Primerica

PRI • NYSE

Primerica is a insurance - life company in the financial services sector on NYSE, led by Glenn J. Williams, with a market cap of $8.1B. As of Q3 2025, 92% of shares are held by 491 institutional investors, with KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC as the largest holder at 10.5%.

Chief Executive OfficerGlenn J. Williams

Market Cap$8.1B

Insurance - Life

Financial Services

Employees3.5K

Websiteprimerica.com

Country

United States of America

Overview

Overview of institutional ownership in PRI as of Q3 2025 with a market cap of $9.0B

All Institutions

Institutions: 491
Value Held: $8.2B
Shares Held: 29.7M
Avg Position: $16.8M
Median Position: $727.4K

Hedge Funds

Hedge Funds: 41
Value Held: $538.5M
Shares Held: 1.9M
Avg Position: $13.1M
Median Position: $2.2M

Ownership Breakdown

Institutional (non-HF)

85.66%

$7.7B

Hedge Funds

5.99%

$538.5M

Retail & Other

8.35%

$750.8M

Based on market cap of $9.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in PRI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$943.7M 2.30% of portfolio	10.50% 3.4M shares	Q1 2014 Held for 11y 8m	$41.0B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$937.8M 0.01% of portfolio	10.43% 3.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$832.0M 0.01% of portfolio	9.25% 3.0M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
FMR LLC Institution	-	$802.9M 0.04% of portfolio	8.93% 2.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
BAMCO INC /NY/ Long Only Manager	Ronald Stephen Baron CEO	$390.9M 1.04% of portfolio	4.35% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$37.7B
Burgundy Asset Management Ltd. Long Only Manager	Robert Gareth Sankey CEO	$356.9M 3.37% of portfolio	4.09% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$10.6B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$286.6M 0.01% of portfolio	3.19% 1.0M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$210.0M 0.01% of portfolio	2.34% 756.4K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
B Brave Warrior Advisors, LLC Hedge Fund•Long/Short	Donna M. Martel-Downing CCO	$209.0M 4.66% of portfolio	2.32% 753.0K shares	≤ Q2 2013 Held for 12y 5m+	$4.5B
F FIDUCIARY MANAGEMENT INC /WI/ Long Only Manager	John Scott Brandser CEO	$177.7M 1.80% of portfolio	1.98% 640.3K shares	Q3 2020 Held for 5y 2m	$9.9B

Net Capital Flow

Institutional buying and selling activity for PRI in Q3 2025

Net Flow: −$228.8M
Buyers: 178
Sellers: 248
Total Bought: +$222.2M
Total Sold: −$451.0M
Avg Position: $16.0M

Biggest Buyers

Institution	Net Bought	Current Position
F FIDUCIARY MANAGEMENT INC /WI/ Long Only Manager	+$42.0M +151.2K shares	$177.7M 640.3K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$19.5M +70.5K shares	$96.1M 347.5K shares
FIRST TRUST ADVISORS LP ETF Provider	+$15.0M +54.2K shares	$136.6M 492.1K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$14.4M +51.8K shares	$29.3M 105.4K shares
LYRICAL ASSET MANAGEMENT LP Private Equity	+$12.7M +45.8K shares	$156.9M 565.2K shares
R ROYAL BANK OF CANADA Institution	+$11.7M +42.3K shares	$23.1M 83.4K shares
Bridgewater Associates, LP Hedge Fund•Global Macro	+$7.3M +26.4K shares	$13.4M 48.2K shares
UBS Group AG Institution	+$7.2M +26.0K shares	$25.8M 93.0K shares
Susquehanna Portfolio Strategies, LLC Private Equity	+$5.0M +17.9K shares	$6.2M 22.3K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	+$4.2M +15.2K shares	$9.1M 32.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
BAMCO INC /NY/ Long Only Manager	−$50.1M −180.6K shares	$390.9M 1.4M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$37.8M −136.2K shares	$20.8M 74.9K shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	−$23.0M −83.0K shares	$943.7M 3.4M shares
VANGUARD GROUP INC Institution	−$23.0M −82.9K shares	$937.8M 3.4M shares
B Brave Warrior Advisors, LLC Hedge Fund•Long/Short	−$19.7M −71.0K shares	$209.0M 753.0K shares
B BlackRock, Inc. Institution	−$17.7M −63.6K shares	$832.0M 3.0M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$17.2M −62.0K shares	$40.1M 144.5K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	−$16.5M −60.1K shares	Sold Off 0 shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	−$15.6M −56.1K shares	$11.4M 41.0K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$9.3M −33.5K shares	$27.8M 100.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PRI in Q3 2025

