Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionCI Private Wealth, LLC
Latest Disclosed Ownership22,820 shares
Latest Disclosed Value $ 5,657,242
CI Private Wealth, LLC reports 82.06% increase in ownership of PRI / Primerica, Inc.

On May 15, 2026 - CI Private Wealth, LLC filed a 13F-HR form disclosing ownership of 22,820 shares of Primerica, Inc. (US:PRI) valued at $5,715,954 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 9, 2026 disclosing 12,534 shares of Primerica, Inc.. This represents a change in shares of 82.06% during the quarter. The current value of the position is $5,884,593 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)
2026-05-15 2026-03-31 13F PRIMERICA COM 74164M108 22,820 10,286 82.06 5,657 74.71 0.0081
2026-03-09 2025-12-31 13F/A-1 PRIMERICA COM 74164M108 12,534 3,179 33.98 3,238 24.73 0.0044
2026-02-19 2025-12-31 13F PRIMERICA COM 74164M108 48,049 38,694 3,238 0.0012
2025-11-14 2025-09-30 13F PRIMERICA COM 74164M108 9,355 985 11.77 2,597 13.36 0.0041
2025-09-26 2025-06-30 13F/A-1 PRIMERICA COM 74164M108 8,370 -1,912 -18.60 2,291 -21.71 0.0030
2025-08-15 2025-06-30 13F PRIMERICA COM 74164M108 8,370 -1,912 2,291 0.0019
2025-05-14 2025-03-31 13F PRIMERICA COM 74164M108 10,282 1,636 18.92 2,926 24.68 0.0048
2025-02-10 2024-12-31 13F PRIMERICA COM 74164M108 8,646 119 1.40 2,347 3.81 0.0039
2024-11-12 2024-09-30 13F PRIMERICA COM 74164M108 8,527 -1,957 -18.67 2,261 -8.87 0.0035
2024-08-13 2024-06-30 13F PRIMERICA COM 74164M108 10,484 1,804 20.78 2,480 12.98 0.0043
2024-05-09 2024-03-31 13F PRIMERICA COM 74164M108 8,680 -51 -0.58 2,196 22.22 0.0039
2024-02-09 2023-12-31 13F PRIMERICA COM 74164M108 8,731 961 12.37 1,796 19.18 0.0033
2023-11-03 2023-09-30 13F PRIMERICA COM 74164M108 7,770 7,770 1,507 0.0035
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.