Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionTruist Financial Corp
Latest Disclosed Ownership7,130 shares
Latest Disclosed Value $ 1,785,912
Truist Financial Corp reports 1.41% increase in ownership of PRI / Primerica, Inc.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 7,130 shares of Primerica, Inc. (US:PRI) valued at $1,785,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 7,031 shares of Primerica, Inc.. This represents a change in shares of 1.41% during the quarter. The current value of the position is $1,818,863 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F PRIMERICA COM 74164M108 7,130 99 1.41 1,786 -1.71 0.0013
2026-02-02 2025-12-31 13F PRIMERICA COM 74164M108 7,031 -191 -2.64 1,816 -9.38 0.0024
2025-11-03 2025-09-30 13F PRIMERICA COM 74164M108 7,222 -1,148 -13.72 2,005 -12.49 0.0027
2025-07-18 2025-06-30 13F PRIMERICA COM 74164M108 8,370 1,354 19.30 2,291 14.73 0.0034
2025-04-29 2025-03-31 13F PRIMERICA COM 74164M108 7,016 -663 -8.63 1,996 -4.22 0.0032
2025-01-31 2024-12-31 13F PRIMERICA COM 74164M108 7,679 25 0.33 2,084 2.71 0.0033
2024-11-13 2024-09-30 13F PRIMERICA COM 74164M108 7,654 -350 -4.37 2,030 7.18 0.0032
2024-08-21 2024-06-30 13F PRIMERICA COM 74164M108 8,004 630 8.54 1,894 1.50 0.0029
2024-05-13 2024-03-31 13F PRIMERICA COM 74164M108 7,374 -10,687 -59.17 1,865 -49.81 0.0028
2024-02-02 2023-12-31 13F PRIMERICA COM 74164M108 18,061 28 0.16 3,716 6.23 0.0059
2023-11-14 2023-09-30 13F PRIMERICA COM 74164M108 18,033 397 2.25 3,499 0.32 0.0058
2023-08-01 2023-06-30 13F PRIMERICA COM 74164M108 17,636 -1,505 -7.86 3,488 5.79 0.0058
2023-05-05 2023-03-31 13F PRIMERICA COM 74164M108 19,141 -2,817 -12.83 3,297 5.84 0.0057
2023-02-17 2022-12-31 13F PRIMERICA COM 74164M108 21,958 42 0.19 3,114 15.08 0.0055
2022-10-26 2022-09-30 13F PRIMERICA COM 74164M108 21,916 -182 -0.82 2,706 2.31 0.0052
2022-07-22 2022-06-30 13F PRIMERICA COM 74164M108 22,098 -4,240 -16.10 2,645 -26.61 0.0049
2022-04-22 2022-03-31 13F PRIMERICA COM 74164M108 26,338 874 3.43 3,604 -7.66 0.0057
2022-02-14 2021-12-31 13F PRIMERICA COM 74164M108 25,464 1,516 6.33 3,903 6.09 0.0059
2021-11-05 2021-09-30 13F PRIMERICA COM 74164M108 23,948 -529 -2.16 3,679 -1.87 0.0060
2021-08-16 2021-06-30 13F PRIMERICA COM 74164M108 24,477 2,783 12.83 3,749 16.90 0.0061
2021-05-17 2021-03-31 13F PRIMERICA COM 74164M108 21,694 1,686 8.43 3,207 19.71 0.0056
2021-11-19 2020-12-31 13F/A-1 PRIMERICA COM 74164M108 20,008 -9,221 -31.55 2,679 -18.97 0.0051
2021-02-18 2020-12-31 13F PRIMERICA COM 74164M108 22,538 -6,691 3,018 0.0056
2021-11-05 2020-09-30 13F/A-1 PRIMERICA COM 74164M108 29,229 -2,554 -8.04 3,306 -10.79 0.0072
