |
| 30 Jun, 11 | 44.41% | 40.70% |
| 31 Mar, 11 | 10.45% | 16.37% |
| 31 Dec, 10 | 7.99% | 6.01% |
| 30 Sep, 10 | 11.53% | 7.50% |
| 30 Jun, 10 | 12.40% | 6211.12% |
| 31 Mar, 10 | 0.45% | - |
As of 30 Jun 24, Primerica is held by 14.57% institutional shareholders, representing a 0.19% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 97 | -44.57% |
| 31 Mar, 24 | 175 | 2.34% |
| 31 Dec, 23 | 171 | 12.50% |
| 30 Sep, 23 | 152 | - |
| 30 Jun, 23 | 152 | -8.98% |
| 31 Mar, 23 | 167 | 12.84% |
| 31 Dec, 22 | 148 | 45.10% |
| 30 Sep, 22 | 102 | -26.09% |
| 30 Jun, 22 | 138 | -13.21% |
| 31 Mar, 22 | 159 | -4.79% |
| 31 Dec, 21 | 167 | 30.47% |
| 30 Sep, 21 | 128 | 0.79% |
| 30 Jun, 21 | 127 | -4.51% |
| 31 Mar, 21 | 133 | -3.62% |
| 31 Dec, 20 | 138 | -14.29% |
| 30 Sep, 20 | 161 | 10.27% |
| 30 Jun, 20 | 146 | 10.61% |
| 31 Mar, 20 | 132 | -1.49% |
| 31 Dec, 19 | 134 | 17.54% |
| 30 Sep, 19 | 114 | -17.39% |
| 30 Jun, 19 | 138 | 25.45% |
| 31 Mar, 19 | 110 | 2.80% |
| 31 Dec, 18 | 107 | -6.96% |
| 30 Sep, 18 | 115 | 9.52% |
| 30 Jun, 18 | 105 | -20.45% |
| 31 Mar, 18 | 132 | -5.04% |
| 31 Dec, 17 | 139 | 25.23% |
| 30 Sep, 17 | 111 | -9.02% |
| 30 Jun, 17 | 122 | 19.61% |
| 31 Mar, 17 | 102 | -26.09% |
| 31 Dec, 16 | 138 | 2.99% |
| 30 Sep, 16 | 134 | 31.37% |
| 30 Jun, 16 | 102 | -14.29% |
| 31 Mar, 16 | 119 | 41.67% |
| 31 Dec, 15 | 84 | -25.00% |
| 30 Sep, 15 | 112 | -3.45% |
| 30 Jun, 15 | 116 | 19.59% |
| 31 Mar, 15 | 97 | 8.99% |
| 31 Dec, 14 | 89 | 32.84% |
| 30 Sep, 14 | 67 | -9.46% |
| 30 Jun, 14 | 74 | -12.94% |
| 31 Mar, 14 | 85 | -6.59% |
| 31 Dec, 13 | 91 | 2.25% |
| 30 Sep, 13 | 89 | -26.45% |
| 30 Jun, 13 | 121 | 181.40% |
| 31 Mar, 13 | 43 | 26.47% |
| 31 Dec, 12 | 34 | 3.03% |
| 30 Sep, 12 | 33 | -2.94% |
| 30 Jun, 12 | 34 | 25.93% |
| 31 Mar, 12 | 27 | -25.00% |
| 31 Dec, 11 | 36 | 71.43% |
| 30 Sep, 11 | 21 | -38.24% |
| 30 Jun, 11 | 34 | 100.00% |
| 31 Mar, 11 | 17 | 30.77% |
| 31 Dec, 10 | 13 | - |
| 30 Sep, 10 | 13 | -38.10% |
| 30 Jun, 10 | 21 | 162.50% |
| 31 Mar, 10 | 8 | - |
97 institutional shareholders have increased their position in PRI stock as of 30 Jun 24 compared to 175 in the previous quarter (a -44.57% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 62 | -56.34% |
| 31 Mar, 24 | 142 | -7.79% |
| 31 Dec, 23 | 154 | 11.59% |
| 30 Sep, 23 | 138 | 1.47% |
| 30 Jun, 23 | 136 | 10.57% |
| 31 Mar, 23 | 123 | 23.00% |
| 31 Dec, 22 | 100 | -27.01% |
| 30 Sep, 22 | 137 | 21.24% |
