# PRIMERICA INC (PRI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PRI/

- Reporting holders: 18
- Reported value: $16.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $4.8M | 17,776 | 0.0% | 8 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $4.5M | 16,360 | 1.2% | 4 |
| [Ausbil Investment Management Ltd](https://holderbook.com/funds/1966036-ausbil-investment-management-ltd/) | $2.0M | 7,381 | 1.0% | 9 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $1.8M | 6,533 | 0.3% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.4M | 5,315 | 0.0% | 12 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $631.4K | 2,318 | 0.0% | 15 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $344.0K | 1,263 | 0.1% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $128.2K | 471 | 0.0% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $110.3K | 405 | 0.0% | 26 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $99.2K | 364 | 0.0% | 6 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $64.8K | 238 | 0.0% | 2 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $18.8K | 69 | 0.0% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $12.3K | 45 | 0.0% | 19 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $11.0K | 40 | 0.0% | 10 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $8.2K | 30 | 0.0% | 1 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $2.7K | 10 | 0.0% | 3 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.4K | 5 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $272 | 1 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $51 | 189 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $16.0M |
| Q2 2026 | 530 | $8.7B |
| Q1 2026 | 509 | $7.5B |
| Q4 2025 | 514 | $7.9B |
| Q3 2025 | 500 | $8.4B |
| Q2 2025 | 520 | $8.4B |
| Q1 2025 | 514 | $8.8B |
| Q4 2024 | 491 | $8.3B |
| Q3 2024 | 450 | $8.2B |
| Q2 2024 | 410 | $7.5B |
| Q1 2024 | 402 | $8.1B |
| Q4 2023 | 397 | $6.6B |