Primerica Ownership | Who Owns Primerica?

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Primerica Ownership Summary

Primerica is owned by 68.89% institutional investors, 0.58% insiders, and 30.53% 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 3.77% of its assets in Primerica shares.

PRI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Primerica	68.89%	0.58%	30.53%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Life Insurance Stocks	44.08%	11.88%	44.04%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Kayne anderson rudnick investment management	3.40M	10.34%	$943.70M
Vanguard group	3.38M	10.28%	$937.75M
Blackrock funding, inc. /de	3.00M	9.12%	$831.97M
Blackrock	3.10M	8.88%	$733.13M
Fmr	2.89M	8.80%	$802.86M
Bamco inc /ny/	1.41M	4.28%	$390.91M
Burgundy asset management	1.32M	4.03%	$356.87M
State street	1.03M	3.14%	$286.60M
Geode capital management	756.38K	2.30%	$209.99M
Brave warrior advisors	752.99K	2.29%	$209.02M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Philosmith capital	118.20K	9.12%	$32.81M
Quantum capital management, llc / nj	232.94K	7.09%	$64.66B
Academy capital management inc/tx	135.70K	5.30%	$37.14M
Brave warrior advisors	752.99K	4.85%	$209.02M
Burgundy asset management	1.32M	3.37%	$356.87M
Sovereign's capital management	18.11K	2.73%	$5.03M
Prospector partners	69.67K	2.31%	$19.34M
Kayne anderson rudnick investment management	3.40M	2.30%	$943.70M
Lyrical asset management lp	565.16K	2.21%	$156.88M
Qsv equity investors	7.43K	2.11%	$2.06M

Top Buyers

Holder	Shares	% Assets	Change
Nordea investment management ab	184.44K	0.04%	184.44K
Fiduciary management inc /wi/	640.26K	1.80%	151.17K
Aqr capital management	116.27K	0.04%	83.48K
Alps advisors	73.94K	0.11%	73.94K
First trust advisors lp	492.08K	0.10%	54.16K

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	240.21K	0.03%	-383.05K
Bamco inc /ny/	1.41M	1.04%	-180.63K
Blackrock	3.10M	0.02%	-145.74K
Kayne anderson rudnick investment management	3.40M	2.30%	-82.99K
Vanguard group	3.38M	0.01%	-82.88K

New Positions

Holder	Shares	% Assets	Change	Value
Nordea investment management ab	184.44K	0.04%	184.44K	$51.00M
Alps advisors	73.94K	0.11%	73.94K	$20.52M
Dorsey wright & associates	13.24K	0.86%	13.24K	$3.62M
Danske bank	8.23K	0.12%	8.23K	$2.28M
Ellsworth advisors	7.71K	0.44%	7.71K	$2.06M

Sold Out

Holder	Change
Tfc financial management	-1.00
Financial gravity asset management	-1.00
Stephens consulting	-1.00
Excel securities & associates	-1.00
Southstate	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	359	-29.61%	22,642,626	-23.58%	68	0.85%	159	-34.84%	128	-26.44%
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%

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	3.30%	-
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	494.31K	1.53%	18.00
Fidelity Low-Priced Stock	410.54K	1.27%	-1.10K
Vanguard Institutional Extnd Mkt Idx Tr	353.08K	1.09%	-153.15K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 03, 2025	Babbit Joel M.	-	Sell	$178.50K
Nov 17, 2025	Schneider Peter W.	President	Sell	$510.60K
Nov 12, 2025	Williams Glenn J.	Chief Executive Officer	Sell	$649.12K
Aug 18, 2025	Schneider Peter W.	President	Sell	$522.33K
Aug 12, 2025	Williams Glenn J.	Chief Executive Officer	Sell	$655.51K

Insider Transactions Trends

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

PRI Ownership FAQ

Who Owns Primerica?

Primerica shareholders are primarily institutional investors at 68.89%, followed by 0.58% insiders and 30.53% retail investors. The average institutional ownership in Primerica's industry, Life Insurance Stocks , is 44.08%, which Primerica exceeds.

Who owns the most shares of Primerica?

Primerica’s largest shareholders are Kayne anderson rudnick investment management (3.4M shares, 10.34%), Vanguard group (3.38M shares, 10.28%), and Blackrock funding, inc. /de (3M shares, 9.12%). Together, they hold 29.74% 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 9.12% of its assets in 118.2K Primerica shares, valued at 32.81M$.

Who is the top mutual fund holder of Primerica shares?

Baron Growth Retail is the top mutual fund holder of Primerica shares, with 3.77% of its total shares outstanding invested in 1.24M Primerica shares.

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