| 30 Jun, 22 | 113 | 10.78% |
| 31 Mar, 22 | 102 | 4.08% |
| 31 Dec, 21 | 98 | -10.91% |
| 30 Sep, 21 | 110 | -6.78% |
| 30 Jun, 21 | 118 | -6.35% |
| 31 Mar, 21 | 126 | -7.35% |
| 31 Dec, 20 | 136 | 15.25% |
| 30 Sep, 20 | 118 | 4.42% |
| 30 Jun, 20 | 113 | 9.71% |
| 31 Mar, 20 | 103 | -14.17% |
| 31 Dec, 19 | 120 | - |
| 30 Sep, 19 | 120 | 10.09% |
| 30 Jun, 19 | 109 | 1.87% |
| 31 Mar, 19 | 107 | -1.83% |
| 31 Dec, 18 | 109 | 9.00% |
| 30 Sep, 18 | 100 | 1.01% |
| 30 Jun, 18 | 99 | -7.48% |
| 31 Mar, 18 | 107 | 0.94% |
| 31 Dec, 17 | 106 | 3.92% |
| 30 Sep, 17 | 102 | 10.87% |
| 30 Jun, 17 | 92 | -19.30% |
| 31 Mar, 17 | 114 | 2.70% |
| 31 Dec, 16 | 111 | 35.37% |
| 30 Sep, 16 | 82 | -18.81% |
| 30 Jun, 16 | 101 | 57.81% |
| 31 Mar, 16 | 64 | -32.63% |
| 31 Dec, 15 | 95 | 30.14% |
| 30 Sep, 15 | 73 | 10.61% |
| 30 Jun, 15 | 66 | -2.94% |
| 31 Mar, 15 | 68 | -10.53% |
| 31 Dec, 14 | 76 | 4.11% |
| 30 Sep, 14 | 73 | -3.95% |
| 30 Jun, 14 | 76 | 20.63% |
| 31 Mar, 14 | 63 | 3.28% |
| 31 Dec, 13 | 61 | 29.79% |
| 30 Sep, 13 | 47 | 104.35% |
| 30 Jun, 13 | 23 | 76.92% |
| 31 Mar, 13 | 13 | - |
| 31 Dec, 12 | 13 | -13.33% |
| 30 Sep, 12 | 15 | 25.00% |
| 30 Jun, 12 | 12 | 33.33% |
| 31 Mar, 12 | 9 | 28.57% |
| 31 Dec, 11 | 7 | -50.00% |
| 30 Sep, 11 | 14 | 250.00% |
| 30 Jun, 11 | 4 | -42.86% |
| 31 Mar, 11 | 7 | 16.67% |
| 31 Dec, 10 | 6 | 20.00% |
| 30 Sep, 10 | 5 | - |
| 30 Jun, 10 | - | - |
| 31 Mar, 10 | - | - |
62 institutional shareholders have reduced their position in PRI stock as of 30 Jun 24 compared to 142 in the previous quarter (a -56.34% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 204 | -49.13% | 5,081,409 | -83.79% | 14.57% | 0.19% | 97 | -44.57% | 62 | -56.34% |
| 31 Mar, 24 | 401 | 1.26% | 31,339,699 | -0.97% | 87.17% | 1.11% | 175 | 2.34% | 142 | -7.79% |
| 31 Dec, 23 | 396 | 7.03% | 31,647,468 | -2.49% | 88.50% | 1.10% | 171 | 12.50% | 154 | 11.59% |
| 30 Sep, 23 | 370 | 1.37% | 32,454,602 | -12.91% | 89.62% | 0.87% | 152 | - | 138 | 1.47% |
| 30 Jun, 23 | 365 | 2.82% | 37,263,710 | 11.45% | 101.51% | 1.22% | 152 | -8.98% | 136 | 10.57% |
| 31 Mar, 23 | 355 | 10.59% | 33,434,491 | -0.36% | 91.08% | 1.11% | 167 | 12.84% | 123 | 23.00% |
| 31 Dec, 22 | 321 | 7.00% | 33,554,948 | -1.72% | 90.75% | 1.09% | 148 | 45.10% | 100 | -27.01% |
| 30 Sep, 22 | 300 | -4.15% | 34,141,046 | -0.70% | 91.19% | 1.14% | 102 | -26.09% | 137 | 21.24% |
| 30 Jun, 22 | 313 | -3.99% | 34,381,921 | -1.48% | 89.57% | 1.13% | 138 | -13.21% | 113 | 10.78% |
