Primerica Inc (PRI) Ownership

301.73 ↑4.86 (1.64%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

EP Wealth Advisors, Inc. is the biggest individual institutional holder of Primerica Inc (PRI), owning a total of 4.6 million shares. Combined, the top 30 institutional holders of PRI own 100.08% of the company with a total of 33.8 million shares.

In the latest ownership report on June 30th 2024, the top 30 institutional holders increased their combined ownership of PRI by 505 thousand shares. 8 institutions bought 1,090,273 total additional shares and increased their ownership by an average of 3,856.36%. However 14 institutions sold 585,364 total shares and decreased their ownership by an average of 2.74%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Primerica increased by a net total of 504,909 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Kayne Anderson Rudnick Investment Management LLC	10.808%	-0.769%	3,606,930	-27,963	2024-06-30
Vanguard Group Inc	10.665%	-2.200%	3,558,972	-80,070	2024-06-30
BlackRock Inc	9.286%	-4.492%	3,098,851	-145,742	2024-06-30
FMR Inc	9.242%	-1.547%	3,084,282	-48,468	2024-06-30
Brave Warrior Advisors LLC	5.664%	-6.205%	1,890,013	-125,039	2024-06-30
BAMCO Inc	5.524%	-3.212%	1,843,312	-61,166	2024-06-30
Burgundy Asset Management Ltd	3.707%	1.401%	1,237,164	17,095	2024-06-30
State Street Corp	3.248%	-1.937%	1,083,918	-21,407	2024-06-30
Millennium Management LLC	2.041%	30,726.700%	680,961	678,752	2024-06-30
Geode Capital Management, LLC	2.010%	3.995%	670,888	25,772	2024-06-30
AGF Management Ltd	1.991%	-0.104%	664,483	-693	2024-06-30
Lyrical Asset Management LP	1.925%	-4.095%	642,508	-27,436	2024-06-30
Dimensional Fund Advisors, Inc.	1.911%	3.545%	637,753	21,836	2024-06-30
Amvescap Plc.	1.766%	85.952%	589,351	272,414	2024-06-30
Fiduciary Management, Inc. of Milwaukee	1.446%	1.952%	482,627	9,238	2024-06-30
Morgan Stanley - Brokerage Accounts	1.298%	-2.458%	433,278	-10,916	2024-06-30
Wells Fargo & Co	1.165%	-3.008%	388,858	-12,060	2024-06-30
Bank of New York Mellon Corp	1.117%	-0.112%	372,605	-418	2024-06-30
Charles Schwab Investment Management Inc	1.004%	-1.300%	334,887	-4,410	2024-06-30
Northern Trust Corp	0.840%	11.570%	280,367	29,075	2024-06-30
T. Rowe Price Associates, Inc.	0.783%	-6.880%	264,948	-19,576	2024-06-30
Westfield Capital Management Company, LP	0.783%	15.784%	264,741	36,091	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
EP Wealth Advisors, Inc.	12.987%	250,175.000%	4,550,000	4,548,182	2023-06-30
Kayne Anderson Rudnick Investment Management LLC	10.808%	-0.769%	3,606,930	-27,963	2024-06-30
Vanguard Group Inc	10.665%	-2.200%	3,558,972	-80,070	2024-06-30
BlackRock Inc	9.286%	-4.492%	3,098,851	-145,742	2024-06-30
FMR Inc	9.242%	-1.547%	3,084,282	-48,468	2024-06-30
Brave Warrior Advisors LLC	5.664%	-6.205%	1,890,013	-125,039	2024-06-30
BAMCO Inc	5.524%	-3.212%	1,843,312	-61,166	2024-06-30
Burgundy Asset Management Ltd	3.707%	1.401%	1,237,164	17,095	2024-06-30
State Street Corporation	3.268%	2.591%	1,105,325	27,919	2024-03-31
State Street Corp	3.248%	-1.937%	1,083,918	-21,407	2024-06-30
Millennium Management LLC	2.041%	30,726.700%	680,961	678,752	2024-06-30
Geode Capital Management, LLC	2.010%	3.995%	670,888	25,772	2024-06-30
AGF Management Ltd	1.991%	-0.104%	664,483	-693	2024-06-30
Lyrical Asset Management LP	1.925%	-4.095%	642,508	-27,436	2024-06-30
Dimensional Fund Advisors, Inc.	1.911%	3.545%	637,753	21,836	2024-06-30
Amvescap Plc.	1.766%	85.952%	589,351	272,414	2024-06-30
Fiduciary Management, Inc. of Milwaukee	1.446%	1.952%	482,627	9,238	2024-06-30
AGF Investments	1.196%	0.037%	436,454	163	2022-09-30
Morgan Stanley - Brokerage Accounts	1.298%	-2.458%	433,278	-10,916	2024-06-30
Wells Fargo & Co	1.165%	-3.008%	388,858	-12,060	2024-06-30
Victory Capital Management Inc.	1.108%	-38.967%	388,191	-247,840	2023-09-30
Bank of New York Mellon Corp	1.117%	-0.112%	372,605	-418	2024-06-30
NORGES BANK	0.992%	7.099%	359,425	23,825	2022-12-31
Charles Schwab Investment Management Inc	1.004%	-1.300%	334,887	-4,410	2024-06-30
Fidelity International Ltd	0.813%	-3.528%	299,546	-10,953	2022-09-30
Northern Trust Corp	0.840%	11.570%	280,367	29,075	2024-06-30
Quantum Capital Management, LLC	0.797%	-4.484%	269,666	-12,658	2024-03-31
T. Rowe Price Associates, Inc.	0.783%	-6.880%	264,948	-19,576	2024-06-30
Westfield Capital Management Company, LP	0.783%	15.784%	264,741	36,091	2024-06-30
Nuveen Asset Management, LLC	0.697%	-8.061%	241,983	-21,217	2023-12-31

