Primerica Ownership | Who Owns Primerica?
Primerica Ownership Summary
Primerica is owned by 92.98% institutional investors, 0.56% insiders, and 6.46% 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 | 92.98% | 0.56% | 6.46% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Life Insurance Stocks | 64.80% | 12.08% | 23.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 3.29M | 10.14% | $849.18M |
| Blackrock funding, inc. /de | 2.98M | 9.42% | $848.16M |
| Fmr | 2.82M | 8.91% | $802.18M |
| Blackrock | 3.10M | 8.88% | $733.13M |
| Kayne anderson rudnick investment management | 2.77M | 8.74% | $786.81M |
| Vanguard capital management | 1.41M | 4.47% | $402.14M |
| Burgundy asset management | 1.32M | 4.03% | $356.87M |
| State street | 1.04M | 3.29% | $295.93M |
| Geode capital management | 905.87K | 2.86% | $257.49M |
| Brave warrior advisors | 865.86K | 2.73% | $246.08M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Philosmith capital | 117.60K | 9.08% | $33.42M |
| Quantum capital management, llc / nj | 214.89K | 7.66% | $61.07M |
| Brave warrior advisors | 865.86K | 5.36% | $246.08M |
| Academy capital management inc/tx | 129.76K | 4.88% | $36.88M |
| Burgundy asset management | 1.32M | 3.37% | $356.87M |
| Sovereign's capital management | 16.21K | 3.08% | $4.61M |
| Gator capital management | 47.04K | 2.81% | $13.37M |
| Kayne anderson rudnick investment management | 2.77M | 2.44% | $786.81M |
| Prospector partners | 69.67K | 2.31% | $19.34M |
| Fiduciary management inc /wi/ | 534.23K | 2.16% | $151.83M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 320.72K | 0.01% | 320.72K |
| Arrowstreet capital, limited partnership | 244.04K | 0.03% | 189.63K |
| Aqr capital management | 399.55K | 0.04% | 134.78K |
| Qube research | 162.28K | 0.04% | 126.50K |
| Hrt financial lp | 66.01K | 0.03% | 66.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of montreal /can/ | 750.25K | 0.07% | -507.15K |
| Kayne anderson rudnick investment management | 2.77M | 2.44% | -303.08K |
| Westfield capital management co lp | - | - | -234.60K |
| Bamco inc /ny/ | 671.45K | 0.29% | -188.57K |
| Fiduciary management inc /wi/ | 534.23K | 2.16% | -157.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 320.72K | 0.01% | 320.72K | $91.15M |
| Norges bank | 18.56K | 0.00% | 18.56K | $5.27M |
| Dorsey wright & associates | 13.24K | 0.86% | 13.24K | $3.62M |
| Blueshift asset management | 6.30K | 0.41% | 6.30K | $1.79M |
| Y-intercept (hong kong) | 4.59K | 0.03% | 4.59K | $1.31M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 524 | 2.54% | 29,457,307 | -0.85% | 92 | 1.12% | 251 | -0.79% | 180 | 9.76% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Baron Small Cap Growth Strategy | 1.24M | 3.77% | - |
| iShares Core S&P Mid-Cap ETF | 1.07M | 3.48% | 33.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.00M | 3.25% | 3.01K |
| Vanguard US Total Market Shares ETF | 1.07M | 3.23% | -18.71K |
| Vanguard Morn Total Stk Mkt Idx Investor | 997.14K | 3.20% | -18.86K |
| Vanguard Total Stock Mkt Idx Inv | 997.14K | 3.20% | -18.86K |
| Vanguard Small Cap Index | 721.48K | 2.34% | 1.38K |
| Baron Growth Retail | 576.00K | 1.83% | -264.00K |
| Baron Growth Strategy | 576.00K | 1.83% | -264.00K |
| Fidelity Low-Priced Stock | 464.78K | 1.49% | -624.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 17, 2026 | Schneider Peter W. | President | Sell | $562.77K |
| Aug 11, 2026 | Cottle Amber Lynne | - | Sell | $87.50K |
| Aug 10, 2026 | Williams Glenn J. | Chief Executive Officer | Sell | $480.30K |
| Jun 12, 2026 | Williams Glenn J. | Chief Executive Officer | Sell | $420.74K |
| May 18, 2026 | Schneider Peter W. | President | Sell | $503.35K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 3 |
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | 3 |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 2 |
PRI Ownership FAQ
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