| 31 Mar, 22 | 326 | -4.68% | 34,898,026 | -1.74% | 88.98% | 1.10% | 159 | -4.79% | 102 | 4.08% |
| 31 Dec, 21 | 342 | 9.27% | 35,516,689 | -0.32% | 89.76% | 1.11% | 167 | 30.47% | 98 | -10.91% |
| 30 Sep, 21 | 313 | -3.99% | 35,631,250 | -0.00% | 90.07% | 1.11% | 128 | 0.79% | 110 | -6.78% |
| 30 Jun, 21 | 326 | 0.93% | 35,631,597 | 0.09% | 90.14% | 1.11% | 127 | -4.51% | 118 | -6.35% |
| 31 Mar, 21 | 323 | -4.15% | 35,598,630 | 0.43% | 90.22% | 1.15% | 133 | -3.62% | 126 | -7.35% |
| 31 Dec, 20 | 337 | - | 35,447,453 | 0.38% | 88.47% | 1.11% | 138 | -14.29% | 136 | 15.25% |
| 30 Sep, 20 | 337 | 9.77% | 35,314,657 | -1.54% | 89.21% | 1.12% | 161 | 10.27% | 118 | 4.42% |
| 30 Jun, 20 | 307 | 7.72% | 35,867,032 | -1.62% | 89.37% | 1.14% | 146 | 10.61% | 113 | 9.71% |
| 31 Mar, 20 | 285 | -9.24% | 36,458,171 | -1.59% | 88.64% | 1.15% | 132 | -1.49% | 103 | -14.17% |
| 31 Dec, 19 | 314 | 5.37% | 37,046,855 | -0.70% | 87.83% | 1.11% | 134 | 17.54% | 120 | - |
| 30 Sep, 19 | 298 | -3.56% | 37,308,263 | -1.84% | 88.91% | 1.11% | 114 | -17.39% | 120 | 10.09% |
| 30 Jun, 19 | 309 | 11.55% | 38,007,318 | -2.89% | 89.47% | 1.07% | 138 | 25.45% | 109 | 1.87% |
| 31 Mar, 19 | 277 | -1.42% | 39,138,103 | -1.34% | 91.39% | 1.12% | 110 | 2.80% | 107 | -1.83% |
| 31 Dec, 18 | 281 | 1.44% | 39,668,067 | -1.80% | 90.45% | 1.05% | 107 | -6.96% | 109 | 9.00% |
| 30 Sep, 18 | 277 | 2.59% | 40,397,064 | 0.25% | 92.97% | 1.11% | 115 | 9.52% | 100 | 1.01% |
| 30 Jun, 18 | 270 | -4.93% | 40,297,714 | -1.90% | 91.45% | 1.08% | 105 | -20.45% | 99 | -7.48% |
| 31 Mar, 18 | 284 | -4.05% | 41,078,303 | -2.62% | 91.82% | 1.04% | 132 | -5.04% | 107 | 0.94% |
| 31 Dec, 17 | 296 | 12.98% | 42,181,926 | -5.33% | 94.14% | 0.97% | 139 | 25.23% | 106 | 3.92% |
| 30 Sep, 17 | 262 | 0.77% | 44,555,964 | -0.30% | 98.32% | 1.04% | 111 | -9.02% | 102 | 10.87% |
| 30 Jun, 17 | 260 | 1.56% | 44,692,130 | -3.47% | 97.19% | 0.97% | 122 | 19.61% | 92 | -19.30% |
| 31 Mar, 17 | 256 | -10.49% | 46,297,260 | -3.64% | 99.99% | 0.93% | 102 | -26.09% | 114 | 2.70% |
| 31 Dec, 16 | 286 | 13.94% | 48,048,483 | -10.69% | 103.45% | 0.79% | 138 | 2.99% | 111 | 35.37% |
| 30 Sep, 16 | 251 | 9.13% | 53,799,587 | 2.39% | 114.45% | 0.94% | 134 | 31.37% | 82 | -18.81% |
| 30 Jun, 16 | 230 | 7.48% | 52,542,045 | -1.67% | 110.25% | 0.91% | 102 | -14.29% | 101 | 57.81% |
| 31 Mar, 16 | 214 | 2.88% | 53,433,575 | 2.54% | 110.06% | 0.98% | 119 | 41.67% | 64 | -32.63% |
