PRI — PRIMERICA INC
As of Q2 2026, 38 SEC-registered investment managers reported holding PRI (PRIMERICA INC) in their latest 13F filings, with a combined reported value of $3.14B across 11.24M shares. That is +2.3% by share count (+249.96K shares) versus the previous quarter, while reported value moved +15.6%. Ownership is concentrated: the five largest holders account for 70.5% of reported value and the top ten for 84.1%.
Compared with the prior quarter, 3 opened new positions, 15 added to existing stakes, 17 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PRI is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 3.29M | $849.18M | 0.01% | Reduce |
| BlackRock Inc history | Q2 2026 | 2.98M | $848.16M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 2.82M | $802.18M | 0.04% | Hold |
| Geode Capital Management history | Q2 2026 | 905.87K | $257.49M | 0.01% | Add |
| Baron Funds history | Q2 2026 | 671.45K | $190.83M | 0.46% | Reduce |
| AQR Capital Management history | Q2 2026 | 399.55K | $113.55M | 0.04% | Add |
| Cantillon Capital Management history | Q4 2021 | 727.29K | $111.47M | 0.74% | Reduce |
| Invesco Ltd history | Q2 2026 | 350.60K | $99.64M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 320.72K | $91.15M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 292.73K | $83.19M | 0.01% | Hold |
| BNY Mellon history | Q2 2026 | 278.13K | $79.04M | 0.01% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 261.57K | $74.34M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 253.86K | $72.15M | 0.00% | Add |
| Arrowstreet Capital history | Q2 2026 | 244.04K | $69.36M | 0.03% | Add |
| Fidelity International (FIL) history | Q2 2026 | 188.23K | $53.50M | 0.04% | Add |
| Goldman Sachs Group history | Q2 2026 | 170.98K | $48.59M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 111.94K | $31.81M | 0.01% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 106.97K | $31.12M | 0.00% | New |
| Bank of America Corp history | Q2 2026 | 94.19K | $26.77M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 86.74K | $24.65M | 0.03% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 106.97K sh · $31.12M
- Point72 Asset Management 10.21K sh · $2.90M
- Marshall Wace 1.08K sh · $306.94K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 14.03K sh · $3.52M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.06M | 3.13M | 3.10M | 3.06M | 3.00M | 2.95M | 2.99M | 2.98M |
| Fidelity Management & Research (FMR) | 2.94M | 3.24M | 3.55M | 3.50M | 3.37M | 3.32M | 3.25M | 3.28M | 3.22M | 3.00M | 3.13M | 3.08M | 3.03M | 3.00M | 2.95M | 2.88M | 2.89M | 2.86M | 2.83M | 2.82M |
| Geode Capital Management | 628.04K | 683.82K | 511.61K | 495.29K | 483.96K | 500.99K | 517.55K | 594.06K | 605.16K | 610.96K | 645.12K | 670.89K | 696.84K | 779.76K | 820.28K | 742.91K | 756.38K | 793.39K | 870.27K | 905.87K |
| Baron Funds | 2.09M | 2.09M | 2.06M | 2.03M | 1.98M | 1.95M | 1.95M | 1.95M | 1.93M | 1.91M | 1.90M | 1.84M | 1.71M | 1.66M | 1.60M | 1.59M | 1.41M | 1.13M | 860.03K | 671.45K |
| AQR Capital Management | 8.77K | 7.05K | 12.76K | 15.71K | 13.27K | 9.94K | 7.38K | 13.71K | 22.12K | 26.44K | 26.93K | 27.97K | 32.79K | 116.27K | 315.99K | 277.02K | 347.53K | 221.87K | 264.77K | 399.55K |
