Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionTd Private Client Wealth Llc
Latest Disclosed Ownership513 shares
Latest Disclosed Value $ 128,496
Td Private Client Wealth Llc reports 0.58% decrease in ownership of PRI / Primerica, Inc.

On April 27, 2026 - Td Private Client Wealth Llc filed a 13F-HR form disclosing ownership of 513 shares of Primerica, Inc. (US:PRI) valued at $128,496 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 516 shares of Primerica, Inc.. This represents a change in shares of -0.58% during the quarter. The current value of the position is $136,376 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)
2026-04-27 2026-03-31 13F PRIMERICA COMMON STOCK 74164M108 513 -3 -0.58 128 -3.76 0.0027
2026-02-05 2025-12-31 13F PRIMERICA INC COM COMMON STOCK 74164M108 516 0 0.00 133 -6.99 0.0028
2025-10-27 2025-09-30 13F PRIMERICA INC COM COMMON STOCK 74164M108 516 83 19.17 143 21.19 0.0032
2025-07-15 2025-06-30 13F PRIMERICA INC COM COMMON STOCK 74164M108 433 12 2.85 118 -0.84 0.0029
2025-04-29 2025-03-31 13F PRIMERICA INC COM COMMON STOCK 74164M108 421 56 15.34 120 20.20 0.0033
2025-02-11 2024-12-31 13F PRIMERICA INC COM COMMON STOCK 74164M108 365 0 0.00 99 3.13 0.0028
2024-11-18 2024-09-30 13F PRIMERICA INC COM COMMON STOCK 74164M108 365 126 52.72 97 71.43 0.0028
2024-08-14 2024-06-30 13F PRIMERICA INC COM COMMON STOCK 74164M108 239 -61 -20.33 57 -25.33 0.0018
2024-08-16 2024-03-31 13F PRIMERICA INC COM COMMON STOCK 74164M108 300 61 25.52 76 53.06 0.0025
2024-08-16 2023-12-31 13F PRIMERICA INC COM COMMON STOCK 74164M108 239 13 5.75 49 13.95 0.0018
2024-08-16 2023-09-30 13F PRIMERICA INC COM COMMON STOCK 74164M108 226 43 23.50 44 19.44 0.0019
2024-08-16 2023-06-30 13F PRIMERICA INC COM COMMON STOCK 74164M108 183 0 0.00 36 16.13 0.0016
2024-08-16 2023-03-31 13F PRIMERICA INC COM COMMON STOCK 74164M108 183 -166 -47.56 32 -36.73 0.0014
2024-08-16 2022-12-31 13F PRIMERICA INC COM COMMON STOCK 74164M108 349 -39 -10.05 49 4.26 0.0023
2024-08-16 2022-09-30 13F PRIMERICA INC COM COMMON STOCK 74164M108 388 -73 -15.84 48 -14.55 0.0024
2024-08-16 2022-06-30 13F PRIMERICA INC COM COMMON STOCK 74164M108 461 -107 -18.84 55 -28.57 0.0027
2024-08-16 2022-03-31 13F PRIMERICA INC COM COMMON STOCK 74164M108 568 433 320.74 78 285.00 0.0033
2024-08-16 2021-12-31 13F PRIMERICA INC COM COMMON STOCK 74164M108 135 -4 -2.88 21 -4.76 0.0009
2024-08-16 2021-09-30 13F PRIMERICA INC COM COMMON STOCK 74164M108 139 0 0.00 21 0.00 0.0009
2024-08-16 2021-06-30 13F PRIMERICA INC COM COMMON STOCK 74164M108 139 0 0.00 21 5.00 0.0009
2024-08-16 2021-03-31 13F PRIMERICA INC COM COMMON STOCK 74164M108 139 -12 -7.95 21 0.00 0.0010
2024-08-16 2020-12-31 13F PRIMERICA INC COM COMMON STOCK 74164M108 151 -8,127 -98.18 20 -97.86 0.0010
2024-08-16 2020-09-30 13F PRIMERICA INC COM COMMON STOCK 74164M108 8,278 -181 -2.14 937 -5.07 0.0524
2024-08-16 2020-06-30 13F PRIMERICA INC COM COMMON STOCK 74164M108 8,459 916 12.14 986 47.83 0.0576
2024-08-16 2020-03-31 13F PRIMERICA INC COM COMMON STOCK 74164M108 7,543 258 3.54 667 -29.86 0.0477
2024-08-16 2019-12-31 13F PRIMERICA INC COM COMMON STOCK 74164M108 7,285 7,285 951 0.0569
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.