| 31 Dec, 15 | 208 | 2.46% | 52,107,938 | -2.79% | 106.21% | 0.93% | 84 | -25.00% | 95 | 30.14% |
| 30 Sep, 15 | 203 | -0.98% | 53,605,989 | 5.20% | 107.04% | 1.11% | 112 | -3.45% | 73 | 10.61% |
| 30 Jun, 15 | 205 | 1.99% | 50,958,529 | 4.24% | 98.40% | 1.14% | 116 | 19.59% | 66 | -2.94% |
| 31 Mar, 15 | 201 | 6.35% | 48,883,510 | 0.07% | 92.86% | 1.16% | 97 | 8.99% | 68 | -10.53% |
| 31 Dec, 14 | 189 | 11.83% | 48,850,648 | -4.74% | 89.52% | 1.02% | 89 | 32.84% | 76 | 4.11% |
| 30 Sep, 14 | 169 | -1.74% | 51,278,709 | -0.60% | 93.72% | 1.06% | 67 | -9.46% | 73 | -3.95% |
| 30 Jun, 14 | 172 | -1.71% | 51,587,954 | 1.38% | 93.92% | 1.11% | 74 | -12.94% | 76 | 20.63% |
| 31 Mar, 14 | 175 | 2.94% | 50,885,999 | 5.86% | 92.17% | 1.21% | 85 | -6.59% | 63 | 3.28% |
| 31 Dec, 13 | 170 | 8.28% | 48,068,962 | -4.25% | 87.27% | 1.05% | 91 | 2.25% | 61 | 29.79% |
| 30 Sep, 13 | 157 | 1.29% | 50,204,367 | -0.68% | 91.35% | 1.14% | 89 | -26.45% | 47 | 104.35% |
| 30 Jun, 13 | 155 | 142.19% | 50,545,736 | 117.44% | 89.44% | 5.30% | 121 | 181.40% | 23 | 76.92% |
| 31 Mar, 13 | 64 | 16.36% | 23,246,307 | -4.81% | 41.07% | 2.57% | 43 | 26.47% | 13 | - |
| 31 Dec, 12 | 55 | 1.85% | 24,422,032 | 27.70% | 40.00% | 3.94% | 34 | 3.03% | 13 | -13.33% |
| 30 Sep, 12 | 54 | 10.20% | 19,125,245 | 4.44% | 31.84% | 3.59% | 33 | -2.94% | 15 | 25.00% |
| 30 Jun, 12 | 49 | 16.67% | 18,312,769 | 12.53% | 29.76% | 4.77% | 34 | 25.93% | 12 | 33.33% |
| 31 Mar, 12 | 42 | -10.64% | 16,274,307 | -8.77% | 24.99% | 4.10% | 27 | -25.00% | 9 | 28.57% |
| 31 Dec, 11 | 47 | 23.68% | 17,838,976 | 22.80% | 24.68% | 6.34% | 36 | 71.43% | 7 | -50.00% |
| 30 Sep, 11 | 38 | -5.00% | 14,527,411 | -55.47% | 19.72% | 1.00% | 21 | -38.24% | 14 | 250.00% |
| 30 Jun, 11 | 40 | 42.86% | 32,620,221 | 329.73% | 44.41% | 40.70% | 34 | 100.00% | 4 | -42.86% |
| 31 Mar, 11 | 28 | 21.74% | 7,590,939 | 30.75% | 10.45% | 16.37% | 17 | 30.77% | 7 | 16.67% |
| 31 Dec, 10 | 23 | - | 5,805,533 | -30.31% | 7.99% | 6.01% | 13 | - | 6 | 20.00% |
| 30 Sep, 10 | 23 | 9.52% | 8,330,866 | -6.49% | 11.53% | 7.50% | 13 | -38.10% | 5 | - |
| 30 Jun, 10 | 21 | 162.50% | 8,908,761 | 2641.96% | 12.40% | 6211.12% | 21 | 162.50% | - | - |
| 31 Mar, 10 | 8 | - | 324,905 | - | 0.45% | - | 8 | - | - | - |
Primerica Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Primerica's stock was made by Williams Glenn J. on Aug 12 2024, selling 3,000 shares at $252.55 per share (valued at $757.64K).
