Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionVestmark Advisory Solutions, Inc.
Latest Disclosed Ownership15,297 shares
Latest Disclosed Value $ 3,831,593
Vestmark Advisory Solutions, Inc. reports 10.12% decrease in ownership of PRI / Primerica, Inc.

On May 15, 2026 - Vestmark Advisory Solutions, Inc. filed a 13F-HR form disclosing ownership of 15,297 shares of Primerica, Inc. (US:PRI) valued at $3,831,593 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 17,019 shares of Primerica, Inc.. This represents a change in shares of -10.12% during the quarter. The current value of the position is $3,902,265 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 15,297 -1,722 -10.12 3,832 -12.87 0.0263
2026-02-06 2025-12-31 13F PRIMERICA COM 74164M108 17,019 -932 -5.19 4,397 -11.76 0.0593
2025-11-10 2025-09-30 13F PRIMERICA COM 74164M108 17,951 70 0.39 4,983 1.84 0.0950
2025-08-06 2025-06-30 13F PRIMERICA COM 74164M108 17,881 -20,797 -53.77 4,893 -55.54 0.0707
2025-05-13 2025-03-31 13F PRIMERICA COM 74164M108 38,678 18,663 93.25 11,005 102.60 0.2834
2025-02-06 2024-12-31 13F PRIMERICA COM 74164M108 20,015 -47 -0.23 5,432 2.12 0.1871
2024-11-14 2024-09-30 13F PRIMERICA COM 74164M108 20,062 -6 -0.03 5,319 12.05 0.1980
2024-08-12 2024-06-30 13F PRIMERICA COM 74164M108 20,068 9 0.04 4,748 -6.44 0.1982
2024-05-15 2024-03-31 13F PRIMERICA COM 74164M108 20,059 -68 -0.34 5,074 22.53 0.2185
2024-02-06 2023-12-31 13F PRIMERICA COM 74164M108 20,127 -1,294 -6.04 4,141 -0.34 0.2104
2023-11-06 2023-09-30 13F PRIMERICA COM 74164M108 21,421 -263 -1.21 4,156 -3.10 0.3021
2023-08-07 2023-06-30 13F PRIMERICA COM 74164M108 21,684 -126 -0.58 4,288 14.16 0.1633
2023-05-09 2023-03-31 13F PRIMERICA COM 74164M108 21,810 -1,681 -7.16 3,757 12.76 0.1627
2023-01-20 2022-12-31 13F PRIMERICA COM 74164M108 23,491 97 0.41 3,332 15.34 0.1623
2022-11-03 2022-09-30 13F PRIMERICA COM 74164M108 23,394 3,994 20.59 2,888 24.38 0.1610
2022-08-04 2022-06-30 13F PRIMERICA COM 74164M108 19,400 5,691 41.51 2,322 23.77 0.1326
2022-04-27 2022-03-31 13F PRIMERICA COM 74164M108 13,709 25 0.18 1,876 -10.54 0.1062
2022-01-31 2021-12-31 13F PRIMERICA COM 74164M108 13,684 17 0.12 2,097 -0.14 0.1183
2021-11-15 2021-09-30 13F PRIMERICA COM 74164M108 13,667 156 1.15 2,100 1.50 0.1422
2021-08-09 2021-06-30 13F PRIMERICA COM 74164M108 13,511 1,427 11.81 2,069 15.85 0.1472
2021-05-10 2021-03-31 13F PRIMERICA COM 74164M108 12,084 12,084 1,786 0.1584
2021-02-04 2020-12-31 13F PRIMERICA COM 74164M108 0 -8,776 -100.00 0 -100.00
2020-10-19 2020-09-30 13F PRIMERICA COM 74164M108 8,776 262 3.08 993 0.00 0.1334
2020-08-13 2020-06-30 13F PRIMERICA COM 74164M108 8,514 684 8.74 993 43.29 0.1536
2020-05-06 2020-03-31 13F PRIMERICA COM 74164M108 7,830 7,830 693 0.1355
2020-02-14 2019-12-31 13F PRIMERICA COM 74164M108 0 -7,021 -100.00 0 -100.00
2019-11-05 2019-09-30 13F PRIMERICA COM 74164M108 7,021 782 12.53 893 19.39 0.1448
2019-08-20 2019-06-30 13F PRIMERICA COM 74164M108 6,239 359 6.11 748 4.18 0.1280
2019-05-14 2019-03-31 13F PRIMERICA COM 74164M108 5,880 5,880 718 0.1280
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.