2020-11-13 2020-09-30 13F PRIMERICA COM 74164M108 29,229 -2,554 3,306 0.0071
2021-11-16 2020-06-30 13F/A-1 PRIMERICA COM 74164M108 31,783 2,454 8.37 3,706 42.81 0.0083
2020-08-14 2020-06-30 13F PRIMERICA COM 74164M108 31,783 2,454 3,706 0.0082
2021-11-05 2020-03-31 13F/A-1 PRIMERICA COM 74164M108 29,329 3,692 14.40 2,595 -22.44 0.0068
2020-05-15 2020-03-31 13F PRIMERICA COM 74164M108 29,329 3,692 2,595 0.0068
2021-11-16 2019-12-31 13F/A-1 PRIMERICA COM 74164M108 25,637 21,248 484.12 3,346 499.64 0.0068
2020-02-14 2019-12-31 13F PRIMERICA COM 74164M108 25,637 21,248 3,346 0.0067
2019-10-31 2019-09-30 13F PRIMERICA COMMON STOCK 74164M108 4,389 262 6.35 558 12.73 0.0096
2019-07-24 2019-06-30 13F PRIMERICA COMMON STOCK 74164M108 4,127 -98 -2.32 495 -4.07 0.0086
2019-04-23 2019-03-31 13F PRIMERICA COMMON STOCK 74164M108 4,225 12 0.28 516 25.55 0.0092
2019-01-22 2018-12-31 13F PRIMERICA COMMON STOCK 74164M108 4,213 159 3.92 411 -15.95 0.0084
2018-10-17 2018-09-30 13F PRIMERICA COMMON STOCK 74164M108 4,054 374 10.16 489 33.24 0.0088
2018-07-26 2018-06-30 13F PRIMERICA COMMON STOCK 74164M108 3,680 -7 -0.19 367 3.09 0.0070
2018-04-20 2018-03-31 13F PRIMERICA COMMON STOCK 74164M108 3,687 -457 -11.03 356 -15.44 0.0068
2018-01-29 2017-12-31 13F PRIMERICA COMMON STOCK 74164M108 4,144 161 4.04 421 29.94 0.0079
2017-10-23 2017-09-30 13F PRIMERICA COMMON STOCK 74164M108 3,983 -63 -1.56 324 5.88 0.0063
2017-07-20 2017-06-30 13F PRIMERICA COMMON STOCK 74164M108 4,046 -133 -3.18 306 -11.05 0.0061
2017-04-28 2017-03-31 13F PRIMERICA COMMON STOCK 74164M108 4,179 -537 -11.39 344 5.20 0.0069
2017-02-02 2016-12-31 13F PRIMERICA COMMON STOCK 74164M108 4,716 -542 -10.31 327 17.20 0.0067
2016-11-01 2016-09-30 13F PRIMERICA COMMON STOCK 74164M108 5,258 -746 -12.43 279 -18.66 0.0057
2016-08-01 2016-06-30 13F PRIMERICA COMMON STOCK 74164M108 6,004 -654 -9.82 343 15.49 0.0072
2016-05-05 2016-03-31 13F PRIMERICA COMMON STOCK 74164M108 6,658 909 15.81 297 9.19 0.0077
2016-01-28 2015-12-31 13F PRIMERICA COMMON STOCK 74164M108 5,749 8 0.14 272 5.02 0.0071
2015-11-04 2015-09-30 13F PRIMERICA COMMON STOCK 74164M108 5,741 -612 -9.63 259 -10.69 0.0067
2015-07-29 2015-06-30 13F PRIMERICA COMMON STOCK 74164M108 6,353 -89 -1.38 290 -11.31 0.0078
2015-04-23 2015-03-31 13F PRIMERICA COMMON STOCK 74164M108 6,442 543 9.20 327 2.19 0.0094
2015-01-26 2014-12-31 13F PRIMERICA COMMON STOCK 74164M108 5,899 406 7.39 320 20.75 0.0094
2014-10-21 2014-09-30 13F PRIMERICA COMMON STOCK 74164M108 5,493 5,493 265 0.0080
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.