Primerica Ownership | Who Owns Primerica?

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Primerica Ownership Summary

Primerica is owned by 26.07% institutional investors, 0.55% insiders, and 73.38% retail investors. Vanguard group is the largest institutional shareholder, holding 10.14% of PRI shares. Baron Small Cap Growth Strategy is the top mutual fund, with 3.77% of its assets in Primerica shares.

PRI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Primerica	26.07%	0.55%	73.38%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Life Insurance Stocks	41.85%	11.09%	47.06%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	3.29M	10.14%	$849.18M
Kayne anderson rudnick investment management	3.07M	9.41%	$769.37M
Blackrock funding, inc. /de	2.99M	9.18%	$750.09M
Blackrock	3.10M	8.88%	$733.13M
Fmr	2.83M	8.66%	$708.16M
Burgundy asset management	1.32M	4.03%	$356.87M
Bank of montreal /can/	1.26M	3.85%	$314.95M
State street	1.00M	3.07%	$251.33M
Brave warrior advisors	879.32K	2.69%	$220.25M
Geode capital management	870.27K	2.67%	$218.02M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Philosmith capital	118.20K	8.44%	$29.61M
Quantum capital management, llc / nj	250.90K	8.04%	$62.85M
Brave warrior advisors	879.32K	5.45%	$220.25M
Academy capital management inc/tx	129.89K	4.65%	$32.53M
Burgundy asset management	1.32M	3.37%	$356.87M
Sovereign's capital management	16.40K	3.02%	$4.11M
Gator capital management	56.58K	2.90%	$14.17M
Capricorn fund managers	68.04K	2.66%	$17.04M
Prospector partners	69.67K	2.31%	$19.34M
Kayne anderson rudnick investment management	3.07M	2.26%	$769.37M

Top Buyers

Holder	Shares	% Assets	Change
Vanguard fiduciary trust	198.20K	0.01%	198.20K
Brave warrior advisors	879.32K	5.45%	99.20K
Proshare advisors	99.16K	0.04%	97.88K
Fiduciary management inc /wi/	692.02K	2.15%	80.74K
Geode capital management	870.27K	0.01%	76.88K

Top Sellers

Holder	Shares	% Assets	Change
Bamco inc /ny/	860.03K	0.65%	-272.52K
Westfield capital management co lp	-	-	-234.60K
Qube research	35.78K	0.01%	-155.76K
Blackrock	3.10M	0.02%	-145.74K
Kayne anderson rudnick investment management	3.07M	2.26%	-94.02K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	198.20K	0.01%	198.20K	$49.64M
Capricorn fund managers	68.04K	2.66%	68.04K	$17.04M
Mackenzie financial	50.83K	0.02%	50.83K	$12.73M
Norges bank	30.29K	0.00%	30.29K	$7.82M
Vanguard asset management	29.06K	0.01%	29.06K	$7.28M

Sold Out

Holder	Change
Optiver b.v.	-1.00
Excel securities & associates	-1.00
Stephens consulting	-1.00
Financial gravity asset management	-1.00
Quaker wealth management	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	300	-41.75%	8,506,001	-71.59%	26	0.31%	136	-37.90%	91	-56.46%
Dec 31, 2025	372	-26.19%	17,245,935	-42.51%	53	0.64%	147	-36.09%	157	-14.21%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Baron Small Cap Growth Strategy	1.24M	3.77%	-
iShares Core S&P Mid-Cap ETF	1.08M	3.46%	-544.00
Vanguard Total Stock Mkt Idx Inv	1.02M	3.26%	2.35K
Vanguard US Total Market Shares ETF	1.07M	3.23%	-18.71K
Vanguard Small Cap Index	735.34K	2.36%	-1.41K
Baron Growth Retail	576.00K	1.83%	-264.00K
Baron Growth Strategy	576.00K	1.83%	-264.00K
Vanguard Small Cap Value Index Inv	472.32K	1.51%	3.40K
Fidelity Low-Priced Stock	467.45K	1.49%	59.17K
Virtus KAR Small-Cap Core I	441.29K	1.39%	-53.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 18, 2026	Schneider Peter W.	President	Sell	$503.35K
Mar 10, 2026	Schneider Peter W.	President	Sell	$454.28K
Mar 02, 2026	Jendusa Nicholas Adam	Principal Accounting Officer	Sell	$48.55K
Feb 17, 2026	Williams Glenn J.	Chief Executive Officer	Sell	$641.03K
Dec 03, 2025	Babbit Joel M.	-	Sell	$178.50K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	1
2026 Q1	-	3
2025 Q4	-	3
2025 Q3	-	2
2025 Q2	-	3

PRI Ownership FAQ

Who Owns Primerica?

Primerica shareholders are primarily institutional investors at 26.07%, followed by 0.55% insiders and 73.38% retail investors. The average institutional ownership in Primerica's industry, Life Insurance Stocks , is 41.85%, which Primerica falls below.

Who owns the most shares of Primerica?

Primerica’s largest shareholders are Vanguard group (3.29M shares, 10.14%), Kayne anderson rudnick investment management (3.07M shares, 9.41%), and Blackrock funding, inc. /de (2.99M shares, 9.18%). Together, they hold 28.73% 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 8.44% of its assets in 118.2K Primerica shares, valued at 29.61M$.

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 3.77% of its total shares outstanding invested in 1.24M Primerica shares.

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