PRIMERICA INC PRI
COM · Common Stock · CUSIP 74164M108 · ISIN US74164M1080
American financial services provider
- SectorFinancials
- IndustryLife Insurance
- HeadquartersDuluth, GA
- Founded1977
- Websiteprimerica.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($32.3m this quarter). Holder counts are more reliable. Shares outstanding: 32.4m as of 2025-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $273.63. Options: 5 managers hold calls ($1.3m notional), 4 hold puts ($1.4m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 301 |
| Q4 2022 | 320 |
| Q1 2023 | 353 |
| Q2 2023 | 363 |
| Q3 2023 | 369 |
| Q4 2023 | 397 |
| Q1 2024 | 401 |
| Q2 2024 | 410 |
| Q3 2024 | 452 |
| Q4 2024 | 491 |
| Q1 2025 | 512 |
| Q2 2025 | 519 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 147 | 175 |
| Q4 2023 | 154 | 184 |
| Q1 2024 | 171 | 183 |
| Q2 2024 | 193 | 189 |
| Q3 2024 | 219 | 168 |
| Q4 2024 | 220 | 182 |
| Q1 2025 | 248 | 214 |
| Q2 2025 | 244 | 231 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $848.5k | $2.8m | 3.25 |
| Q4 2024 | $868.3k | $570.0k | 0.66 |
| Q1 2025 | $1.2m | $825.0k | 0.67 |
| Q2 2025 | $1.3m | $1.4m | 1.06 |
Biggest buyers
| FIRST TRUST ADVISORS LP | Added | +115.8k |
| Copeland Capital Management, LLC | New | +100.2k |
| MILLENNIUM MANAGEMENT LLC | Added | +99.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +59.2k |
| TWO SIGMA INVESTMENTS, LP | Added | +43.6k |
| TUDOR INVESTMENT CORP ET AL | Added | +38.6k |
| ROYAL BANK OF CANADA | Added | +38.4k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +31.3k |
| Qube Research & Technologies Ltd | Added | +30.5k |
| Callan Family Office, LLC | Added | +30.2k |
Biggest sellers
| Nuveen, LLC | Reduced | -365.9k |
| AGF MANAGEMENT LTD | Reduced | -218.3k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -80.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -77.4k |
| FMR LLC | Reduced | -69.0k |
| LYRICAL ASSET MANAGEMENT LP | Reduced | -61.3k |
| STATE STREET CORP | Reduced | -54.8k |
| CITADEL ADVISORS LLC | Reduced | -53.9k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -39.0k |
| Corebridge Financial, Inc. | Sold out | -36.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $903.1k3.3k shares |
| CITADEL ADVISORS LLC | Reduced | $273.7k1.0k shares |
| SIMPLEX TRADING, LLC | Unchanged | $82.0k300 shares |
| GROUP ONE TRADING LLC | Unchanged | $54.7k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.0m3.8k shares |
| PEAK6 LLC | Added | $328.4k1.2k shares |
| SIMPLEX TRADING, LLC | Unchanged | $27.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution filed 2026-08-13 | 8.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 3 | $2.2m | $2.2m |
| Q4 2023 | 0 | — | 2 | $1.4m | $1.4m |
| Q1 2024 | 0 | — | 7 | $3.1m | $1.4m |
| Q2 2024 | 0 | — | 2 | $1.0m | $1.0m |
| Q3 2024 | 0 | — | 4 | $1.9m | $1.1m |
| Q4 2024 | 0 | — | 2 | $1.4m | $1.4m |
| Q1 2025 | 0 | — | 3 | $1.5m | $1.4m |
| Q2 2025 | 0 | — | 3 | $1.6m | $1.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-13 | Williams Glenn J. Chief Executive Officer, director | Sold plan | $647.6k2.5k shares |
| 2025-05-21 | Dheer Sanjeev Director | Sold | $354.9k1.3k shares |
| 2025-05-19 | Schneider Peter W. President | Sold plan | $560.7k2.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2.27% of their portfolio | 3.5m $953.1m | Reduced -80.7k |
| VANGUARD GROUP INC 0.02% of their portfolio | 3.5m $947.2m | Reduced -32.6k |
| BlackRock, Inc. 0.02% of their portfolio | 3.1m $837.6m | Reduced -36.5k |
| FMR LLC 0.04% of their portfolio | 2.9m $789.2m | Reduced -69.0k |
| BAMCO INC /NY/ 1.18% of their portfolio | 1.6m $434.8m | Reduced -15.1k |
| Burgundy Asset Management Ltd. 3.55% of their portfolio | 1.3m $364.9m | Added +23.5k |
| STATE STREET CORP 0.01% of their portfolio | 1.1m $287.7m | Reduced -54.8k |
