PRINYSELife InsuranceFiscal year ends December 31
Primerica, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$280.84−1.80 (-0.64%)
Close on Oct 19, 2026
- Market cap
- $8.77B
- P/E (TTM)
- 11.3
- Dividend yield
- 1.48%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.9%
29M of 31M shares
Institutional holders
525
68 new, 45 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 11 sales
Net sold $4.54M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,213,862 | 9.20% | 13G (passive) amendment | Dec 31, 2023 |
| FMR LLC | 2,997,192 | 8.55% | 13G (passive) amendment | Feb 9, 2024 |
| Kayne Anderson Rudnick Investment Management, LLC | 2,768,786 | 8.90% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 1,835,393 | 5.79% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 1,677,279 | 5.29% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PRI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,984,379 | 9.70% | $848.16M | −10,223 | 0.01% |
| FMR LLC | 2,822,574 | 9.17% | $802.18M | −4,644 | 0.03% |
| Kayne Anderson Rudnick Investment Management LLC | 2,768,511 | 9.00% | $786.81M | −303,079 | 2.44% |
| Vanguard Portfolio Management LLC | 1,836,444 | 5.97% | $521.92M | +4,896 | 0.02% |
| Vanguard Capital Management LLC | 1,414,985 | 4.60% | $402.14M | −17,808 | 0.01% |
| State Street Corp | 1,041,286 | 3.38% | $295.93M | +37,902 | 0.01% |
| Geode Capital Management, LLC | 905,865 | 2.94% | $257.49M | +35,596 | 0.01% |
| Brave Warrior Advisors, LLC | 865,863 | 2.81% | $246.08M | −13,460 | 5.36% |
| Bank Of Montreal /Can/ | 750,249 | 2.44% | $213.22M | −507,149 | 0.07% |
| Bamco Inc /Ny/ | 671,453 | 2.18% | $190.83M | −188,573 | 0.29% |
| Dimensional Fund Advisors LP | 660,719 | 2.15% | $187.79M | +10,141 | 0.03% |
| Fiduciary Management Inc /Wi/ | 534,226 | 1.74% | $151.83M | −157,796 | 2.16% |
| First Trust Advisors LP | 528,663 | 1.72% | $150.25M | −544 | 0.09% |
| Lyrical Asset Management LP | 484,835 | 1.58% | $137.79M | −21,205 | 1.75% |
| Agf Management Ltd | 429,312 | 1.39% | $122.01M | −1,441 | 0.47% |
| Aqr Capital Management LLC | 399,554 | 1.30% | $113.55M | +134,785 | 0.04% |
| Fuller & Thaler Asset Management, Inc. | 372,901 | 1.21% | $105.98M | +53,600 | 0.29% |
| Invesco Ltd. | 350,601 | 1.14% | $99.64M | −7,014 | 0.01% |
| Charles Schwab Investment Management Inc | 320,724 | 1.04% | $91.15M | −5,800 | 0.01% |
| Northern Trust Corp | 292,727 | 0.95% | $83.19M | +442 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 525 | 29M | 94.9% | 68 / 185 | 181 / 45 | 2M | 2M |
| Q1 2026 | 510 | 30M | 96.6% | 60 / 190 | 167 / 52 | 5M | 2M |
| Q4 2025 | 513 | 30M | 98.6% | 74 / 152 | 208 / 52 | 3M | 2M |
| Q3 2025 | 497 | 30M | 98.0% | 51 / 175 | 183 / 66 | 1M | 2M |
| Q2 2025 | 518 | 30M | 99.1% | 62 / 187 | 179 / 52 | 1M | 2M |
| Q1 2025 | 511 | 31M | 100.0% | 74 / 179 | 172 / 44 | 2M | 1M |
| Q4 2024 | 489 | 30M | 98.9% | 75 / 170 | 152 / 30 | 2M | 2M |
| Q3 2024 | 451 | 31M | 100.0% | 73 / 151 | 143 / 25 | 4M | 2M |
| Q2 2024 | 409 | 32M | 100.0% | 57 / 141 | 145 / 44 | 2M | 2M |
| Q1 2024 | 400 | 32M | 100.0% | 47 / 128 | 143 / 40 | 1M | 1M |
| Q4 2023 | 396 | 32M | 100.0% | 66 / 107 | 154 / 30 | 1M | 1M |
| Q3 2023 | 367 | 32M | 100.0% | 42 / 108 | 142 / 33 | 1M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PRI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,067,150 | 3.47% | $303.28M | 0.24% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 996,951 | 3.24% | $283.33M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 720,253 | 2.34% | $204.70M | 0.11% | Jun 30, 2026 |
