Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership952 shares
Latest Disclosed Value $ 238,457
IFP Advisors, Inc reports 0.94% decrease in ownership of PRI / Primerica, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 952 shares of Primerica, Inc. (US:PRI) valued at $238,457 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 961 shares of Primerica, Inc.. This represents a change in shares of -0.94% during the quarter. The current value of the position is $242,855 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)
2026-04-13 2026-03-31 13F PRIMERICA cs 74164M108 952 -9 -0.94 238 -4.03 0.0049
2026-02-06 2025-12-31 13F PRIMERICA cs 74164M108 961 -170 -15.03 248 -20.77 0.0056
2026-02-06 2025-09-30 13F/A-1 PRIMERICA cs 74164M108 1,131 -153 -11.92 314 -10.83 0.0082
2025-12-02 2025-09-30 13F PRIMERICA cs 74164M108 1,121 -163 317 0.0082
2025-07-24 2025-06-30 13F PRIMERIC A cs 74164M108 1,284 22 1.74 351 -2.23 0.0100
2025-05-05 2025-03-31 13F PRIMERICA cs 74164M108 1,262 98 8.42 359 13.97 0.0111
2025-02-04 2024-12-31 13F PRIMERICA cs 74164M108 1,164 77 7.08 316 9.38 0.0103
2025-02-04 2024-09-30 13F PRIMERICA cs 74164M108 1,087 560 106.26 288 132.26 0.0104
2024-07-30 2024-06-30 13F PRIMERICA cs 74164M108 527 -35 -6.23 125 -12.68 0.0049
2024-07-30 2024-03-31 13F PRIMERICA cs 74164M108 562 20 3.69 142 27.93 0.0062
2024-01-09 2023-12-31 13F PRIMERICA cs 74164M108 542 -75 -12.16 112 -6.72 0.0053
2023-10-12 2023-09-30 13F PRIMERICA cs 74164M108 617 66 11.98 120 10.19 0.0054
2023-08-14 2023-06-30 13F/A-1 PRIMERICA cs 74164M108 551 551 109 0.0046
2023-08-04 2023-06-30 13F PRIMERICA cs 74164M108 551 551 55 0.0025
2023-04-18 2023-03-31 13F PRIMERICA cs 74164M108 0 -104 -100.00 0 0.0000
2023-02-07 2022-12-31 13F PRIMERICA cs 74164M108 104 -42 -28.77 0 -100.00 0.0005
2022-11-08 2022-09-30 13F PRIMERICA cs 74164M108 146 84 135.48 23 109.09 0.0006
2022-09-06 2022-06-30 13F/A-1 PRIMERICA cs 74164M108 62 0 0.00 11 0.00 0.0004
2022-09-06 2022-03-31 13F/A-1 PRIMERICA cs 74164M108 62 55 785.71 11 450.00 0.0004
2022-08-08 2022-03-31 13F PRIMERICA INC COM Stock 74164M108 7 0 2 0.0000
2022-01-12 2021-12-31 13F PRIMERICA INC COM Stock 74164M108 7 0 0.00 2 0.00 0.0000
2021-10-06 2021-09-30 13F PRIMERICA INC COM Stock 74164M108 7 0 0.00 2 100.00 0.0000
2021-07-13 2021-06-30 13F PRIMERICA INC COM Stock 74164M108 7 -3 -30.00 1 0.00 0.0000
2021-04-30 2021-03-31 13F PRIMERICA INC COM Stock 74164M108 10 -146 -93.59 1 -95.00 0.0000
2021-01-25 2020-12-31 13F PRIMERICA INC COM Stock 74164M108 156 0 0.00 20 17.65 0.0008
2020-10-29 2020-09-30 13F PRIMERICA INC COM Stock 74164M108 156 -2 -1.27 17 -5.56 0.0010
2020-08-05 2020-06-30 13F PRIMERICA INC COM Stock 74164M108 158 -1 -0.63 18 20.00 0.0014
2020-05-12 2020-03-31 13F PRIMERICA INC COM Stock 74164M108 159 -2 -1.24 15 -28.57 0.0015
2020-01-17 2019-12-31 13F PRIMERICA INC COM Stock 74164M108 161 0 0.00 21 0.00 0.0016
2019-11-07 2019-09-30 13F PRIMERICA INC COM Stock 74164M108 161 161 21 0.0014
2019-05-15 2019-03-31 13F PRIMERICA INC COM Stock 74164M108 0 -179 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 PRIMERICA INC COM Stock 74164M108 179 -6 -3.24 17 -22.73 0.0010
2019-01-23 2018-12-31 13F PRIMERICA INC COM Stock 74164M108 179 -6 17 0.0010
2019-06-03 2018-09-30 13F/A-9 PRIMERICA INC COM Stock 74164M108 185 3 1.65 22 22.22 0.0009
2018-10-25 2018-09-30 13F PRIMERICA INC COM Stock 74164M108 185 3 22 0.0009
2019-06-03 2018-06-30 13F/A-8 PRIMERICA INC COM Stock 74164M108 182 -126 -40.91 18 -41.94 0.0008
2018-08-07 2018-06-30 13F PRIMERICA INC COM Stock 74164M108 182 -116 18
2019-06-03 2018-03-31 13F/A-7 PRIMERICA INC COM Stock 74164M108 308 0 0.00 31 0.00 0.0014
2018-05-09 2018-03-31 13F PRIMERICA INC COM Stock 74164M108 298 -10 29
2019-06-03 2017-12-31 13F/A-6 PRIMERICA INC COM Stock 74164M108 308 -198 -39.13 31 -24.39 0.0014
2018-01-24 2017-12-31 13F PRIMERICA INC COM Stock 74164M108 308 -198 31
2017-10-30 2017-09-30 13F PRIMERICA INC COM Stock 74164M108 506 123 32.11 41 41.38 0.0016
2019-06-03 2017-06-30 13F/A-5 PRIMERICA INC COM Stock 74164M108 383 175 84.13 29 70.59 0.0012
2017-07-31 2017-06-30 13F PRIMERICA INC COM Stock 74164M108 383 175 29
2019-06-03 2017-03-31 13F/A-4 PRIMERICA INC COM Stock 74164M108 208 30 16.85 17 41.67 0.0007
2017-04-26 2017-03-31 13F PRIMERICA INC COM Stock 74164M108 208 30 17
2019-06-03 2016-12-31 13F/A-3 PRIMERICA INC COM Stock 74164M108 178 -5 -2.73 12 20.00 0.0006
2017-02-14 2016-12-31 13F PRIMERICA INC COM Stock 74164M108 178 -5 12
2016-11-04 2016-09-30 13F PRIMERICA INC COM Stock 74164M108 183 -110 -37.54 10 -41.18 0.0005
2019-06-03 2016-06-30 13F/A-2 PRIMERICA INC COM Stock 74164M108 293 -12 -3.93 17 21.43 0.0009
2016-08-22 2016-06-30 13F PRIMERICA INC COM Stock 74164M108 293 -12 17
2016-05-02 2016-03-31 13F PRIMERICA INC COM Stock 74164M108 305 0 0.00 14 0.00 0.0008
2016-02-11 2015-12-31 13F PRIMERICA INC COM Stock 74164M108 305 305 14 0.0009
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.