| Brave Warrior Advisors, LLC 5.17% of their portfolio | 824.0k $225.5m | Reduced -10.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 742.9k $203.3m | Reduced -77.4k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 610.8k $167.1m | Reduced -633 |
| LYRICAL ASSET MANAGEMENT LP 2.05% of their portfolio | 519.3k $142.1m | Reduced -61.3k |
| FIDUCIARY MANAGEMENT INC /WI/ 1.29% of their portfolio | 489.1k $133.8m | Reduced -1.8k |
| FIRST TRUST ADVISORS LP 0.10% of their portfolio | 437.9k $119.8m | Added +115.8k |
| AGF MANAGEMENT LTD 0.52% of their portfolio | 416.9k $114.1m | Reduced -218.3k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 324.8k $88.9m | Reduced -14.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 319.8k $87.5m | Reduced -2.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 318.7k $87.2m | Reduced -19.2k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 318.7k $87.2m | Added +3.0k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 277.0k $74.8m | Reduced -39.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.26% of their portfolio | 262.7k $71.9m | Reduced -1.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.29% of their portfolio | 250.2k $68.5m | Reduced -26.1k |
| Quantum Capital Management, LLC / NJ 6.92% of their portfolio | 234.0k $64.0m | Reduced -26.4k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 211.1k $57.8m | Added +99.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 206.6k $56.5m | Added +59.2k |
| FIL Ltd 0.04% of their portfolio | 188.6k $51.6m | Added +27.7k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 187.0k $51.2m | Added +3.3k |
| Nuveen, LLC 0.01% of their portfolio | 182.4k $49.9m | Reduced -365.9k |
| MORGAN STANLEY 0.00% of their portfolio | 180.2k $49.3m | Reduced -8.1k |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 171.2k $46.8m | Added +30.5k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.10% of their portfolio | 158.3k $43.3m | Reduced -2.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 151.2k $41.4m | Added +21.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 144.7k $39.6m | Added +788 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 136.3k $37.3m | Added +28.3k |
| ACADEMY CAPITAL MANAGEMENT 5.30% of their portfolio | 135.7k $37.1m | Reduced -117 |
| Invesco Ltd. 0.01% of their portfolio | 135.3k $37.0m | Reduced -16.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 133.7k $36.6m | Added +31.3k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 129.2k $35.4m | Added +4.4k |
| PhiloSmith Capital Corp 9.00% of their portfolio | 118.2k $32.3m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 109.9k $30.1m | Added +15.3k |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 105.0k $28.7m | Reduced -3.2k |
| California Public Employees Retirement System 0.02% of their portfolio | 101.6k $27.8m | Reduced -8.2k |
| Copeland Capital Management, LLC 0.56% of their portfolio | 100.2k $27.4m | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 97.1k $26.6m | Reduced -2.7k |
| Man Group plc 0.05% of their portfolio | 90.8k $24.8m | Added +10.2k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 90.5k $24.8m | Reduced -2.0k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 84.7k $23.2m | Added +5.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 82.2k $22.5m | Added +38.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 74.5k $20.4m | Reduced -2.3k |
| PROSPECTOR PARTNERS LLC 2.32% of their portfolio | 73.0k $20.0m | Reduced -3.9k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 71.0k $19.4m | Added +20.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 70.1k $19.2m | Added +882 |
| Legal & General Group Plc 0.00% of their portfolio | 67.9k $18.6m | Reduced -490 |
| UBS Group AG 0.00% of their portfolio | 67.1k $18.4m | Reduced -27.5k |
