Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership5,785 shares
Latest Disclosed Value $ 1,449,027
Neuberger Berman Group LLC reports 25.76% increase in ownership of PRI / Primerica, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 5,785 shares of Primerica, Inc. (US:PRI) valued at $1,449,027 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,600 shares of Primerica, Inc.. This represents a change in shares of 25.76% during the quarter. The current value of the position is $1,475,754 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)
2026-05-14 2026-03-31 13F PRIMERICA Common 74164M108 5,785 1,185 25.76 1,449 21.97 0.0006
2026-02-13 2025-12-31 13F PRIMERICA Common 74164M108 4,600 513 12.55 1,188 4.76 0.0009
2025-11-12 2025-09-30 13F PRIMERICA Common 74164M108 4,087 -724 -15.05 1,135 -13.83 0.0008
2025-08-25 2025-06-30 13F/A-1 PRIMERICA Common 74164M108 4,811 759 18.73 1,317 14.24 0.0010
2025-08-13 2025-06-30 13F PRIMERICA Common 74164M108 4,811 759 1,317 0.0005
2025-05-13 2025-03-31 13F PRIMERICA Common 74164M108 4,052 827 25.64 1,153 31.66 0.0010
2025-02-13 2024-12-31 13F PRIMERICA Common 74164M108 3,225 -760 -19.07 875 -17.14 0.0007
2024-11-14 2024-09-30 13F PRIMERICA Common 74164M108 3,985 705 21.49 1,057 36.26 0.0008
2024-11-14 2024-06-30 13F/A-1 PRIMERICA Common 74164M108 3,280 -1,602 -32.81 776 -37.20 0.0006
2024-08-13 2024-06-30 13F PRIMERICA Common 74164M108 3,280 -1,602 776 0.0006
2024-11-14 2024-03-31 13F/A-1 PRIMERICA Common 74164M108 4,882 919 23.19 1,235 51.41 0.0010
2024-05-13 2024-03-31 13F PRIMERICA Common 74164M108 4,882 919 1,235 0.0010
2024-11-14 2023-12-31 13F/A-2 PRIMERICA Common 74164M108 3,963 -959 -19.48 815 -14.57 0.0007
2024-02-09 2023-12-31 13F PRIMERICA Common 74164M108 3,963 -959 815 0.0007
2023-11-14 2023-09-30 13F PRIMERICA Common 74164M108 4,922 1,041 26.82 955 24.38 0.0009
2023-08-11 2023-06-30 13F PRIMERICA Common 74164M108 3,881 806 26.21 768 44.99 0.0007
2023-05-12 2023-03-31 13F PRIMERICA Common 74164M108 3,075 175 6.03 530 28.71 0.0005
2023-02-13 2022-12-31 13F PRIMERICA Common 74164M108 2,900 317 12.27 411 28.84 0.0004
2022-11-15 2022-09-30 13F PRIMERICA Common 74164M108 2,583 2,583 319 0.0003
2022-08-15 2022-06-30 13F PRIMERICA Common 74164M108 0 -1,836 -100.00 0 -100.00
2022-05-23 2022-03-31 13F/A-1 PRIMERICA Common 74164M108 1,836 -27,327 -93.70 252 -94.25 0.0002
2022-02-11 2021-12-31 13F PRIMERICA Common 74164M108 29,163 -277 -0.94 4,384 -1.19 0.0034
2021-11-12 2021-09-30 13F PRIMERICA Common 74164M108 29,440 -1,726 -5.54 4,437 -6.73 0.0039
2021-08-13 2021-06-30 13F PRIMERICA Common 74164M108 31,166 -354 -1.12 4,757 2.35 0.0042
2021-05-13 2021-03-31 13F PRIMERICA Common 74164M108 31,520 -1,700 -5.12 4,648 4.71 0.0044
2021-02-10 2020-12-31 13F PRIMERICA Common 74164M108 33,220 1,335 4.19 4,439 23.34 0.0046
2020-11-12 2020-09-30 13F PRIMERICA Common 74164M108 31,885 6,757 26.89 3,599 23.21 0.0043
2020-08-13 2020-06-30 13F PRIMERICA Common 74164M108 25,128 5,128 25.64 2,921 65.03 0.0036
2020-05-14 2020-03-31 13F PRIMERICA Common 74164M108 20,000 2,400 13.64 1,770 -22.98 0.0027
2020-02-12 2019-12-31 13F PRIMERICA Common 74164M108 17,600 -449 -2.49 2,298 0.09 0.0027
2019-11-13 2019-09-30 13F PRIMERICA Common 74164M108 18,049 2,149 13.52 2,296 20.40 0.0028
2019-08-13 2019-06-30 13F PRIMERICA Common 74164M108 15,900 5,884 58.75 1,907 55.93 0.0023
2019-05-13 2019-03-31 13F PRIMERICA Common 74164M108 10,016 16 0.16 1,223 25.18 0.0015
2019-02-12 2018-12-31 13F PRIMERICA Common 74164M108 10,000 0 0.00 977 -18.99 0.0014
2018-11-16 2018-09-30 13F/A-1 PRIMERICA Common 74164M108 10,000 0 0.00 1,206 21.08 0.0014
2018-11-13 2018-09-30 13F PRIMERICA Common 74164M108 10,000 0 1,206
2018-08-13 2018-06-30 13F PRIMERICA Common 74164M108 10,000 0 0.00 996 3.11 0.0011
2018-05-08 2018-03-31 13F PRIMERICA Common 74164M108 10,000 0 0.00 966 -4.92 0.0011
2018-02-14 2017-12-31 13F PRIMERICA Common 74164M108 10,000 0 0.00 1,016 24.51 0.0012
2017-11-15 2017-09-30 13F PRIMERICA COMMON STOCK 74164M108 10,000 0 0.00 816 7.65 0.0010
2017-08-08 2017-06-30 13F PRIMERICA COMMON STOCK 74164M108 10,000 0 0.00 758 -7.79 0.0010
2017-05-10 2017-03-31 13F PRIMERICA COMMON STOCK 74164M108 10,000 -353 -3.41 822 14.80 0.0011
2017-02-06 2016-12-31 13F PRIMERICA COMMON STOCK 74164M108 10,353 3,853 59.28 716 107.54 0.0010
2016-11-02 2016-09-30 13F PRIMERICA COMMON STOCK 74164M108 6,500 0 0.00 345 -7.26 0.0005
2016-08-05 2016-06-30 13F PRIMERICA COMMON STOCK 74164M108 6,500 6,500 372 0.0005
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.