Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership2,176 shares
Latest Disclosed Value $ 562,191
CIBC Private Wealth Group, LLC reports 41.12% increase in ownership of PRI / Primerica, Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 2,176 shares of Primerica, Inc. (US:PRI) valued at $562,191 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 1,542 shares of Primerica, Inc.. This represents a change in shares of 41.12% during the quarter. The current value of the position is $578,468 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)
2026-02-12 2025-12-31 13F PRIMERICA COM 74164M108 2,176 634 41.12 562 31.31 0.0010
2025-11-24 2025-09-30 13F PRIMERICA COM 74164M108 1,542 146 10.46 428 12.04 0.0007
2025-08-12 2025-06-30 13F PRIMERICA COM 74164M108 1,396 324 30.22 382 46.36 0.0007
2025-05-14 2025-03-31 13F PRIMERICA COM 74164M108 1,072 259 31.86 262 15.49 0.0006
2025-02-12 2024-12-31 13F Primerica COM 74164M108 813 78 10.61 226 16.49 0.0004
2024-11-13 2024-09-30 13F Primerica COM 74164M108 735 -1,319 -64.22 195 -59.50 0.0003
2024-08-09 2024-06-30 13F Primerica COM 74164M108 2,054 -1,174 -36.37 480 -41.08 0.0009
2024-05-10 2024-03-31 13F Primerica COM 74164M108 3,228 -56 -1.71 813 20.44 0.0016
2024-02-13 2023-12-31 13F PRIMERICA INC COM COM 74164M108 3,284 3,284 676 0.0014
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.