Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership34,452 shares
Latest Disclosed Value $ 8,629,430
Stifel Financial Corp reports 7.38% decrease in ownership of PRI / Primerica, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 34,452 shares of Primerica, Inc. (US:PRI) valued at $8,629,537 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 37,198 shares of Primerica, Inc.. This represents a change in shares of -7.38% during the quarter. The current value of the position is $8,884,137 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 34,452 -2,746 -7.38 8,629 -10.21 0.0019
2026-02-13 2025-12-31 13F PRIMERICA COM 74164M108 37,198 -3,006 -7.48 9,611 -13.89 0.0086
2025-11-12 2025-09-30 13F PRIMERICA COM 74164M108 40,204 -4,699 -10.46 11,160 -9.18 0.0102
2025-08-14 2025-06-30 13F PRIMERICA COM 74164M108 44,903 2,886 6.87 12,289 2.79 0.0120
2025-05-14 2025-03-31 13F PRIMERICA COM 74164M108 42,017 -22,266 -34.64 11,955 -31.48 0.0127
2025-02-13 2024-12-31 13F PRIMERICA COM 74164M108 64,283 299 0.47 17,448 2.84 0.0182
2024-11-14 2024-09-30 13F PRIMERICA COM 74164M108 63,984 333 0.52 16,965 12.66 0.0178
2024-08-13 2024-06-30 13F PRIMERICA COM 74164M108 63,651 -1,745 -2.67 15,059 -8.97 0.0169
2024-05-14 2024-03-31 13F PRIMERICA COM 74164M108 65,396 -1,722 -2.57 16,543 19.78 0.0188
2024-02-12 2023-12-31 13F PRIMERICA COM 74164M108 67,118 1,757 2.69 13,810 8.91 0.0174
2023-11-13 2023-09-30 13F PRIMERICA COM 74164M108 65,361 -667 -1.01 12,681 -2.89 0.0178
2023-08-14 2023-06-30 13F PRIMERICA COM 74164M108 66,028 -11,299 -14.61 13,058 -1.96 0.0179
2023-05-12 2023-03-31 13F PRIMERICA COM 74164M108 77,327 8,015 11.56 13,319 35.50 0.0191
2023-02-13 2022-12-31 13F PRIMERICA COM 74164M108 69,312 -1,268 -1.80 9,830 12.81 0.0148
2022-11-14 2022-09-30 13F PRIMERICA COM 74164M108 70,580 -1,194 -1.66 8,713 1.43 0.0143
2022-08-15 2022-06-30 13F PRIMERICA COM 74164M108 71,774 390 0.55 8,590 -12.04 0.0134
2022-05-13 2022-03-31 13F PRIMERICA COM 74164M108 71,384 -65 -0.09 9,766 -10.82 0.0133
2022-02-14 2021-12-31 13F PRIMERICA COM 74164M108 71,449 1,491 2.13 10,951 1.89 0.0145
2021-11-15 2021-09-30 13F PRIMERICA COM 74164M108 69,958 6,876 10.90 10,748 11.26 0.0158
2021-08-13 2021-06-30 13F PRIMERICA COM 74164M108 63,082 1,300 2.10 9,660 5.77 0.0145
2021-05-14 2021-03-31 13F PRIMERICA COM 74164M108 61,782 709 1.16 9,133 11.65 0.0151
2021-02-12 2020-12-31 13F PRIMERICA COM 74164M108 61,073 -39,951 -39.55 8,180 -28.44 0.0146
2020-11-16 2020-09-30 13F PRIMERICA COM 74164M108 101,024 -5,489 -5.15 11,431 -7.96 0.0235
2020-08-14 2020-06-30 13F PRIMERICA COM 74164M108 106,513 3,573 3.47 12,420 36.18 0.0286
2020-05-14 2020-03-31 13F PRIMERICA COM 74164M108 102,940 9,898 10.64 9,120 -24.88 0.0252
2020-02-13 2019-12-31 13F PRIMERICA COM 74164M108 93,042 6,852 7.95 12,140 10.72 0.0253
2019-11-19 2019-09-30 13F/A-1 PRIMERICA COM 74164M108 86,190 10,052 13.20 10,965 19.93 0.0280
2019-11-13 2019-09-30 13F PRIMERICA COM 74164M108 86,289 10,151 10,978 6,153.7192
2019-08-14 2019-06-30 13F PRIMERICA COM 74164M108 76,138 8,725 12.94 9,143 11.03 0.0236
2019-05-14 2019-03-31 13F PRIMERICA COM 74164M108 67,413 938 1.41 8,235 26.73 0.0233
2019-02-13 2018-12-31 13F PRIMERICA COM 74164M108 66,475 -10,283 -13.40 6,498 -29.77 0.0210
2018-11-13 2018-09-30 13F PRIMERICA COM 74164M108 76,758 4,631 6.42 9,253 29.03 0.0265
2018-08-14 2018-06-30 13F PRIMERICA COM 74164M108 72,127 4,623 6.85 7,171 9.88 0.0220
2018-05-11 2018-03-31 13F PRIMERICA COM 74164M108 67,504 8,933 15.25 6,526 9.44 0.0206
2018-02-14 2017-12-31 13F PRIMERICA COM 74164M108 58,571 1,466 2.57 5,963 27.85 0.0189
2017-11-13 2017-09-30 13F PRIMERICA COM 74164M108 57,105 3,086 5.71 4,664 13.92 0.0162
2017-08-14 2017-06-30 13F PRIMERICA COM 74164M108 54,019 1,002 1.89 4,094 -6.01 0.0152
2017-05-10 2017-03-31 13F PRIMERICA COM 74164M108 53,017 7,377 16.16 4,356 38.29 0.0169
2017-02-16 2016-12-31 13F PRIMERICA COM 74164M108 45,640 -8,814 -16.19 3,150 9.22 0.0134
2016-11-15 2016-09-30 13F PRIMERICA COM 74164M108 54,454 3,985 7.90 2,884 -0.21 0.0130
2016-08-17 2016-06-30 13F PRIMERICA COM 74164M108 50,469 4,514 9.82 2,890 41.18 0.0134
2016-05-16 2016-03-31 13F PRIMERICA COM 74164M108 45,955 3,131 7.31 2,047 1.19 0.0109
2016-03-21 2015-12-31 13F/A-2 PRIMERICA COM 74164M108 42,824 -715 -1.64 2,023 3.11 0.0105
2016-02-26 2015-12-31 13F/A-1 PRIMERICA COM 74164M108 42,824 0 2,023 0.0106
2016-02-16 2015-12-31 13F PRIMERICA COM 74164M108 42,824 2,948
2015-11-16 2015-09-30 13F PRIMERICA COM 74164M108 43,539 6,938 18.96 1,962 17.27 0.0110
2015-08-17 2015-06-30 13F/A-1 PRIMERICA COM 74164M108 36,601 2,285 6.66 1,673 -4.18 0.0086
2015-08-17 2015-06-30 13F PRIMERICA COM 74164M108 36,601 1,673
2015-05-14 2015-03-31 13F PRIMERICA COM 74164M108 34,316 10,237 42.51 1,746 33.69 0.0096
2015-02-13 2014-12-31 13F PRIMERICA COM 74164M108 24,079 3,784 18.64 1,306 33.40 0.0073
2014-11-13 2014-09-30 13F PRIMERICA COM 74164M108 20,295 -6,200 -23.40 979 -22.79 0.0086
2014-08-14 2014-06-30 13F PRIMERICA COM 74164M108 26,495 26,495 1,268 0.0114
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.