Primerica Ownership | Who Owns Primerica?
Primerica Ownership Summary
Primerica is owned by 92.35% institutional investors, 0.58% insiders, and 7.07% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 10.60% of PRI shares. Baron Growth Retail is the top mutual fund, with 3.77% of its assets in Primerica shares.
PRI Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Primerica | 92.35% | 0.58% | 7.07% |
Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
Industry | Life Insurance Stocks | 64.02% | 10.71% | 25.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Kayne anderson rudnick investment management | 3.48M | 10.60% | $953.08M |
Vanguard group | 3.46M | 10.21% | $937.93M |
Blackrock funding, inc. /de | 3.06M | 9.31% | $837.63M |
Blackrock | 3.10M | 8.88% | $733.13M |
Fmr | 3.00M | 8.87% | $814.18M |
Bamco inc /ny/ | 1.59M | 4.83% | $434.83M |
Burgundy asset management | 1.33M | 4.06% | $364.93M |
State street | 1.08M | 3.11% | $256.43M |
Brave warrior advisors | 823.99K | 2.51% | $225.50M |
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 | 233.96K | 6.92% | $64.03M |
Academy capital management inc/tx | 135.70K | 5.30% | $37.14M |
Brave warrior advisors | 823.99K | 5.17% | $225.50M |
Burgundy asset management | 1.33M | 3.55% | $364.93M |
Sovereign's capital management | 18.20K | 2.67% | $4.98M |
Lyrical asset management lp | 587.57K | 2.36% | $159.48M |
Prospector partners | 72.98K | 2.28% | $19.97M |
Kayne anderson rudnick investment management | 3.48M | 2.27% | $953.08M |
Qsv equity investors | 7.54K | 2.15% | $2.06M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Copeland capital management | 100.21K | 0.56% | 100.21K |
Aqr capital management | 116.27K | 0.04% | 83.48K |
Geode capital management | 779.76K | 0.02% | 82.92K |
Cubist systematic strategies | 57.50K | 0.10% | 55.30K |
California public employees retirement system | 111.72K | 0.02% | 41.61K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
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 |
Kayne anderson rudnick investment management | 3.48M | 2.27% | -80.75K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Copeland capital management | 100.21K | 0.56% | 100.21K | $27.43M |
Dorsey wright & associates | 13.24K | 0.86% | 13.24K | $3.62M |
Connor, clark & lunn investment management | 10.78K | 0.01% | 10.78K | $2.95M |
Td asset management | 8.77K | 0.00% | 8.77K | $2.38M |
Worldquant millennium advisors | 8.37K | 0.01% | 8.37K | $2.29M |
Sold Out
Holder | Change |
---|---|
Excel securities & associates | -1.00 |
Tfc financial management | -1.00 |
Financial gravity asset management | -1.00 |
Rothschild investment | -1.00 |
Tfo-tdc | -2.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2025 | 515 | 0.39% | 30,356,146 | -2.18% | 92 | 1.06% | 245 | -3.16% | 178 | 5.95% |
Mar 31, 2025 | 507 | 3.47% | 31,004,430 | 1.84% | 93 | 1.13% | 248 | 0.81% | 167 | 12.84% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Baron Growth Retail | 1.24M | 3.77% | - |
Baron Small Cap Growth Strategy | 1.24M | 3.77% | - |
iShares Core S&P Mid-Cap ETF | 1.07M | 3.31% | -1.93K |
Vanguard US Total Market Shares ETF | 1.07M | 3.23% | -18.71K |
Vanguard Total Stock Mkt Idx Inv | 1.04M | 3.20% | -22.03K |
Vanguard Small Cap Index | 803.29K | 2.48% | -5.36K |
Vanguard Small Cap Value Index Inv | 517.25K | 1.60% | 1.33K |
Virtus KAR Small-Cap Core I | 494.29K | 1.50% | - |
Fidelity Low-Priced Stock | 411.64K | 1.25% | -757.00 |
Vanguard Institutional Extnd Mkt Idx Tr | 353.08K | 1.09% | -153.15K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 18, 2025 | Schneider Peter W. | President | Sell | $522.33K |
Aug 12, 2025 | Williams Glenn J. | Chief Executive Officer | Sell | $655.51K |
Jun 13, 2025 | Williams Glenn J. | Chief Executive Officer | Sell | $647.59K |
May 21, 2025 | Dheer Sanjeev | - | Sell | $354.91K |
May 19, 2025 | Schneider Peter W. | President | Sell | $560.74K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | - | 2 |
2025 Q2 | - | 3 |
2025 Q1 | - | 3 |
2024 Q4 | - | 2 |
2024 Q3 | - | 4 |
PRI Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools