Primerica Inc (PRI) Ownership

140.88 ↓1.60 (-1.12%)
As of December 7, 2022, 3:59pm EST.

Institutional Ownership

Kayne Anderson Rudnick Investment Management LLC is the biggest individual institutional holder of Primerica Inc (PRI), owning a total of 4.1 million shares. Combined, the top 20 institutional holders of PRI own 66.06% of the company with a total of 24.4 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders increased their combined ownership of PRI by 298 thousand shares. 6 institutions bought 538,107 total additional shares and increased their ownership by an average of 26.92%. However 5 institutions sold 239,910 total shares and decreased their ownership by an average of 2.65%.

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 298,197 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.745%-2.945%3,964,688-120,2872022-09-30
Brave Warrior Advisors LLC5.960%-0.081%2,199,229-1,7832022-09-30
BAMCO Inc5.355%-2.662%1,975,911-54,0422022-09-30
State Street Corporation2.882%-4.420%1,063,480-49,1782022-09-30
Dimensional Fund Advisors, Inc.2.140%3.030%789,71423,2252022-09-30
Fiduciary Management, Inc. of Milwaukee1.764%24.120%650,929126,4922022-09-30
Victory Capital Management Inc.1.727%123.776%637,066352,3772022-09-30
Bank of New York Mellon Corp1.220%-3.146%450,067-14,6202022-09-30
AGF Investments1.183%0.037%436,4541632022-09-30
Quantum Capital Management, LLC1.016%10.033%374,85534,1802022-09-30
Charles Schwab Investment Management Inc0.900%0.505%332,1451,6702022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Kayne Anderson Rudnick Investment Management LLC11.246%6.177%4,149,476241,4002022-06-30
Vanguard Group Inc10.745%-2.945%3,964,688-120,2872022-09-30
FMR Inc9.486%-1.354%3,500,079-48,0222022-06-30
Brave Warrior Advisors LLC5.960%-0.081%2,199,229-1,7832022-09-30
BAMCO Inc5.355%-2.662%1,975,911-54,0422022-09-30
Burgundy Asset Management Ltd3.486%2.081%1,286,13226,2152022-06-30
State Street Corporation2.882%-4.420%1,063,480-49,1782022-09-30
Dimensional Fund Advisors, Inc.2.140%3.030%789,71423,2252022-09-30
Fiduciary Management, Inc. of Milwaukee1.764%24.120%650,929126,4922022-09-30
Victory Capital Management Inc.1.727%123.776%637,066352,3772022-09-30
Wells Fargo & Co1.528%-4.499%563,889-26,5642022-06-30
Geode Capital Management, LLC1.342%-3.190%495,292-16,3222022-06-30
Millennium Management LLC1.227%24.829%452,72890,0502022-06-30
Bank of New York Mellon Corp1.220%-3.146%450,067-14,6202022-09-30
T. Rowe Price Associates, Inc.1.206%-7.735%444,822-37,2922022-06-30
AGF Investments1.183%0.037%436,4541632022-09-30
Quantum Capital Management, LLC1.016%10.033%374,85534,1802022-09-30
Charles Schwab Investment Management Inc0.900%0.505%332,1451,6702022-09-30
Fidelity International Ltd0.842%-19.455%310,499-75,0002022-06-30
Northern Trust Corp0.802%-4.132%295,791-12,7492022-06-30

Mutual Fund Ownership

Baron Small Cap Growth Strategy is the biggest individual fund holder of Primerica Inc (PRI), owning a total of 1.5 million shares. Combined, the top 20 mutual fund holders of PRI own 34.71% of the company with a total of 12.8 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of PRI by 43 thousand shares. 4 funds bought 45,759 total additional shares and increased their ownership by an average of 2.04%. However 2 funds sold 2,408 total shares and decreased their ownership by an average of 0.11%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Primerica increased by a net total of 43,351 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.045%-0.195%1,123,520-2,1902022-10-31
iShares Core S&P Mid-Cap ETF3.031%-0.020%1,118,469-2182022-10-31
Vanguard Small Cap Index2.619%1.641%966,45415,5992022-10-31
Vanguard Small Cap Value Index Inv1.793%1.912%661,61112,4142022-10-31
Vanguard Extended Market Index Investor1.387%1.709%511,8808,6002022-10-31
SPDR® S&P MIDCAP 400 ETF Trust0.879%2.902%324,3439,1462022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Baron Small Cap Growth Strategy4.119%-3.185%1,520,000-50,0002022-09-30
Baron Growth Retail4.119%-3.185%1,520,000-50,0002022-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.051%-1.865%1,125,710-21,3892022-09-30
Vanguard Total Stock Mkt Idx Inv3.045%-0.195%1,123,520-2,1902022-10-31
iShares Core S&P Mid-Cap ETF3.031%-0.020%1,118,469-2182022-10-31
Vanguard Small Cap Index2.619%1.641%966,45415,5992022-10-31
Vanguard Small Cap Value Index Inv1.793%1.912%661,61112,4142022-10-31
Virtus KAR Small-Cap Core I1.671%13.654%616,58774,0752022-06-30
Vanguard Extended Market Index Investor1.387%1.709%511,8808,6002022-10-31
Fidelity® Small Cap Value1.370%0.000%505,62402022-08-31
Fidelity® VIP Mid Cap Initial1.197%-3.284%441,747-15,0002022-09-30
Fidelity Small Cap America Sr B1.043%0.000%384,93302022-03-31
Fidelity® Low-Priced Stock0.925%0.000%341,30802022-08-31
Strategic Advisers® Fidelity US TtlStk0.914%-4.344%337,363-15,3192022-09-30
SPDR® S&P MIDCAP 400 ETF Trust0.879%2.902%324,3439,1462022-10-31
T. Rowe Price QM US Small-Cap Gr Eq0.759%-11.079%280,100-34,9002022-09-30
Fidelity® Series Small Cap Opps0.753%0.000%277,70002022-08-31
FMI Common Stock Investor0.680%27.411%251,00054,0002022-09-30
Victory Small Cap Value CIT (Net 75)0.678%0.000%250,000250,0002022-09-30
Victory Sycamore Small Company Opp R0.678%0.000%250,000250,0002022-09-30

Discussions

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LongUsername

$PRI I think I like this stock more everyday

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rikutarii3

$PRI Hedgies
we aren't going anywhere!

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Modok

$PRI I like the stock!

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im_drank

$PRI breaking out of this wedge sooner than later

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Modok

$PRI now I buy

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