| Fidelity Low-Priced Stock Fund | 464,784 | 1.51% | $148.71M | 0.60% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 456,129 | 1.48% | $129.63M | 0.19% | Jun 30, 2026 |
| Baron Generational Growth Fund | 453,227 | 1.47% | $128.81M | 6.11% | Jun 30, 2026 |
| Virtus KAR Small-Cap Core Fund | 388,787 | 1.26% | $110.49M | 6.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 357,585 | 1.16% | $101.63M | 0.10% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 356,693 | 1.16% | $101.37M | 0.80% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 352,898 | 1.15% | $100.29M | 0.88% | Jun 30, 2026 |
| Fidelity Small Cap Value Fund | 315,291 | 1.02% | $100.88M | 1.84% | Jul 31, 2026 |
| FMI Common Stock Fund | 265,000 | 0.86% | $75.31M | 3.96% | Jun 30, 2026 |
| VIP Mid Cap Portfolio | 245,447 | 0.80% | $69.76M | 0.73% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF | 233,599 | 0.76% | $74.74M | 1.37% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 223,512 | 0.73% | $60.34M | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Glenn J. Williams | Chief Executive Officer, Director | 26,721 | 0.09% | Sep 16, 2026 |
| Peter W. Schneider | President | 8,011 | 0.03% | Aug 17, 2026 |
| Tracy Xiangyan Tan | EVP and Chief Financial Office | 2,146 | 0.01% | Mar 3, 2026 |
| Nicholas Adam Jendusa | Principal Accounting Officer | 306 | 0.00% | Mar 3, 2026 |
| Joel M. Babbit | Director | 9,177 | 0.03% | Sep 14, 2026 |
| Barbara A. Yastine | Director | 19,970 | 0.06% | Sep 14, 2026 |
| Cynthia N. Day | Director | 20,446 | 0.07% | Sep 14, 2026 |
| Donald R. Williams | Director | 21,047 | 0.07% | Sep 14, 2026 |
| Amber Lynne Cottle | Director | 3,561 | 0.01% | Sep 14, 2026 |
| John A. Addison Jr. | Director | 16,343 | 0.05% | May 21, 2026 |
| Darryl L. Wilson | Director | 2,007 | 0.01% | May 21, 2026 |
| Sanjeev Dheer | Director | 4,351 | 0.01% | May 21, 2026 |
| Beatriz R. Perez | Director | 11,362 | 0.04% | Mar 16, 2026 |
| Gary L. Crittenden | Director | 20,808 | 0.07% | Mar 16, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Glenn J. Williams Chief Executive Officer, Director | Sep 14, 2026 | Gift | −5,475 | – | – | 26,721 |
| Cynthia N. Day Director | Sep 14, 2026 | Award | +83.56 | $292.44 | $24.44K | 20,446 |
| Barbara A. Yastine Director | Sep 14, 2026 | Award | +55.86 | $292.44 | $16.34K | 19,970 |
| Joel M. Babbit Director | Sep 14, 2026 | Award | +34.12 | $292.44 | $9.98K | 9,177 |
| Amber Lynne Cottle Director | Sep 14, 2026 | Award | +11.93 | $292.44 | $3.49K | 3,561 |
| Donald R. Williams Director | Sep 14, 2026 | Award | +40.51 | $292.44 | $11.85K | 21,047 |
| Peter W. Schneider President | Aug 17, 2026 | Sale(10b5-1 plan) | −1,800 | $312.65 | $562.77K | 8,011 |
| Amber Lynne Cottle Director | Aug 11, 2026 | Sale | −279 | $313.63 | $87.50K | 3,549 |
| Glenn J. Williams Chief Executive Officer, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −1,500 | $320.20 | $480.30K | 32,196 |
| Barbara A. Yastine Director | Jun 12, 2026 | Award | +58.31 | $278.96 | $16.27K | 19,914 |
| Cynthia N. Day Director | Jun 12, 2026 | Award | +87.22 | $278.96 | $24.33K | 20,363 |
| Donald R. Williams Director | Jun 12, 2026 | Award | +42.29 | $278.96 | $11.80K | 21,006 |
| Joel M. Babbit Director | Jun 12, 2026 | Award | +35.61 | $278.96 | $9.93K | 9,143 |
| Amber Lynne Cottle Director | Jun 12, 2026 | Award | +12.47 | $278.96 | $3.48K | 3,832 |
| Glenn J. Williams Chief Executive Officer, Director | Jun 12, 2026 | Sale(10b5-1 plan) | −1,500 | $280.49 | $420.74K | 33,696 |
| Sanjeev Dheer Director | May 21, 2026 | Award | +640 | $281.06 | $179.88K | 4,351 |
| Barbara A. Yastine Director | May 21, 2026 | Award | +640 | $281.06 | $179.88K | 19,856 |
| Darryl L. Wilson Director | May 21, 2026 | Award | +640 | $281.06 | $179.88K | 2,007 |
| Cynthia N. Day Director | May 21, 2026 | Award | +640 | $281.06 | $179.88K | 20,275 |
| John A. Addison Jr. Director | May 21, 2026 | Award | +640 | $281.06 | $179.88K | 16,343 |
| Amber Lynne Cottle Director | May 21, 2026 | Award | +640 | $281.06 | $179.88K | 3,819 |
| Donald R. Williams Director | May 21, 2026 | Award | +640 | $281.06 | $179.88K | 20,964 |
| Joel M. Babbit Director | May 21, 2026 | Award | +640 | $281.06 | $179.88K | 9,108 |
| Peter W. Schneider President | May 18, 2026 | Sale(10b5-1 plan) | −1,800 | $279.64 | $503.35K | 9,811 |
| Barbara A. Yastine Director | Mar 13, 2026 | Award | +64.99 | $249.06 | $16.19K | 19,216 |
| Beatriz R. Perez Director | Mar 13, 2026 | Award | +54.48 | $249.06 | $13.57K | 11,362 |
| Amber Lynne Cottle Director | Mar 13, 2026 | Award | +14.57 | $249.06 | $3.63K | 3,177 |
| Gary L. Crittenden Director | Mar 13, 2026 | Award | +99.78 | $249.06 | $24.85K | 20,808 |
| Joel M. Babbit Director | Mar 13, 2026 | Award | +36.63 | $249.06 | $9.12K | 8,468 |
| Cynthia N. Day Director | Mar 13, 2026 | Award | +94.15 | $249.06 | $23.45K | 19,635 |
| Donald R. Williams Director | Mar 13, 2026 | Award | +44.07 | $249.06 | $10.98K | 20,324 |
| Peter W. Schneider President | Mar 10, 2026 | Sale(10b5-1 plan) | −1,800 | $252.38 | $454.28K | 11,611 |
| Donald R. Williams Director | Mar 6, 2026 | Gift | −8,000 | – | – | 20,280 |
| Nicholas Adam Jendusa Principal Accounting Officer | Mar 2, 2026 | Sale | −190 | $255.51 | $48.55K | 306 |
| Peter W. Schneider President | Mar 1, 2026 | Tax withholding | −472 | $253.66 | $119.73K | 9,536 |
| Peter W. Schneider President | Mar 1, 2026 | Option exercise | +1,114 | $253.66 | $282.58K | 10,008 |
| Peter W. Schneider President | Mar 1, 2026 | Tax withholding | −505 | $253.66 | $128.10K | 8,894 |
| Peter W. Schneider President | Mar 1, 2026 | Option exercise | +1,191 | $253.66 | $302.11K | 9,399 |
| Peter W. Schneider President | Mar 1, 2026 | Tax withholding | −668 | $253.66 | $169.44K | 8,208 |
| Peter W. Schneider President | Mar 1, 2026 | Returned to company | −3,138 | $253.66 | $795.99K | 13,411 |
| Peter W. Schneider President | Mar 1, 2026 | Award | +7,013 | $253.66 | $1.78M | 16,549 |
| Peter W. Schneider President | Mar 1, 2026 | Option exercise | +1,575 | $253.66 | $399.51K | 8,876 |
| Glenn J. Williams Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −684 | $253.66 | $173.50K | 30,324 |
| Glenn J. Williams Chief Executive Officer, Director | Mar 1, 2026 | Award | +8,817 | $253.66 | $2.24M | 39,141 |
| Glenn J. Williams Chief Executive Officer, Director | Mar 1, 2026 | Returned to company | −3,945 | $253.66 | $1.00M | 35,196 |
| Glenn J. Williams Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −634 | $253.66 | $160.82K | 29,395 |