Primerica Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 17 | 2 | 850.00% |
| Q1 2024 | 29 | 40 | 72.50% |
| Q4 2023 | 9 | 6 | 150.00% |
| Q3 2023 | 8 | 3 | 266.67% |
| Q2 2023 | 18 | 9 | 200.00% |
| Q1 2023 | 35 | 62 | 56.45% |
| Q4 2022 | 9 | 3 | 300.00% |
| Q3 2022 | 7 | 3 | 233.33% |
| Q2 2022 | 19 | 4 | 475.00% |
| Q1 2022 | 29 | 30 | 96.67% |
| Q4 2021 | 9 | 3 | 300.00% |
| Q3 2021 | 9 | 3 | 300.00% |
| Q2 2021 | 20 | 10 | 200.00% |
| Q1 2021 | 29 | 31 | 93.55% |
| Q4 2020 | 8 | 3 | 266.67% |
| Q3 2020 | 8 | 4 | 200.00% |
| Q2 2020 | 18 | 4 | 450.00% |
| Q1 2020 | 33 | 39 | 84.62% |
| Q4 2019 | 12 | 9 | 133.33% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Primerica's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 2 | - |
| Q1 2024 | - | 7 | - |
| Q4 2023 | - | 2 | - |
| Q3 2023 | - | 3 | - |
| Q2 2023 | - | 5 | - |
| Q1 2023 | - | 13 | - |
| Q4 2022 | - | 3 | - |
| Q3 2022 | - | 3 | - |
| Q2 2022 | - | 3 | - |
| Q1 2022 | - | 2 | - |
| Q4 2021 | - | 3 | - |
| Q3 2021 | - | 3 | - |
| Q2 2021 | - | 7 | - |
| Q1 2021 | - | 3 | - |
| Q4 2020 | - | 3 | - |
| Q3 2020 | - | 4 | - |
| Q2 2020 | - | 4 | - |
| Q1 2020 | - | 3 | - |
| Q4 2019 | 1 | 5 | 20.00% |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Primerica's stocks.
PRI Ownership FAQ
Who Owns Primerica?
Primerica is owned by institutional shareholders (14.57%), insiders (0.64%), and public (84.79%). The largest institutional shareholder of Primerica is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (10.34% of total shares) and the top mutual fund owner is SCHRODER GLOBAL SERIES TRUST (1.70% of total shares).
Who are the major institutional shareholders of Primerica?
Primerica's major institutional shareholders are KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, VANGUARD GROUP INC, BLACKROCK INC., FMR LLC, and BRAVE WARRIOR ADVISORS, LLC. The top five shareholders own together 43.69% of the company's share outstanding.
How many Primerica shareholders are there?
As of Jun 2024, there are 204 institutional shareholders of Primerica.
What percentage of Primerica is owned by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC?
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC owns 3.61M shares of Primerica, representing 10.34% of the company's total shares outstanding, valued at $853.33M (as of Jun 2024).
What percentage of Primerica is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 3.56M shares of Primerica (PRI), compromising 10.20% of the company, valued at $841.98M.
What percentage of Primerica is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Primerica. The company owns 3.1M of the company's shares outstanding (worth $733.13M).