Primerica Ownership | Who Owns Primerica?


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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


TypeName% Inst% Insiders% Retail
StockPrimerica92.35%0.58%7.07%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryLife Insurance Stocks 64.02%10.71%25.28%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Kayne anderson rudnick investment management3.48M10.60%$953.08M
Vanguard group3.46M10.21%$937.93M
Blackrock funding, inc. /de3.06M9.31%$837.63M
Blackrock3.10M8.88%$733.13M
Fmr3.00M8.87%$814.18M
Bamco inc /ny/1.59M4.83%$434.83M
Burgundy asset management1.33M4.06%$364.93M
State street1.08M3.11%$256.43M
Brave warrior advisors823.99K2.51%$225.50M
Geode capital management779.76K2.30%$211.69M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Philosmith capital118.20K9.09%$32.08M
Quantum capital management, llc / nj233.96K6.92%$64.03M
Academy capital management inc/tx135.70K5.30%$37.14M
Brave warrior advisors823.99K5.17%$225.50M
Burgundy asset management1.33M3.55%$364.93M
Sovereign's capital management18.20K2.67%$4.98M
Lyrical asset management lp587.57K2.36%$159.48M
Prospector partners72.98K2.28%$19.97M
Kayne anderson rudnick investment management3.48M2.27%$953.08M
Qsv equity investors7.54K2.15%$2.06M

Top Buyers

HolderShares% AssetsChange
Copeland capital management100.21K0.56%100.21K
Aqr capital management116.27K0.04%83.48K
Geode capital management779.76K0.02%82.92K
Cubist systematic strategies57.50K0.10%55.30K
California public employees retirement system111.72K0.02%41.61K

Top Sellers

HolderShares% AssetsChange
Millennium management240.21K0.03%-383.05K
Invesco138.30K0.01%-280.95K
Blackrock3.10M0.02%-145.74K
Price t rowe associates inc /md/140.62K0.00%-96.41K
Kayne anderson rudnick investment management3.48M2.27%-80.75K

New Positions

HolderShares% AssetsChangeValue
Copeland capital management100.21K0.56%100.21K$27.43M
Dorsey wright & associates13.24K0.86%13.24K$3.62M
Connor, clark & lunn investment management10.78K0.01%10.78K$2.95M
Td asset management8.77K0.00%8.77K$2.38M
Worldquant millennium advisors8.37K0.01%8.37K$2.29M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 20244447.77%30,757,496-2.97%901.10%21810.66%140-4.11%
Jun 30, 20244081.24%31,685,4651.13%901.20%1939.66%1462.82%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Baron Growth Retail1.24M3.77%-
Baron Small Cap Growth Strategy1.24M3.77%-
iShares Core S&P Mid-Cap ETF1.07M3.31%-1.93K
Vanguard US Total Market Shares ETF1.07M3.23%-18.71K
Vanguard Total Stock Mkt Idx Inv1.04M3.20%-22.03K
Vanguard Small Cap Index803.29K2.48%-5.36K
Vanguard Small Cap Value Index Inv517.25K1.60%1.33K
Virtus KAR Small-Cap Core I494.29K1.50%-
Fidelity Low-Priced Stock411.64K1.25%-757.00
Vanguard Institutional Extnd Mkt Idx Tr353.08K1.09%-153.15K

Recent Insider Transactions


DateNameRoleActivityValue
Aug 18, 2025Schneider Peter W. PresidentSell$522.33K
Aug 12, 2025Williams Glenn J. Chief Executive OfficerSell$655.51K
Jun 13, 2025Williams Glenn J. Chief Executive OfficerSell$647.59K
May 21, 2025Dheer Sanjeev-Sell$354.91K
May 19, 2025Schneider Peter W. PresidentSell$560.74K

Insider Transactions Trends


DateBuySell
2025 Q3-2
2025 Q2-3
2025 Q1-3
2024 Q4-2
2024 Q3-4

PRI Ownership FAQ


Who Owns Primerica?

Primerica shareholders are primarily institutional investors at 92.35%, followed by 0.58% insiders and 7.07% retail investors. The average institutional ownership in Primerica's industry, Life Insurance Stocks , is 64.02%, which Primerica exceeds.

Who owns the most shares of Primerica?

Primerica’s largest shareholders are Kayne anderson rudnick investment management (3.48M shares, 10.60%), Vanguard group (3.46M shares, 10.21%), and Blackrock funding, inc. /de (3.06M shares, 9.31%). Together, they hold 30.12% 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 9.09% of its assets in 118.2K Primerica shares, valued at 32.08M$.

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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