| DANSKE BANK A/S 0.05% of their portfolio | 66.5k $18.2m | Added +10.4k |
| Swiss National Bank 0.01% of their portfolio | 63.2k $17.3m | Reduced -1.5k |
| Running Oak Capital LLC 1.87% of their portfolio | 61.4k $16.8m | Added +4.6k |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 61.4k $16.5m | Added +3.4k |
| TUDOR INVESTMENT CORP ET AL 0.12% of their portfolio | 60.1k $16.5m | Added +38.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 59.5k $16.3m | Reduced -23.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 59.1k $16.2m | Added +1.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 57.0k $15.6m | Added +1.8k |
| Brandywine Global Investment Management, LLC 0.11% of their portfolio | 56.8k $15.5m | Added +13.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 56.6k $15.5m | Added +4.6k |
| Prana Capital Management, LP 0.54% of their portfolio | 54.5k $14.9m | Added +23.9k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 53.6k $14.7m | Added +43.6k |
| Artemis Investment Management LLP 0.16% of their portfolio | 45.6k $12.5m | Unchanged |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 44.9k $12.3m | Added +2.9k |
| Aptus Capital Advisors, LLC 0.12% of their portfolio | 44.7k $12.2m | Added +3.9k |
| EULAV Asset Management 0.29% of their portfolio | 44.4k $12.2m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 43.4k $11.9m | Reduced -1.4k |
| REGIONS FINANCIAL CORP 0.08% of their portfolio | 42.5k $11.6m | Added +1.1k |
| Retirement Systems of Alabama 0.04% of their portfolio | 40.2k $11.0m | Reduced -454 |
| Gotham Asset Management, LLC 0.06% of their portfolio | 39.0k $10.7m | Added +4.0k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 37.8k $10.3m | Added +623 |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 37.3k $10.2m | Reduced -25.7k |
| Callan Family Office, LLC 0.29% of their portfolio | 33.4k $9.2m | Added +30.2k |
| Marks Group Wealth Management, Inc 0.85% of their portfolio | 33.3k $9.1m | Added +653 |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 33.0k $9.0m | Added +5.5k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 32.7k $8.9m | Added +247 |
| Cubist Systematic Strategies, LLC 0.09% of their portfolio | 31.5k $8.6m | Added +19.0k |
| LOGAN CAPITAL MANAGEMENT INC 0.40% of their portfolio | 31.4k $8.6m | Reduced -8.4k |
| State of Alaska, Department of Revenue 0.09% of their portfolio | 31.4k $8.6m | Reduced -225 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 31.2k $8.5m | Reduced -48 |
| Parkwood LLC 0.75% of their portfolio | 29.9k $8.2m | Added +2.9k |
| COMERICA BANK 0.03% of their portfolio | 29.3k $8.0m | Reduced -3.7k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 28.5k $7.8m | Reduced -3.6k |
| Schonfeld Strategic Advisors LLC 0.06% of their portfolio | 28.2k $7.7m | Added +11.0k |
| Trexquant Investment LP 0.08% of their portfolio | 27.4k $7.5m | Reduced -20.2k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 27.1k $7.4m | Added +606 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 25.9k $7.1m | Reduced -822 |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 25.2k $7.5m | Added +810 |
| ExodusPoint Capital Management, LP 0.08% of their portfolio | 24.6k $6.7m | Added +14.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 24.3k $6.6m | Reduced -1.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 24.1k $6.6m | Reduced -10.6k |
| ALGERT GLOBAL LLC 0.14% of their portfolio | 23.7k $6.5m | Reduced -570 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 22.8k $6.3m | Added +60 |
| LPL Financial LLC 0.00% of their portfolio | 22.3k $6.1m | Added +12.3k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 22.0k $6.0m | Added +7.8k |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 21.9k $6.0m | Added +3.8k |
| Bridgewater Associates, LP 0.02% of their portfolio | 21.8k $6.0m | Reduced -6.8k |