Primerica, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2025 | 3.40 M | $943.70 M | -2.38% | 10.34% |
| VANGUARD GROUP INC | 11/07/2025 | 3.38 M | $937.75 M | -2.39% | 10.28% |
| BLACKROCK, INC. | 11/12/2025 | 3.00 M | $831.97 M | -2.08% | 9.12% |
| FMR LLC | 11/13/2025 | 2.89 M | $802.86 M | 0.30% | 8.80% |
| BAMCO INC /NY/ | 11/14/2025 | 1.41 M | $390.91 M | -11.37% | 4.28% |
| BURGUNDY ASSET MANAGEMENT LTD. | 11/12/2025 | 1.32 M | $356.87 M | -0.64% | 4.03% |
| STATE STREET CORP | 11/14/2025 | 1.03 M | $286.60 M | -1.78% | 3.14% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 756.38 K | $209.99 M | 1.81% | 2.30% |
| BRAVE WARRIOR ADVISORS, LLC | 11/14/2025 | 752.99 K | $209.02 M | -8.62% | 2.29% |
| FIDUCIARY MANAGEMENT INC /WI/ | 11/14/2025 | 640.26 K | $177.73 M | 30.91% | 1.95% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 613.33 K | $170.25 M | 0.41% | 1.87% |
| LYRICAL ASSET MANAGEMENT LP | 11/12/2025 | 565.17 K | $156.88 M | 8.82% | 1.72% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 492.08 K | $136.60 M | 12.37% | 1.50% |
| AGF MANAGEMENT LTD | 11/04/2025 | 413.74 K | $114.85 M | -0.76% | 1.26% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 347.53 K | $96.09 M | 25.45% | 1.06% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 321.06 K | $89.12 M | 0.40% | 0.98% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 315.91 K | $87.69 M | -0.86% | 0.96% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 310.84 K | $86.29 M | -4.31% | 0.95% |
| NORTHERN TRUST CORP | 11/14/2025 | 307.06 K | $85.24 M | -3.66% | 0.93% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2025 | 265.72 K | $73.76 M | 1.13% | 0.81% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 11/12/2025 | 256.77 K | $71.28 M | 2.65% | 0.78% |
| QUANTUM CAPITAL MANAGEMENT, LLC / NJ | 11/13/2025 | 232.94 K | $64.66 M | -0.44% | 0.71% |
| FIL LTD | 11/13/2025 | 202.13 K | $56.11 M | 7.19% | 0.61% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 186.88 K | $51.88 M | -0.06% | 0.57% |
| MORGAN STANLEY | 11/14/2025 | 184.52 K | $51.22 M | 2.40% | 0.56% |
| NORDEA INVESTMENT MANAGEMENT AB | 10/27/2025 | 184.44 K | $51.00 M | 100.00% | 0.56% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 11/13/2025 | 158.46 K | $43.99 M | 0.13% | 0.48% |
| NUVEEN, LLC | 11/12/2025 | 154.32 K | $42.84 M | -15.41% | 0.47% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 146.52 K | $40.67 M | 1.23% | 0.45% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 144.54 K | $40.12 M | -30.03% | 0.44% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 141.67 K | $39.33 M | -17.24% | 0.43% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 133.55 K | $37.07 M | 3.34% | 0.41% |
| JPMORGAN CHASE & CO | 11/26/2025 | 132.66 K | $36.83 M | -2.68% | 0.40% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 132.36 K | $36.74 M | -12.47% | 0.40% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 121.12 K | $33.62 M | 10.17% | 0.37% |
| INVESCO LTD. | 11/13/2025 | 119.13 K | $33.07 M | -11.99% | 0.36% |
| PHILOSMITH CAPITAL CORP | 10/22/2025 | 118.20 K | $32.81 M | 0.00% | 0.36% |
| DANSKE BANK A/S | 11/19/2025 | 109.50 K | $30.40 M | 100.00% | 0.33% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 105.39 K | $29.25 M | 96.71% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 100.19 K | $27.81 M | -25.06% | 0.30% |
| COPELAND CAPITAL MANAGEMENT, LLC | 10/17/2025 | 96.80 K | $26.87 M | -3.40% | 0.29% |
| UBS GROUP AG | 11/13/2025 | 93.03 K | $25.82 M | 38.71% | 0.28% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/14/2025 | 92.43 K | $25.66 M | -9.01% | 0.28% |
| SEI INVESTMENTS CO | 11/13/2025 | 92.28 K | $25.62 M | 8.99% | 0.28% |
| RHUMBLINE ADVISERS | 11/06/2025 | 88.45 K | $24.55 M | -2.31% | 0.27% |
| ROYAL BANK OF CANADA | 11/14/2025 | 83.36 K | $23.14 M | 102.93% | 0.25% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 79.29 K | $22.01 M | -24.51% | 0.24% |
| MAN GROUP PLC | 11/14/2025 | 76.24 K | $21.16 M | -16.02% | 0.23% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 74.90 K | $20.79 M | -64.51% | 0.23% |
| ALPS ADVISORS INC | 11/05/2025 | 73.94 K | $20.52 M | 100.00% | 0.22% |
Primerica, Inc. institutional Ownership - FAQ's
During the previous two years, 714 institutional investors and hedge funds held shares of Primerica, Inc.. The most heavily invested institutionals were:
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 3.4 M
VANGUARD GROUP INC: 3.38 M
BlackRock, Inc.: 3 M
FMR LLC: 2.89 M
BAMCO INC /NY/: 1.41 M
Burgundy Asset Management Ltd.: 1.32 M
90.78% of Primerica, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 42.22 M shares in the last 24 months. This purchase volume represents approximately $10.66 B in transactions.