Market Data · 13F holdings

Primerica Inc

Institutional managers reporting a position on Form 13F-HR, as of Mar 31, 2026

PRI
Reported holdings
508
504 filings · −2.5% QoQ
Combined value
$7.27B
as of Mar 31, 2026
Quarter change
−4.7%
from $7.63B on Dec 31, 2025
Top-10 concentration
≥ 58.7%
of combined value, from the 500 largest positions

1Largest holdersA manager's positions among the 500 largest, summed

  1. 1KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
    $769.37M10.6%
  2. 2BlackRock, Inc.
    $750.09M10.3%
  3. 3FMR LLC
    $708.16M9.7%
  4. 4VANGUARD PORTFOLIO MANAGEMENT LLC
    $458.77M6.3%
  5. 5VANGUARD CAPITAL MANAGEMENT LLC
    $358.89M4.9%
  6. 6BANK OF MONTREAL /CAN/
    $314.95M4.3%
  7. 7STATE STREET CORP
    $251.33M3.5%
  8. 8Brave Warrior Advisors, LLC
    $220.25M3.0%
  9. 9GEODE CAPITAL MANAGEMENT, LLC
    $218.02M3.0%
  10. 10BAMCO INC /NY/
    $215.42M3.0%

2HoldersChange from Dec 31, 2025

HolderQuantityChangeValueShareFiled
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCCommon shares3.1M−94,022−3.0%$769.37M10.58%May 14, 2026
BlackRock, Inc.Common shares3M+41,795+1.4%$750.09M10.31%May 13, 2026
FMR LLCCommon shares2.8M−34,998−1.2%$708.16M9.74%May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLCCommon shares1.8M—$458.77M6.31%May 8, 2026
VANGUARD CAPITAL MANAGEMENT LLCCommon shares · Amendment 1 (restatement)1.4M—$358.89M4.93%May 15, 2026
BANK OF MONTREAL /CAN/Common shares1.3M−54,236−4.1%$314.95M4.33%May 13, 2026
STATE STREET CORPCommon shares1M−1,246−0.1%$251.33M3.46%May 15, 2026
Brave Warrior Advisors, LLCCommon shares879.3K+99,198+12.7%$220.25M3.03%May 15, 2026
GEODE CAPITAL MANAGEMENT, LLCCommon shares870.3K+76,880+9.7%$218.02M3.00%May 15, 2026
BAMCO INC /NY/Common shares860K−272.5K−24.1%$215.42M2.96%May 15, 2026
FIDUCIARY MANAGEMENT INC /WI/Common shares692K+80,741+13.2%$173.34M2.38%May 14, 2026
DIMENSIONAL FUND ADVISORS LPCommon shares650.6K+7,628+1.2%$162.95M2.24%May 7, 2026
FIRST TRUST ADVISORS LPCommon shares529.2K+23,850+4.7%$132.56M1.82%May 13, 2026
LYRICAL ASSET MANAGEMENT LPCommon shares506K−35,287−6.5%$126.75M1.74%May 11, 2026
AGF MANAGEMENT LTDCommon shares430.8K+10,238+2.4%$107.9M1.48%May 7, 2026
Invesco Ltd.Common shares357.6K−81−0.0%$89.58M1.23%May 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCommon shares326.5K+9,672+3.1%$81.79M1.12%May 15, 2026
FULLER & THALER ASSET MANAGEMENT, INC.Common shares319.3K−250.5K−44.0%$79.98M1.10%May 14, 2026
Bank of New York Mellon CorpCommon shares314.1K+2,382+0.8%$78.68M1.08%May 5, 2026
NORTHERN TRUST CORPCommon shares292.3K+5,823+2.0%$73.21M1.01%May 14, 2026
WELLS FARGO & COMPANY/MNCommon shares280.1K−17,782−6.0%$70.17M0.96%May 11, 2026
AQR CAPITAL MANAGEMENT LLCCommon shares264.8K+42,904+19.3%$66.12M0.91%May 15, 2026
Quantum Capital Management, LLC / NJCommon shares250.9K−2,847−1.1%$62.85M0.86%May 13, 2026
Life Cycle Investment Partners LtdCommon shares245.2K+87,607+55.6%$61.42M0.84%May 12, 2026
MORGAN STANLEYCommon shares214.7K−9,142−4.1%$53.78M0.74%May 15, 2026
Showing 25 of 500 largest (508 reported)

3Report periods

Report dateFilingsHoldingsCombined valueLatest filed
Mar 31, 2026504508$7.27BMay 27, 2026
Dec 31, 2025514521$7.63BMay 27, 2026
Sep 30, 2025503507$8.17BMay 27, 2026
Jun 30, 2025520525—May 21, 2026
Mar 31, 20251515$142.84MMay 11, 2026

Filings for a quarter keep arriving for months after it ends, so the most recent and the earliest periods can be incomplete.

4About this data

Each row is one manager's position as disclosed in one Form 13F-HR filing; managers below the Form 13F reporting threshold do not appear. Values, quantities and manager names are as reported in each filing. A row totals the entries of one filing that share a security class and option type; a value or quantity is shown as not comparable when those entries differ in currency or unit. A restatement replaces the original filing and every earlier amendment for the same period; an amendment adding new holdings is listed alongside the filing it supplements and labelled as such. Positions are matched to this listing through the security identifiers reported in the filing.