New Positions: 26
New Value: $7.9M
Exited Positions: 64
Exited Value: $74.5M

New Positions

Institution	Position Value
Ellsworth Advisors, LLC RIA/Wealth	$2.1M 7.7K shares
Moran Wealth Management, LLC RIA/Wealth	$2.1M 7.6K shares
Baker Ellis Asset Management LLC RIA/Wealth	$633.2K 2.3K shares
QRG CAPITAL MANAGEMENT, INC. Long Only Manager	$394.2K 1.4K shares
Kovitz Investment Group Partners, LLC RIA/Wealth	$353.1K 1.3K shares
FIDUCIARY FINANCIAL GROUP, LLC RIA/Wealth	$324.8K 1.2K shares
STEPHENS INC /AR/ RIA/Wealth	$303.9K 1.1K shares
Streettalk Advisors, LLC RIA/Wealth	$286.6K 1.0K shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Long Only Manager	$279.0K 1.0K shares
Aaron Wealth Advisors LLC RIA/Wealth	$253.4K 913.0 shares

Exited Positions

Institution	Previous Position
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$16.5M 60.1K shares
C Cubist Systematic Strategies, LLC Institution	$8.6M 31.5K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$7.9M 28.9K shares
Quantbot Technologies LLC Hedge Fund•Quant	$4.9M 17.7K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$4.5M 16.4K shares
Dorsey Wright & Associates ETF Provider	$3.6M 13.2K shares
A Allianz Asset Management AG Institution	$2.5M 9.1K shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed	$2.2M 8.0K shares
Empowered Funds, LLC ETF Provider	$1.8M 6.7K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$1.8M 6.6K shares

Options Activity

Institutions with the largest Call and Put options positions in PRI as of Q3 2025

Call Positions: 3
Call Value: $1.8M
Put Positions: 4
Put Value: $1.2M

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$916.0K 33.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$888.3K 32.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$610.7K 22.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$360.9K 13.0 contracts
Walleye Trading LLC RIA/Wealth	$277.6K 10.0 contracts
P PEAK6 LLC Institution	- - contracts

Most Committed Institutions

Institutions with PRI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Philo Smith Capital Corp Hedge Fund•Sector	James Earl Inglis President	9.16% $32.8M	0.36% 118.2K shares	Q3 2021 Held for 4y 2m	$358.4M
Quantum Capital Management, LLC / NJ RIA/Wealth	John J. Hughes President	7.09% $64.7M	0.72% 232.9K shares	Q3 2013 Held for 12y 2m	$912.1M
B Brave Warrior Advisors, LLC Hedge Fund•Long/Short	Donna M. Martel-Downing CCO	4.66% $209.0M	2.32% 753.0K shares	≤ Q2 2013 Held for 12y 5m+	$4.5B
Burgundy Asset Management Ltd. Long Only Manager	Robert Gareth Sankey CEO	3.37% $356.9M	4.09% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$10.6B
Sovereign's Capital Management, LLC Private Equity	Thomsen Paul Jacob Managing Partner	2.73% $5.0M	0.06% 18.1K shares	Q4 2024 Held for 11 months	$184.3M
PROSPECTOR PARTNERS LLC Hedge Fund•Long/Short	John Davies Gillespie Managing Partner	2.36% $19.3M	0.22% 69.7K shares	Q2 2015 Held for 10y 5m	$820.3M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	2.30% $943.7M	10.50% 3.4M shares	Q1 2014 Held for 11y 8m	$41.0B
LYRICAL ASSET MANAGEMENT LP Private Equity	Andrew Brian Wellington CIO	2.21% $156.9M	1.74% 565.2K shares	Q4 2021 Held for 3y 11m	$7.1B
Q QSV Equity Investors LLC Institution	-	2.11% $2.1M	0.02% 7.4K shares	Q4 2023 Held for 1y 11m	$97.9M
R Running Oak Capital LLC Institution	-	1.92% $17.1M	0.19% 61.5K shares	Q3 2022 Held for 3y 2m	$891.5M

Hedge Fund Spotlight

Discover hedge funds investing in PRI

ISAM Funds Ltd

Hedge Fund • Quant

Portfolio ManagerAlexander Lowe

Portfolio Value: $489.3M
Positions: 601
Last Reported: Q3 2025

Sector Allocation

Position in Primerica

Market Value: $347.5K
Shares Held: 1.3K
Portfolio Weight: 0.07%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Merck & Co. MRK	Drug Manufacturers - General Healthcare	$4.9M	1.00%
2 Chubb CB	Insurance - Property & Casualty Financial Services	$4.9M	1.00%
3 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$4.9M	0.99%