Primerica Ownership | Who Owns Primerica?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Primerica | 53.22% | 0.56% | 46.22% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Life Insurance Stocks | 38.04% | 11.38% | 50.58% |
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 | 3.29M | 10.14% | $849.18M |
| Blackrock funding, inc. /de | 2.95M | 9.23% | $762.89M |
| Blackrock | 3.10M | 8.88% | $733.13M |
| Fmr | 2.89M | 8.80% | $802.86M |
| Bamco inc /ny/ | 1.41M | 4.28% | $390.91M |
| Bank of montreal /can/ | 1.31M | 4.10% | $338.87M |
| Burgundy asset management | 1.32M | 4.03% | $356.87M |
| State street | 1.03M | 3.14% | $286.60M |
| Geode capital management | 793.39K | 2.48% | $205.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Philosmith capital | 118.20K | 8.40% | $30.54M |
| Quantum capital management, llc / nj | 232.94K | 7.09% | $64.66B |
| Brave warrior advisors | 752.99K | 4.85% | $209.02M |
| Academy capital management inc/tx | 132.31K | 4.54% | $34.18M |
| 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 |
| Qsv equity investors | 5.19K | 1.98% | $1.34M |
| Running oak capital | 58.16K | 1.88% | $15.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of montreal /can/ | 1.31M | 0.12% | 1.29M |
| Aqr capital management | 116.27K | 0.04% | 83.48K |
| First trust advisors lp | 492.08K | 0.10% | 54.16K |
| Two sigma investments, lp | 105.39K | 0.04% | 51.81K |
| Royal bank of canada | 83.36K | 0.00% | 42.28K |
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 |
| Vanguard group | 3.29M | 0.01% | -91.39K |
| Kayne anderson rudnick investment management | 3.40M | 2.30% | -82.99K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Campbell & co investment adviser | 31.99K | 0.40% | 31.99K | $8.27M |
| Norges bank | 30.29K | 0.00% | 30.29K | $7.82M |
| Callahan advisors | 18.30K | 0.39% | 18.30K | $4.73M |
| Dorsey wright & associates | 13.24K | 0.86% | 13.24K | $3.62M |
| Oxbow advisors | 12.27K | 0.28% | 12.27K | $3.17M |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 267 | -40.80% | 12,182,828 | -60.51% | 36 | 0.43% | 122 | -44.80% | 77 | -46.15% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Baron Small Cap Growth Strategy | 1.24M | 3.77% | - |
| iShares Core S&P Mid-Cap ETF | 1.03M | 3.24% | -60.49K |
| Vanguard US Total Market Shares ETF | 1.07M | 3.23% | -18.71K |
| Vanguard Total Stock Mkt Idx Inv | 999.75K | 3.14% | 1.97K |
| Baron Growth Strategy | 840.00K | 2.64% | -250.00K |
| Baron Growth Retail | 840.00K | 2.64% | -250.00K |
| Vanguard Small Cap Index | 722.96K | 2.27% | -1.30K |
| Virtus KAR Small-Cap Core I | 494.29K | 1.55% | -18.00 |
| Vanguard Small Cap Value Index Inv | 464.17K | 1.46% | -3.52K |
| Fidelity Low-Priced Stock | 408.28K | 1.28% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Nov 17, 2025 | Schneider Peter W. | President | Sell | $510.60K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 3 |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 3 |
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