Primerica, Inc. (PRI) shareholders
PRINYSELife InsuranceFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 5/3013% above fair value
$293.39+1.43 (+0.49%)
Close on Nov 13, 2026Market cap $9.03BP/E 11.6Yield 1.42%
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 $4.33M
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 Joint filing with Abigail P. Johnson (8.55%) | 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)
389 funds held PRI in Q2 2026, 49% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 24,221 | 0.08% | Nov 13, 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 | Nov 12, 2026 | Gift | −1,000 | – | – | 24,221 |
| Glenn J. Williams Chief Executive Officer, Director | Nov 9, 2026 | Sale(10b5-1 plan) | −1,500 | $294.94 | $442.41K | 25,221 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
4.38%
1M shares short
Days to cover
7.4
At 0M shares a day
Change since last report
-0.6%
From 1M shares
Short volume, 20 days
56.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Primerica's stock actually held short. Settlement fails (shares not delivered on time) peaked at 85 shares on Sep 17, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Glenn J. Williams Director, Officer | Nov 9, 2026 | 1,500 | $435.87K | Nov 9, 2026 | Restricted Stock Units |
| Peter W. Schneider 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 |
| Glenn J. Williams Director, Officer | Aug 10, 2026 | 1,500 | $482.07K | Aug 10, 2026 | Restricted Stock Units |
| Gary L. Crittenden Former Director | Jul 15, 2026 | 20,644 | $6.32M | Jul 15, 2026 | Compensation |
| Glenn Jackson Williams &karen Renee Williams Jt Ten Director, Officer | Jun 12, 2026 | 1,500 | $418.44K | Jun 12, 2026 | Restricted Stock Awards |
| Peter W. Schneider Officer | Mar 10, 2026 | 3,600 | $909.97K | Mar 10, 2026 | Retricted Stock Awards |
| Glenn J. Williams 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 |
| Glenn J. Williams Director, Officer | Nov 12, 2025 | 2,500 | $639.33K | Nov 12, 2025 | Restricted Stock Awards |
| Peter W. Schneider Officer | Aug 18, 2025 | 4,000 | $1.05M | Aug 18, 2025 | Restricted Stock Awards |
| Glenn J. Williams Director, Officer | Aug 12, 2025 | 2,500 | $645.68K | Aug 12, 2025 | Restricted Stock Units |
| Glenn J. Williams Director, Officer | Jun 13, 2025 | 2,500 | $652.90K | Jun 13, 2025 | Restricted Stock Units |
| Sanjeev Dheer Director | May 21, 2025 | 1,300 | $354.91K | May 21, 2025 | Director Compensation |
| Peter W. Schneider Officer | Mar 5, 2025 | 4,000 | $1.13M | Mar 5, 2025 | Restricted Stock Units |
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