| Glenn J. Williams Chief Executive Officer, Director | Mar 1, 2026 | Option exercise | +1,613 | $253.66 | $409.15K | 31,008 |
| Glenn J. Williams Chief Executive Officer, Director | Mar 1, 2026 | Option exercise | +1,980 | $253.66 | $502.25K | 29,372 |
| Glenn J. Williams Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −840 | $253.66 | $213.07K | 28,532 |
| Glenn J. Williams Chief Executive Officer, Director | Mar 1, 2026 | Option exercise | +1,497 | $253.66 | $379.73K | 30,029 |
| Nicholas Adam Jendusa Principal Accounting Officer | Mar 1, 2026 | Option exercise | +121 | $253.66 | $30.69K | 426 |
| Nicholas Adam Jendusa Principal Accounting Officer | Mar 1, 2026 | Option exercise | +149 | $253.66 | $37.80K | 349 |
| Nicholas Adam Jendusa Principal Accounting Officer | Mar 1, 2026 | Tax withholding | −45 | $253.66 | $11.41K | 496 |
| Nicholas Adam Jendusa Principal Accounting Officer | Mar 1, 2026 | Option exercise | +151 | $253.66 | $38.30K | 541 |
| Nicholas Adam Jendusa Principal Accounting Officer | Mar 1, 2026 | Tax withholding | −36 | $253.66 | $9.13K | 390 |
| Nicholas Adam Jendusa Principal Accounting Officer | Mar 1, 2026 | Tax withholding | −44 | $253.66 | $11.16K | 305 |
| Tracy Xiangyan Tan EVP and Chief Financial Office | Mar 1, 2026 | Tax withholding | −315 | $253.66 | $79.90K | 2,146 |
| Tracy Xiangyan Tan EVP and Chief Financial Office | Mar 1, 2026 | Tax withholding | −121 | $253.66 | $30.69K | 1,305 |
| Tracy Xiangyan Tan EVP and Chief Financial Office | Mar 1, 2026 | Option exercise | +703 | $253.66 | $178.32K | 2,461 |
| Tracy Xiangyan Tan EVP and Chief Financial Office | Mar 1, 2026 | Option exercise | +406 | $253.60 | $102.96K | 1,426 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| W. Schneider Peter Officer | Aug 17, 2026 | 1,800 | $564.64K | Aug 17, 2026 | Restricted Stock Awards |
| Amber Lynne Cottle Director | Aug 11, 2026 | 279 | $87.50K | Aug 11, 2026 | VSA STOCK FROM EQUITY PLANS |
| J. Williams Glenn Director, Officer | Aug 10, 2026 | 1,500 | $482.07K | Aug 10, 2026 | Restricted Stock Units |
| Crittenden Gary Former Director | Jul 15, 2026 | 20,644 | $6.32M | Jul 15, 2026 | Compensation |
| Jackson Williams &karen Renee Williams Jt Ten Glenn Director, Officer | Jun 12, 2026 | 1,500 | $418.44K | Jun 12, 2026 | Restricted Stock Awards |
| W. Schneider Peter Officer | Mar 10, 2026 | 3,600 | $909.97K | Mar 10, 2026 | Retricted Stock Awards |
| J. Williams Glenn Director, Officer | Feb 17, 2026 | 2,500 | $627.23K | Feb 17, 2026 | Restricted Stock Awards |
| Joel M. Babbit Director | Dec 3, 2025 | 700 | $178.50K | Dec 3, 2025 | VSA STOCK FROM EQUITY PLANS |
| J. Williams Glenn Director, Officer | Nov 12, 2025 | 2,500 | $639.33K | Nov 12, 2025 | Restricted Stock Awards |
| W. Schneider Peter Officer | Aug 18, 2025 | 4,000 | $1.05M | Aug 18, 2025 | Restricted Stock Awards |
| J. Williams Glenn Director, Officer | Aug 12, 2025 | 2,500 | $645.68K | Aug 12, 2025 | Restricted Stock Units |
| J. Williams Glenn Director, Officer | Jun 13, 2025 | 2,500 | $652.90K | Jun 13, 2025 | Restricted Stock Units |
| Dheer Sanjeev Director | May 21, 2025 | 1,300 | $354.91K | May 21, 2025 | Director Compensation |
| W. Schneider Peter Officer | Mar 5, 2025 | 4,000 | $1.13M | Mar 5, 2025 | Restricted Stock Units |
| Jackson Williams Glenn Director, Officer | Feb 18, 2025 | 3,000 | $843.54K | Feb 18, 2025 | Restricted Stock Units |