Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership74,329 shares
Latest Disclosed Value $ 18,617,927
UBS Group AG reports 43.54% decrease in ownership of PRI / Primerica, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 74,329 shares of Primerica, Inc. (US:PRI) valued at $18,617,928 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 131,656 shares of Primerica, Inc.. This represents a change in shares of -43.54% during the quarter. The current value of the position is $19,170,192 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)
2026-05-05 2026-03-31 13F PRIMERICA COM 74164M108 74,329 -57,327 -43.54 18,618 -45.27 0.0005
2026-01-29 2025-12-31 13F PRIMERICA COM 74164M108 131,656 38,626 41.52 34,015 31.71 0.0010
2025-11-13 2025-09-30 13F PRIMERICA COM 74164M108 93,030 25,964 38.71 25,824 40.71 0.0040
2025-08-14 2025-06-30 13F PRIMERICA COM 74164M108 67,066 -27,457 -29.05 18,354 -31.76 0.0032
2025-05-13 2025-03-31 13F PRIMERICA COM 74164M108 94,523 26,783 39.54 26,895 46.28 0.0049
2025-02-14 2024-12-31 13F PRIMERICA COM 74164M108 67,740 39,409 139.10 18,386 144.77 0.0034
2024-11-14 2024-09-30 13F PRIMERICA COM 74164M108 28,331 11,759 70.96 7,512 91.61 0.0016
2024-08-14 2024-06-30 13F PRIMERICA COM 74164M108 16,572 1,817 12.31 3,921 5.04 0.0010
2024-05-13 2024-03-31 13F PRIMERICA COM 74164M108 14,755 2,561 21.00 3,732 48.74 0.0009
2024-02-09 2023-12-31 13F PRIMERICA COM 74164M108 12,194 1,538 14.43 2,509 21.38 0.0008
2023-11-09 2023-09-30 13F PRIMERICA COM 74164M108 10,656 579 5.75 2,067 3.77 0.0007
2023-08-11 2023-06-30 13F PRIMERICA COM 74164M108 10,077 1,107 12.34 1,993 29.02 0.0007
2023-05-12 2023-03-31 13F PRIMERICA COM 74164M108 8,970 3,360 59.89 1,545 94.21 0.0006
2023-02-08 2022-12-31 13F PRIMERICA COM 74164M108 5,610 680 13.79 796 30.76 0.0003
2022-11-10 2022-09-30 13F PRIMERICA COM 74164M108 4,930 -10,371 -67.78 608 -66.79 0.0003
2022-08-10 2022-06-30 13F PRIMERICA COM 74164M108 15,301 -1,705 -10.03 1,831 -21.28 0.0008
2022-05-16 2022-03-31 13F PRIMERICA COM 74164M108 17,006 -20,959 -55.21 2,326 -60.03 0.0008
2022-02-14 2021-12-31 13F PRIMERICA COM 74164M108 37,965 3,485 10.11 5,819 9.85 0.0017
2021-11-15 2021-09-30 13F PRIMERICA COM 74164M108 34,480 -3,731 -9.76 5,297 -9.48 0.0017
2021-08-13 2021-06-30 13F PRIMERICA COM 74164M108 38,211 1,198 3.24 5,852 6.96 0.0019
2021-05-12 2021-03-31 13F PRIMERICA COM 74164M108 37,013 -5,117 -12.15 5,471 -3.05 0.0018
2021-02-11 2020-12-31 13F PRIMERICA COM 74164M108 42,130 -7,042 -14.32 5,643 1.42 0.0019
2020-11-12 2020-09-30 13F PRIMERICA COM 74164M108 49,172 34,822 242.66 5,564 232.58 0.0021
2020-07-31 2020-06-30 13F PRIMERICA COM 74164M108 14,350 3,014 26.59 1,673 66.80 0.0007
2020-05-01 2020-03-31 13F PRIMERICA COM 74164M108 11,336 -40,697 -78.21 1,003 -85.23 0.0005
2020-02-14 2019-12-31 13F PRIMERICA COM 74164M108 52,033 37,480 257.54 6,793 266.79 0.0024
2019-11-14 2019-09-30 13F PRIMERICA COM 74164M108 14,553 -5,636 -27.92 1,852 -23.53 0.0007
2019-08-14 2019-06-30 13F PRIMERICA COM 74164M108 20,189 13,594 206.13 2,422 200.50 0.0009
2019-05-14 2019-03-31 13F PRIMERICA COM 74164M108 6,595 -15,768 -70.51 806 -63.11 0.0003
2019-02-14 2018-12-31 13F PRIMERICA COM 74164M108 22,363 4,827 27.53 2,185 3.36 0.0010
2018-11-14 2018-09-30 13F PRIMERICA COM 74164M108 17,536 9,998 132.63 2,114 181.49 0.0008
2018-08-14 2018-06-30 13F PRIMERICA COM 74164M108 7,538 -3,160 -29.54 751 -27.37 0.0003
2018-05-15 2018-03-31 13F PRIMERICA COM 74164M108 10,698 -8,618 -44.62 1,034 -47.30 0.0004
2018-02-14 2017-12-31 13F PRIMERICA COM 74164M108 19,316 -31,582 -62.05 1,962 -52.73 0.0008
2017-11-14 2017-09-30 13F PRIMERICA COM 74164M108 50,898 7,302 16.75 4,151 25.67 0.0019
2017-11-14 2017-06-30 13F/A-1 PRIMERICA COM 74164M108 43,596 -7,010 -13.85 3,303 -20.60 0.0017
2017-08-14 2017-06-30 13F PRIMERICA COM 74164M108 43,596 -7,010 3,303
2017-11-14 2017-03-31 13F/A-1 PRIMERICA COM 74164M108 50,606 -7,697 -13.20 4,160 3.20 0.0023
2017-05-12 2017-03-31 13F PRIMERICA COM 74164M108 50,606 -7,697 4,160
2017-02-14 2016-12-31 13F PRIMERICA COM 74164M108 58,303 7,941 15.77 4,031 50.92 0.0022
2016-11-14 2016-09-30 13F PRIMERICA COM 74164M108 50,362 -1,797 -3.45 2,671 -10.55 0.0016
2016-08-12 2016-06-30 13F PRIMERICA COM 74164M108 52,159 -1,698 -3.15 2,986 24.47 0.0019
2016-05-12 2016-03-31 13F PRIMERICA COM 74164M108 53,857 -12,614 -18.98 2,399 -23.57 0.0016
2016-02-16 2015-12-31 13F PRIMERICA COM 74164M108 66,471 4,836 7.85 3,139 12.99 0.0020
2015-11-13 2015-09-30 13F PRIMERICA COM 74164M108 61,635 8,520 16.04 2,778 14.46 0.0020
2015-08-14 2015-06-30 13F PRIMERICA COM 74164M108 53,115 3,378 6.79 2,427 -4.15 0.0016
2015-05-14 2015-03-31 13F PRIMERICA COM 74164M108 49,737 -10,883 -17.95 2,532 -23.02 0.0017
2015-02-17 2014-12-31 13F PRIMERICA COM 74164M108 60,620 60,620 3,289 0.0023
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.