| Invesco Ltd | 227.28K | 200.43K | 215.86K | 229.96K | 218.05K | 280.73K | 214.95K | 213.41K | 449.46K | 351.25K | 316.94K | 589.35K | 419.25K | 138.30K | 152.06K | 135.35K | 119.12K | 357.70K | 357.62K | 350.60K |
| Charles Schwab Investment Management | 318.32K | 326.54K | 339.01K | 330.48K | 332.14K | 338.56K | 336.50K | 329.27K | 332.34K | 332.30K | 339.30K | 334.89K | 332.52K | 327.62K | 321.75K | 319.79K | 321.06K | 316.85K | 326.52K | 320.72K |
| Northern Trust Corp | 316.98K | 318.76K | 308.54K | 295.79K | 287.84K | 286.47K | 289.98K | 283.82K | 276.67K | 285.51K | 251.29K | 280.37K | 300.11K | 347.04K | 337.92K | 318.71K | 307.06K | 286.46K | 292.29K | 292.73K |
| BNY Mellon | 488.43K | 480.70K | 472.86K | 464.69K | 450.07K | 437.56K | 443.29K | 431.57K | 412.70K | 397.41K | 373.02K | 372.61K | 340.53K | 320.73K | 315.63K | 318.65K | 315.91K | 311.75K | 314.13K | 278.13K |
| Wells Fargo & Co | 571.32K | 544.03K | 590.45K | 563.89K | 545.80K | 533.44K | 495.24K | 486.67K | 425.71K | 420.21K | 400.92K | 388.86K | 376.17K | 349.71K | 339.41K | 324.85K | 310.84K | 297.91K | 280.13K | 261.57K |
| Morgan Stanley | 50.21K | 49.59K | 39.21K | 122.79K | 143.13K | 179.36K | 169.62K | 205.14K | 208.66K | 208.23K | 222.10K | 216.64K | 178.95K | 203.50K | 188.27K | 180.19K | 184.52K | 223.84K | 214.70K | 253.86K |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 31.46K | 54.41K | 244.04K |
| Fidelity International (FIL) | 385.50K | 385.50K | 385.50K | 310.50K | 299.55K | 199.55K | — | — | — | — | — | 42.95K | 70.80K | 131.37K | 160.85K | 188.57K | 202.13K | 202.13K | 182.41K | 188.23K |
| Goldman Sachs Group | 437.05K | 382.60K | 318.06K | 168.20K | 152.29K | 138.66K | 94.93K | 100.63K | 107.25K | 112.57K | 97.78K | 102.25K | 99.94K | 101.54K | 129.67K | 151.22K | 132.36K | 124.93K | 142.58K | 170.98K |
| Millennium Management | 14.88K | 6.13K | 362.68K | 452.73K | 443.66K | 272.03K | 36.02K | 10.40K | 20.07K | 22.70K | 2.21K | 680.96K | 623.26K | 240.21K | 111.36K | 211.06K | 74.90K | 212.20K | 172.80K | 111.94K |
| JPMorgan Chase & Co | 79.82K | 84.14K | 66.96K | 76.40K | 71.48K | 70.08K | 28.27K | 92.17K | 86.65K | 99.80K | 108.20K | 118.35K | 105.31K | 117.31K | 108.03K | 136.31K | 132.66K | 107.94K | — | 106.97K |
| Bank of America Corp | 77.44K | 76.38K | 84.68K | 94.73K | 74.16K | 58.60K | 55.27K | 22.41K | 23.64K | 23.10K | 40.90K | 29.45K | 36.51K | 35.79K | 83.13K | 59.51K | 66.05K | 50.79K | 45.01K | 94.19K |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | — | 5.70K | 60.00K | 90.50K | 63.00K | 37.30K | 32.80K | — | 52.82K | 86.74K |
| UBS Group AG | 34.48K | 37.97K | 17.01K | 15.30K | 4.93K | 5.61K | 8.97K | 10.08K | 10.66K | 12.19K | 14.76K | 16.57K | 28.33K | 67.74K | 94.52K | 67.07K | 93.03K | 131.66K | 74.33K | 76.22K |
| Principal Global Investors | 146.89K | 144.96K | 149.20K | 151.69K | 198.79K | 258.18K | 250.53K | 241.73K | 212.46K | 207.97K | 218.32K | 114.60K | 78.42K | 76.50K | 76.78K | 74.51K | 71.96K | 68.69K | 71.24K | 70.81K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details