Primerica Ownership | Who Owns Primerica?


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Primerica Ownership Summary


Primerica is owned by 53.22% institutional investors, 0.56% insiders, and 46.22% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 10.34% 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


TypeName% Inst% Insiders% Retail
StockPrimerica53.22%0.56%46.22%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryLife Insurance Stocks 38.04%11.38%50.58%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Kayne anderson rudnick investment management3.40M10.34%$943.70M
Vanguard group3.29M10.14%$849.18M
Blackrock funding, inc. /de2.95M9.23%$762.89M
Blackrock3.10M8.88%$733.13M
Fmr2.89M8.80%$802.86M
Bamco inc /ny/1.41M4.28%$390.91M
Bank of montreal /can/1.31M4.10%$338.87M
Burgundy asset management1.32M4.03%$356.87M
State street1.03M3.14%$286.60M
Geode capital management793.39K2.48%$205.01M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Philosmith capital118.20K8.40%$30.54M
Quantum capital management, llc / nj232.94K7.09%$64.66B
Brave warrior advisors752.99K4.85%$209.02M
Academy capital management inc/tx132.31K4.54%$34.18M
Burgundy asset management1.32M3.37%$356.87M
Sovereign's capital management18.11K2.73%$5.03M
Prospector partners69.67K2.31%$19.34M
Kayne anderson rudnick investment management3.40M2.30%$943.70M
Qsv equity investors5.19K1.98%$1.34M
Running oak capital58.16K1.88%$15.03M

Top Buyers

HolderShares% AssetsChange
Bank of montreal /can/1.31M0.12%1.29M
Aqr capital management116.27K0.04%83.48K
First trust advisors lp492.08K0.10%54.16K
Two sigma investments, lp105.39K0.04%51.81K
Royal bank of canada83.36K0.00%42.28K

Top Sellers

HolderShares% AssetsChange
Millennium management240.21K0.03%-383.05K
Bamco inc /ny/1.41M1.04%-180.63K
Blackrock3.10M0.02%-145.74K
Vanguard group3.29M0.01%-91.39K
Kayne anderson rudnick investment management3.40M2.30%-82.99K

New Positions

HolderShares% AssetsChangeValue
Campbell & co investment adviser31.99K0.40%31.99K$8.27M
Norges bank30.29K0.00%30.29K$7.82M
Callahan advisors18.30K0.39%18.30K$4.73M
Dorsey wright & associates13.24K0.86%13.24K$3.62M
Oxbow advisors12.27K0.28%12.27K$3.17M

Sold Out

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

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025372-26.19%17,245,935-42.51%530.64%147-36.09%157-14.21%
Sep 30, 2025359-29.61%22,642,626-23.58%680.85%159-34.84%128-26.44%
Jun 30, 20255150.39%30,356,146-2.18%921.06%245-3.16%1785.95%
Mar 31, 20255073.47%31,004,4301.84%931.13%2480.81%16712.84%
Dec 31, 2024267-40.80%12,182,828-60.51%360.43%122-44.80%77-46.15%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Baron Small Cap Growth Strategy1.24M3.77%-
iShares Core S&P Mid-Cap ETF1.03M3.24%-60.49K
Vanguard US Total Market Shares ETF1.07M3.23%-18.71K
Vanguard Total Stock Mkt Idx Inv999.75K3.14%1.97K
Baron Growth Strategy840.00K2.64%-250.00K
Baron Growth Retail840.00K2.64%-250.00K
Vanguard Small Cap Index722.96K2.27%-1.30K
Virtus KAR Small-Cap Core I494.29K1.55%-18.00
Vanguard Small Cap Value Index Inv464.17K1.46%-3.52K
Fidelity Low-Priced Stock408.28K1.28%-

Recent Insider Transactions


DateNameRoleActivityValue
Mar 10, 2026Schneider Peter W. PresidentSell$454.28K
Mar 02, 2026Jendusa Nicholas Adam Principal Accounting OfficerSell$48.55K
Feb 17, 2026Williams Glenn J. Chief Executive OfficerSell$641.03K
Dec 03, 2025Babbit Joel M.-Sell$178.50K
Nov 17, 2025Schneider Peter W. PresidentSell$510.60K

Insider Transactions Trends


DateBuySell
2026 Q1-3
2025 Q4-3
2025 Q3-2
2025 Q2-3
2025 Q1-3

PRI Ownership FAQ


Who Owns Primerica?

Primerica shareholders are primarily institutional investors at 53.22%, followed by 0.56% insiders and 46.22% retail investors. The average institutional ownership in Primerica's industry, Life Insurance Stocks , is 38.04%, 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 (3.29M shares, 10.14%), and Blackrock funding, inc. /de (2.95M shares, 9.23%). Together, they hold 29.72% 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 8.40% of its assets in 118.2K Primerica shares, valued at 30.54M$.

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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