PRI — Primerica Inc Institutional Holders · Q3 2026
Who owns Primerica Inc (PRI)? 19 institutions reported holding $16.02M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Artemis Investment Management LLP ($4.8M), Vista Investment Partners LLC ($4.5M), Ausbil Investment Management Ltd ($2.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Artemis Investment Management LLP | $4.8M | 17,776 | Trimmed |
| 2 | VISTA INVESTMENT PARTNERS LLC | $4.5M | 16,360 | Added |
| 3 | Ausbil Investment Management Ltd | $2.0M | 7,381 | Trimmed |
| 4 | DIVERSIFIED MANAGEMENT INC | $1.8M | 6,533 | New |
| 5 | GAMMA Investing LLC | $1.4M | 5,315 | Added |
| 6 | Everhart Financial Group, Inc. | $631,400 | 2,318 | Added |
| 7 | PFW Advisors LLC | $344,029 | 1,263 | Trimmed |
| 8 | Farther Finance Advisors, LLC | $128,187 | 471 | Added |
| 9 | Versant Capital Management, Inc | $110,318 | 405 | Added |
| 10 | STEPH & CO | $99,150 | 364 | Added |
| 11 | Davis Capital Management | $64,829 | 238 | Hold |
| 12 | CX Institutional | $51,000 | 189 | Added |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $18,795 | 69 | Added |
| 14 | MassMutual Private Wealth & Trust, FSB | $12,258 | 45 | Trimmed |
| 15 | Bullock Wealth Management Group | $10,989 | 40 | Hold |
| 16 | GK Wealth Management LLC | $8,172 | 30 | New |
| 17 | Marquette Asset Management, LLC | $2,724 | 10 | Added |
| 18 | Wealth Enhancement Trust Services, Inc. | $1,362 | 5 | Hold |
| 19 | CoreCap Advisors, LLC | $272 | 1 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30