Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership9,907 shares
Latest Disclosed Value $ 2,481,621
Creative Planning reports 51.28% increase in ownership of PRI / Primerica, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 9,907 shares of Primerica, Inc. (US:PRI) valued at $2,481,505 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,549 shares of Primerica, Inc.. This represents a change in shares of 51.28% during the quarter. The current value of the position is $2,527,276 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)
2026-05-12 2026-03-31 13F PRIMERICA COM 74164M108 9,907 3,358 51.28 2,482 46.63 0.0017
2026-02-17 2025-12-31 13F PRIMERICA COM 74164M108 6,549 -2,077 -24.08 1,692 -29.32 0.0012
2025-11-14 2025-09-30 13F PRIMERICA COM 74164M108 8,626 2,864 49.70 2,394 51.90 0.0018
2025-08-08 2025-06-30 13F PRIMERICA COM 74164M108 5,762 -248 -4.13 1,577 -7.84 0.0013
2025-05-15 2025-03-31 13F PRIMERICA COM 74164M108 6,010 -200 -3.22 1,710 1.48 0.0016
2025-02-14 2024-12-31 13F PRIMERICA COM 74164M108 6,210 127 2.09 1,686 4.53 0.0016
2024-10-11 2024-09-30 13F PRIMERICA COM 74164M108 6,083 40 0.66 1,613 12.81 0.0016
2024-08-15 2024-06-30 13F PRIMERICA COM 74164M108 6,043 167 2.84 1,430 -3.84 0.0015
2024-05-13 2024-03-31 13F PRIMERICA COM 74164M108 5,876 1,443 32.55 1,486 62.94 0.0016
2024-02-14 2023-12-31 13F PRIMERICA COM 74164M108 4,433 84 1.93 912 8.19 0.0017
2023-11-16 2023-09-30 13F PRIMERICA COM 74164M108 4,349 60 1.40 844 -0.59 0.0011
2023-07-21 2023-06-30 13F PRIMERICA COM 74164M108 4,289 1,743 68.46 848 93.61 0.0011
2023-05-15 2023-03-31 13F PRIMERICA COM 74164M108 2,546 487 23.65 439 50.00 0.0006
2023-02-10 2022-12-31 13F PRIMERICA COM 74164M108 2,059 267 14.90 292 32.13 0.0004
2022-11-03 2022-09-30 13F PRIMERICA COM 74164M108 1,792 1,792 221 0.0004
2021-08-04 2021-06-30 13F CreativePlanning COM 74164M108 0 -7,088 -100.00 0 -100.00
2021-04-30 2021-03-31 13F CreativePlanning COM 74164M108 7,088 7,088 1,048 0.0021
2020-01-30 2019-12-31 13F PRIMERICA COM 74164M108 0 -1,813 -100.00 0 -100.00
2019-11-01 2019-09-30 13F PRIMERICA COM 74164M108 1,813 33 1.85 231 7.94 0.0008
2019-07-26 2019-06-30 13F PRIMERICA COM 74164M108 1,780 -30 -1.66 214 -3.17 0.0007
2019-04-24 2019-03-31 13F PRIMERICA COM 74164M108 1,810 1,810 221 0.0008
2018-07-20 2018-06-30 13F PRIMERICA COM 74164M108 0 -8,251 -100.00 0 -100.00
2018-04-18 2018-03-31 13F PRIMERICA COM 74164M108 8,251 8,251 797 0.0032
2017-10-17 2017-09-30 13F PRIMERICA COM 74164M108 0 -703 -100.00 0 -100.00
2017-07-12 2017-06-30 13F PRIMERICA COM 74164M108 703 69 10.88 53 1.92 0.0003
2017-04-07 2017-03-31 13F PRIMERICA COM 74164M108 634 -2,140 -77.14 52 -72.92 0.0003
2017-01-09 2016-12-31 13F PRIMERICA COM 74164M108 2,774 -520 -15.79 192 9.71 0.0012
2016-10-12 2016-09-30 13F PRIMERICA COM 74164M108 3,294 2,449 289.82 175 264.58 0.0011
2016-07-12 2016-06-30 13F PRIMERICA COM 74164M108 845 144 20.54 48 54.84 0.0003
2016-04-08 2016-03-31 13F PRIMERICA COM 74164M108 701 0 0.00 31 -6.06 0.0002
2016-01-11 2015-12-31 13F PRIMERICA COM 74164M108 701 0 0.00 33 3.13 0.0003
2015-10-09 2015-09-30 13F PRIMERICA COM 74164M108 701 701 0.00 32 0.0003
2015-07-09 2015-06-30 13F PRIMERICA COM 74164M108 0 -600 -100.00 0 -100.00
2015-04-13 2015-03-31 13F PRIMERICA COM 74164M108 600 600 0.00 31 0.0003
2015-01-29 2014-12-31 13F PRIMERICA COM 74164M108 0 -600 -100.00 0 -100.00
2014-10-10 2014-09-30 13F PRIMERICA COM 74164M108 600 600 29 0.0003
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.