Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionJlb & Associates Inc
Latest Disclosed Ownership17,443 shares
Latest Disclosed Value $ 4,369,127
Jlb & Associates Inc reports 6.62% decrease in ownership of PRI / Primerica, Inc.

On May 4, 2026 - Jlb & Associates Inc filed a 13F-HR form disclosing ownership of 17,443 shares of Primerica, Inc. (US:PRI) valued at $4,369,123 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 18,679 shares of Primerica, Inc.. This represents a change in shares of -6.62% during the quarter. The current value of the position is $4,449,709 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)
2026-05-04 2026-03-31 13F PRIMERICA COM 74164M108 17,443 -1,236 -6.62 4,369 -9.45 0.6273
2026-02-03 2025-12-31 13F PRIMERICA COM 74164M108 18,679 51 0.27 4,826 -6.67 0.6510
2025-10-30 2025-09-30 13F PRIMERICA COM 74164M108 18,628 172 0.93 5,171 2.38 0.6800
2025-07-17 2025-06-30 13F PRIMERICA COM 74164M108 18,456 -706 -3.68 5,051 -7.37 0.7043
2025-04-17 2025-03-31 13F PRIMERICA COM 74164M108 19,162 -600 -3.04 5,452 1.66 0.7603
2025-02-03 2024-12-31 13F PRIMERICA COM 74164M108 19,762 883 4.68 5,364 7.15 0.7282
2024-10-02 2024-09-30 13F PRIMERICA COM 74164M108 18,879 5,908 45.55 5,006 63.14 0.6441
2024-07-18 2024-06-30 13F PRIMERICA COM 74164M108 12,971 3,142 31.97 3,069 23.41 0.4143
2024-04-30 2024-03-31 13F PRIMERICA COM 74164M108 9,829 4,707 91.90 2,486 136.09 0.3306
2024-01-22 2023-12-31 13F PRIMERICA COM 74164M108 5,122 3,361 190.86 1,054 208.80 0.1515
2023-11-01 2023-09-30 13F PRIMERICA COM 74164M108 1,761 1,761 342 0.0536
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.