Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership214,699 shares
Latest Disclosed Value $ 53,778,077
Morgan Stanley reports 4.08% decrease in ownership of PRI / Primerica, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 214,699 shares of Primerica, Inc. (US:PRI) valued at $53,777,806 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 223,841 shares of Primerica, Inc.. This represents a change in shares of -4.08% during the quarter. The current value of the position is $55,364,431 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 214,699 -9,142 -4.08 53,778 -7.01 0.0032
2026-05-27 2025-12-31 13F/A-1 PRIMERICA COM 74164M108 223,841 39,323 21.31 57,832 12.91 0.0035
2026-02-13 2025-12-31 13F PRIMERICA COM 74164M108 223,841 39,323 57,832 0.0035
2026-05-27 2025-09-30 13F/A-1 PRIMERICA COM 74164M108 184,518 4,331 2.40 51,221 3.87 0.0031
2025-11-14 2025-09-30 13F PRIMERICA COM 74164M108 184,518 4,331 51,221 0.0031
2025-08-15 2025-06-30 13F PRIMERICA COM 74164M108 180,187 -8,086 -4.29 49,312 -7.95 0.0032
2025-05-15 2025-03-31 13F PRIMERICA COM 74164M108 188,273 -15,222 -7.48 53,570 -3.01 0.0038
2025-05-15 2024-12-31 13F/A-1 PRIMERICA COM 74164M108 203,495 24,543 13.71 55,233 16.40 0.0039
2025-02-14 2024-12-31 13F PRIMERICA COM 74164M108 203,495 24,543 55,233 0.0039
2025-05-14 2024-09-30 13F/A-2 PRIMERICA COM 74164M108 178,952 -37,687 -17.40 47,450 -7.42 0.0034
2025-02-14 2024-09-30 13F/A-1 PRIMERICA COM 74164M108 178,952 -37,687 47,450 0.0034
2024-11-14 2024-09-30 13F PRIMERICA COM 74164M108 178,952 -37,687 47,450 0.0004
2025-05-14 2024-06-30 13F/A-2 PRIMERICA COM 74164M108 216,639 -5,458 -2.46 51,253 -8.78 0.0040
2024-10-17 2024-06-30 13F/A-1 PRIMERICA COM 74164M108 216,639 -5,458 51,253 0.0040
2024-08-14 2024-06-30 13F PRIMERICA COM 74164M108 216,639 -5,458 51,253 0.0040
2024-10-17 2024-03-31 13F/A-2 PRIMERICA COM 74164M108 222,097 13,871 6.66 56,182 31.13 0.0045
2024-08-16 2024-03-31 13F/A-1 PRIMERICA COM 74164M108 222,097 13,871 56,182 0.0005
2024-05-15 2024-03-31 13F PRIMERICA COM 74164M108 222,097 13,871 56,182 0.0045
2024-08-16 2023-12-31 13F/A-1 PRIMERICA COM 74164M108 208,226 -436 -0.21 42,845 5.84 0.0038
2024-02-13 2023-12-31 13F PRIMERICA COM 74164M108 208,226 -436 42,845 0.0038
2023-11-15 2023-09-30 13F PRIMERICA COM 74164M108 208,662 3,523 1.72 40,483 -0.21 0.0041
2023-08-14 2023-06-30 13F PRIMERICA COM 74164M108 205,139 35,523 20.94 40,569 38.86 0.0040
2023-05-15 2023-03-31 13F PRIMERICA COM 74164M108 169,616 -9,743 -5.43 29,215 14.85 0.0031
2023-02-14 2022-12-31 13F PRIMERICA COM 74164M108 179,359 36,228 25.31 25,437 43.96 0.0029
2022-11-14 2022-09-30 13F PRIMERICA COM 74164M108 143,131 20,342 16.57 17,669 20.23 0.0024
2022-10-27 2022-06-30 13F/A-1 PRIMERICA COM 74164M108 122,789 83,578 213.15 14,696 173.92 0.0019
2022-08-15 2022-06-30 13F PRIMERICA COM 74164M108 122,789 83,578 14,696 0.0019
2022-10-27 2022-03-31 13F/A-1 PRIMERICA COM 74164M108 39,211 -10,375 -20.92 5,365 -29.42 0.0007
2022-05-13 2022-03-31 13F PRIMERICA COM 74164M108 39,211 -10,375 5,365 0.0007
2022-02-14 2021-12-31 13F PRIMERICA COM 74164M108 49,586 -626 -1.25 7,601 -1.46 0.0009
2021-11-15 2021-09-30 13F PRIMERICA COM 74164M108 50,212 -6,511 -11.48 7,714 -11.20 0.0010
2021-08-23 2021-06-30 13F/A-1 PRIMERICA COM 74164M108 56,723 -5,084 -8.23 8,687 -4.93 0.0011
2021-08-16 2021-06-30 13F PRIMERICA COM 74164M108 56,723 -5,084 8,687 0.0002
2021-05-17 2021-03-31 13F PRIMERICA COM 74164M108 61,807 -10,176 -14.14 9,137 -5.22 0.0013
