Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership650,578 shares
Latest Disclosed Value $ 162,949,816
Dimensional Fund Advisors Lp reports 1.19% increase in ownership of PRI / Primerica, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 650,578 shares of Primerica, Inc. (US:PRI) valued at $162,956,777 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 642,950 shares of Primerica, Inc.. This represents a change in shares of 1.19% during the quarter. The current value of the position is $165,962,448 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)
2026-05-07 2026-03-31 13F PRIMERICA COM 74164M108 650,578 7,628 1.19 162,950 -1.91 0.0073
2026-02-12 2025-12-31 13F PRIMERICA COM 74164M108 642,950 29,621 4.83 166,119 -2.43 0.0348
2025-11-12 2025-09-30 13F PRIMERICA COM 74164M108 613,329 2,525 0.41 170,248 1.86 0.0365
2025-08-12 2025-06-30 13F PRIMERICA COM 74164M108 610,804 -633 -0.10 167,146 -3.92 0.0387
2025-05-13 2025-03-31 13F PRIMERICA COM 74164M108 611,437 16,350 2.75 173,963 7.71 0.0432
2025-02-13 2024-12-31 13F PRIMERICA COM 74164M108 595,087 -22,163 -3.59 161,515 -1.31 0.0388
2024-11-07 2024-09-30 13F PRIMERICA COM 74164M108 617,250 -20,503 -3.21 163,658 8.47 0.0397
2024-08-09 2024-06-30 13F PRIMERICA COM 74164M108 637,753 21,836 3.55 150,880 -3.16 0.0394
2024-05-10 2024-03-31 13F PRIMERICA COM 74164M108 615,917 -40,344 -6.15 155,802 15.38 0.0422
2024-02-07 2023-12-31 13F PRIMERICA COM 74164M108 656,261 -31,317 -4.55 135,034 1.22 0.0394
2023-11-09 2023-09-30 13F PRIMERICA COM 74164M108 687,578 -60,085 -8.04 133,406 -9.78 0.0438
2023-08-09 2023-06-30 13F PRIMERICA COM 74164M108 747,663 -59,418 -7.36 147,861 6.37 0.0471
2023-05-12 2023-03-31 13F PRIMERICA COM 74164M108 807,081 -5,119 -0.63 139,005 120,773.04 0.0468
2023-02-09 2022-12-31 13F PRIMERICA COM 74164M108 812,200 22,486 2.85 115 -99.88 0.0340
2022-11-10 2022-09-30 13F PRIMERICA COM 74164M108 789,714 23,225 3.03 97,492 6.28 0.0374
2022-08-12 2022-06-30 13F PRIMERICA COM 74164M108 766,489 -1,737 -0.23 91,734 -12.73 0.0329
2022-05-13 2022-03-31 13F PRIMERICA COM 74164M108 768,226 1,839 0.24 105,111 -10.52 0.0324
2022-02-09 2021-12-31 13F PRIMERICA COM 74164M108 766,387 -7,739 -1.00 117,464 -1.24 0.0355
2021-11-12 2021-09-30 13F PRIMERICA COM 74164M108 774,126 5,564 0.72 118,936 1.05 0.0383
2021-08-12 2021-06-30 13F PRIMERICA COM 74164M108 768,562 2,442 0.32 117,697 3.92 0.0373
2021-05-14 2021-03-31 13F PRIMERICA COM 74164M108 766,120 7,222 0.95 113,252 11.42 0.0375
2021-03-08 2020-12-31 13F/A-2 PRIMERICA COM 74164M108 758,898 1,773 0.23 101,640 18.66 0.0367
2021-02-11 2020-12-31 13F PRIMERICA COM 74164M108 758,898 1,773 101,640 36,706.9655
2020-11-12 2020-09-30 13F PRIMERICA COM 74164M108 757,125 -4,045 -0.53 85,658 -3.48 0.0363
2020-08-13 2020-06-30 13F PRIMERICA COM 74164M108 761,170 -1,295 -0.17 88,743 31.53 0.0390