Mutual Fund Ownership

Baron Growth Retail is the biggest individual fund holder of Primerica Inc (PRI), owning a total of 1.3 million shares. Combined, the top 36 mutual fund holders of PRI own 48.98% of the company with a total of 16.7 million shares.

In the latest ownership report on October 31st 2024, the top 36 fund holders increased their combined ownership of PRI by 7 thousand shares. 2 funds bought 811 total additional shares and increased their ownership by an average of 0.07%. However 1 funds sold 7,500 total shares and decreased their ownership by an average of 3.37%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Primerica decreased by a net total of -6,689 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.192%	0.054%	1,065,056	576	2024-10-31
Invesco S&P MidCap Quality ETF	0.811%	0.087%	270,533	235	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.645%	-3.365%	215,369	-7,500	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Baron Growth Retail	4.030%	-7.241%	1,345,000	-105,000	2024-09-30
Baron Small Cap Growth Strategy	4.030%	-7.241%	1,345,000	-105,000	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.254%	1.377%	1,140,146	15,491	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.205%	-1.719%	1,069,434	-18,708	2024-09-30
iShares Core S&P Mid-Cap ETF	3.192%	0.054%	1,065,056	576	2024-10-31
Vanguard Small Cap Index	2.538%	-2.734%	846,818	-23,806	2024-09-30
Vanguard Small Cap Value Index Inv	1.718%	-1.826%	573,354	-10,665	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.516%	-3.880%	505,965	-20,422	2024-09-30
Vanguard Extended Market Index Investor	1.414%	0.560%	505,642	2,818	2023-08-31
Virtus KAR Small-Cap Core I	1.481%	0.000%	494,287	0	2024-06-30
VIP Mid Cap Initial	1.284%	0.000%	449,747	0	2023-11-30
Fidelity® VIP Mid Cap Initial	1.284%	0.000%	449,747	0	2023-10-31
Fidelity® Small Cap Value	1.247%	0.000%	437,024	0	2023-10-31
Fidelity Low-Priced Stock	1.253%	-0.048%	418,054	-199	2024-08-31
Fidelity Small Cap Value Fund	1.190%	0.000%	397,224	0	2024-08-31
Fidelity Small Cap America Sr B	1.043%	0.000%	384,933	0	2022-03-31
Fidelity VIP Mid Cap Initial	1.024%	-0.784%	341,547	-2,700	2024-09-30
Fidelity® Low-Priced Stock	0.917%	-0.104%	321,173	-335	2023-10-31
AGF American Growth Class	0.906%	-0.177%	302,376	-536	2024-09-30
Lyrical U.S. Value Equity – EQ	0.871%	-1.458%	290,544	-4,298	2024-09-30
T. Rowe Price QM US Small-Cap Gr Eq	0.759%	-11.079%	280,100	-34,900	2022-09-30
Strategic Advisers® Fidelity US TtlStk	0.797%	4.946%	279,043	13,151	2023-10-31
Lyrical U.S. Value Equity - CS	0.820%	-4.934%	273,650	-14,201	2024-09-30
Fidelity® Series Small Cap Opps	0.780%	0.000%	273,280	0	2023-10-31
Victory Sycamore Small Company Opp R	0.763%	-13.333%	273,000	-42,000	2023-06-30
Victory Small Cap Value CIT (Net 75)	0.763%	-13.333%	273,000	-42,000	2023-06-30
Invesco S&P MidCap Quality ETF	0.811%	0.087%	270,533	235	2024-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.809%	-1.663%	269,986	-4,565	2024-09-30
FMI Common Stock Investor	0.764%	6.250%	255,000	15,000	2024-06-30
Vanguard Dividend Appreciation ETF	0.639%	-0.154%	234,176	-360	2023-02-28
iShares S&P Mid-Cap 400 Growth ETF	0.690%	0.000%	233,373	0	2024-08-30
Strategic Advisers Fidelity US TtlStk	0.689%	-6.081%	229,757	-14,877	2024-09-30
Fidelity Series Small Cap Opps	0.665%	0.000%	221,980	0	2024-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.645%	-3.365%	215,369	-7,500	2024-10-31
Fidelity Global Bargain Growth Stocks MF	0.594%	-1.932%	208,100	-4,100	2023-08-21
Fidelity Global Value Growth Eq MF	0.600%	0.000%	208,100	0	2023-08-21