2021-02-16 2020-12-31 13F PRIMERICA COM 74164M108 71,983 60,550 529.61 9,640 646.13 0.0015
2020-11-13 2020-09-30 13F PRIMERICA COM 74164M108 11,433 -6,417 -35.95 1,292 -37.91 0.0002
2020-08-14 2020-06-30 13F PRIMERICA COM 74164M108 17,850 -4,793 -21.17 2,081 3.84 0.0005
2020-05-26 2020-03-31 13F/A-1 PRIMERICA COM 74164M108 22,643 -24,219 -51.68 2,004 -67.25 0.0005
2020-05-15 2020-03-31 13F PRIMERICA COM 74164M108 22,643 -24,219 2,004 153.9490
2020-02-14 2019-12-31 13F PRIMERICA COM 74164M108 46,862 26,222 127.04 6,119 133.10 0.0014
2019-11-14 2019-09-30 13F PRIMERICA COM 74164M108 20,640 -91,976 -81.67 2,625 -80.57 0.0007
2019-08-14 2019-06-30 13F PRIMERICA COM 74164M108 112,616 86,683 334.26 13,508 326.52 0.0036
2019-05-15 2019-03-31 13F PRIMERICA COM 74164M108 25,933 -74,414 -74.16 3,167 -67.70 0.0009
2019-02-14 2018-12-31 13F PRIMERICA COM 74164M108 100,347 -24,233 -19.45 9,805 -34.71 0.0029
2019-04-23 2018-09-30 13F/A-2 PRIMERICA COM 74164M108 124,580 -37,718 -23.24 15,017 -7.11 0.0038
2018-11-20 2018-09-30 13F/A-1 PRIMERICA COM 74164M108 124,580 0 15,017 0.0038
2018-11-14 2018-09-30 13F PRIMERICA COM 74164M108 124,580 -37,718 15,017
2019-04-23 2018-06-30 13F/A-1 PRIMERICA COM 74164M108 162,298 -35,627 -18.00 16,166 -15.45 0.0044
2018-08-14 2018-06-30 13F PRIMERICA COM 74164M108 162,298 -35,627 16,166
2019-04-23 2018-03-31 13F/A-1 PRIMERICA COM 74164M108 197,925 8,342 4.40 19,120 -0.69 0.0053
2018-05-14 2018-03-31 13F PRIMERICA COM 74164M108 197,925 8,342 19,120
2019-04-23 2017-12-31 13F/A-1 PRIMERICA COM 74164M108 189,583 8,797 4.87 19,253 30.59 0.0053
2018-02-14 2017-12-31 13F PRIMERICA COM 74164M108 189,583 8,797 19,253
2017-11-14 2017-09-30 13F PRIMERICA COM 74164M108 180,786 55,603 44.42 14,743 55.48 0.0044
2017-08-11 2017-06-30 13F PRIMERICA COM 74164M108 125,183 -72,369 -36.63 9,482 -41.61 0.0029
2017-05-22 2017-03-31 13F/A-1 PRIMERICA COM 74164M108 197,552 -102,541 -34.17 16,238 -21.75 0.0050
2017-05-12 2017-03-31 13F PRIMERICA COM 74164M108 197,552 16,238
2017-02-22 2016-12-31 13F/A-1 PRIMERICA COM 74164M108 300,093 214,915 252.31 20,751 359.40 0.0068
2017-02-13 2016-12-31 13F PRIMERICA COM 74164M108 300,093 20,751
2016-11-10 2016-09-30 13F PRIMERICA COM 74164M108 85,178 41,241 93.86 4,517 79.60 0.0015
2016-08-12 2016-06-30 13F PRIMERICA COM 74164M108 43,937 35,388 413.94 2,515 561.84 0.0009
2016-05-12 2016-03-31 13F PRIMERICA COM 74164M108 8,549 -22,466 -72.44 380 -74.04 0.0001
2016-02-09 2015-12-31 13F PRIMERICA COM 74164M108 31,015 17,553 130.39 1,464 141.19 0.0005
2016-02-08 2015-09-30 13F/A-1 PRIMERICA COM 74164M108 13,462 -52,589 -79.62 607 -79.89 0.0002
2015-11-09 2015-09-30 13F PRIMERICA COM 74164M108 13,462 607
2015-08-12 2015-06-30 13F PRIMERICA COM 74164M108 66,051 -53,243 -44.63 3,018 -50.30 0.0010
2015-05-14 2015-03-31 13F PRIMERICA COM 74164M108 119,294 94,814 387.31 6,072 357.23 0.0022
2015-02-13 2014-12-31 13F PRIMERICA COM 74164M108 24,480 15,608 175.92 1,328 210.28 0.0005
2014-12-16 2014-09-30 13F/A-1 PRIMERICA COM 74164M108 8,872 -47,002 -84.12 428 -83.74 0.0002
2014-11-14 2014-09-30 13F PRIMERICA COM 74164M108 8,872 428
2014-05-13 2014-03-31 13F PRIMERICA COM 74164M108 55,874 -34,868 -38.43 2,632 -32.41 0.0011
2014-02-13 2013-12-31 13F PRIMERICA COM 74164M108 90,742 70,666 351.99 3,894 380.74 0.0017
2013-11-13 2013-09-30 13F PRIMERICA INC COM STK COM 74164M108 20,076 5,654 39.20 810 50.00 0.0004
2013-08-08 2013-06-30 13F PRIMERICA INC COM STK COM 74164M108 14,422 14,422 540 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.