2020-05-14 2020-03-31 13F PRIMERICA COM 74164M108 762,465 -5,436 -0.71 67,468 -32.70 0.0351
2020-02-14 2019-12-31 13F PRIMERICA COM 74164M108 767,901 -13,214 -1.69 100,257 0.88 0.0365
2019-11-12 2019-09-30 13F PRIMERICA COM 74164M108 781,115 -50,367 -6.06 99,383 -0.36 0.0386
2019-08-13 2019-06-30 13F PRIMERICA COM 74164M108 831,482 -98,151 -10.56 99,741 -12.17 0.0387
2019-08-12 2019-03-31 13F/A-2 PRIMERICA COM 74164M108 929,633 -108,183 -10.42 113,556 11.98 0.0452
2019-05-10 2019-03-31 13F PRIMERICA COM 74164M108 929,633 -108,183 113,556
2019-02-26 2018-12-31 13F/A-1 PRIMERICA COM 74164M108 1,037,816 -59,950 -5.46 101,403 -23.37 0.0459
2019-02-13 2018-12-31 13F PRIMERICA COM 74164M108 1,037,816 -59,950 101,403
2018-11-13 2018-09-30 13F PRIMERICA COM 74164M108 1,097,766 -80,504 -6.83 132,336 12.77 0.0504
2018-08-10 2018-06-30 13F PRIMERICA COM 74164M108 1,178,270 -161,831 -12.08 117,355 -9.35 0.0468
2018-05-11 2018-03-31 13F PRIMERICA COM 74164M108 1,340,101 -26,049 -1.91 129,454 -6.69 0.0540
2018-02-12 2017-12-31 13F PRIMERICA COM 74164M108 1,366,150 -37,386 -2.66 138,736 21.21 0.0575
2017-11-13 2017-09-30 13F PRIMERICA COM 74164M108 1,403,536 -68,228 -4.64 114,459 2.67 0.0500
2017-08-11 2017-06-30 13F PRIMERICA COM 74164M108 1,471,764 -46,455 -3.06 111,487 -10.67 0.0515
2017-05-12 2017-03-31 13F PRIMERICA COM 74164M108 1,518,219 -95,751 -5.93 124,797 11.82 0.0596
2017-02-09 2016-12-31 13F PRIMERICA COM 74164M108 1,613,970 -64,200 -3.83 111,608 25.41 0.0557
2016-11-10 2016-09-30 13F PRIMERICA COM 74164M108 1,678,170 33,158 2.02 88,993 -5.49 0.0481
2016-08-09 2016-06-30 13F PRIMERICA COM 74164M108 1,645,012 21,901 1.35 94,159 30.27 0.0542
2016-05-13 2016-03-31 13F PRIMERICA COM 74164M108 1,623,111 -10,509 -0.64 72,279 -6.32 0.0433
2016-02-10 2015-12-31 13F PRIMERICA COM 74164M108 1,633,620 130,628 8.69 77,158 13.91 0.0481
2015-11-13 2015-09-30 13F PRIMERICA COM 74164M108 1,502,992 104,624 7.48 67,738 6.02 0.0445
2015-08-14 2015-06-30 13F PRIMERICA COM 74164M108 1,398,368 55,827 4.16 63,892 -6.50 0.0391
2015-05-14 2015-03-31 13F PRIMERICA COM 74164M108 1,342,541 19,956 1.51 68,335 -4.78 0.0432
2015-02-06 2014-12-31 13F PRIMERICA COM 74164M108 1,322,585 37,034 2.88 71,766 15.77 0.0471
2014-11-13 2014-09-30 13F PRIMERICA COM 74164M108 1,285,551 30,912 2.46 61,991 3.26 0.0439
2014-08-08 2014-06-30 13F PRIMERICA COM 74164M108 1,254,639 137,616 12.32 60,034 14.09 0.0417
2014-05-14 2014-03-31 13F PRIMERICA COM 74164M108 1,117,023 105,084 10.38 52,621 21.18 0.0393
2014-02-12 2013-12-31 13F PRIMERICA COM 74164M108 1,011,939 51,048 5.31 43,423 12.03 0.0338
2013-11-13 2013-09-30 13F PRIMERICA COM 74164M108 960,891 38,534 4.18 38,761 12.24 0.0335
2013-08-15 2013-06-30 13F PRIMERICA COM 74164M108 922,357 922,357 34,533 0.0325
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.