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Primerica

508 hedge funds and large institutions have $7.44B invested in Primerica in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 166 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 52

15% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 166

0.12% less ownership

Funds ownership: 93.97%93.85% (-0.12%)

1% less funds holding

Funds holding: 513508 (-5)

4% less capital invested

Capital invested by funds: $7.76B → $7.44B (-$322M)

83% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $9.19M

Holders
508
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
6.22%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
60
Increased
191
Reduced
166
Closed
52
Calls
$1.58M
Puts
$9.19M
Net Calls
-$7.61M
Net Calls Change
-$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
401
Ancora Advisors
Ohio
$74.1K +$32K +124 +72%
EWA
402
EverSource Wealth Advisors
Alabama
$73.6K -$4.9K -19 -6%
CSB
403
City State Bank
Iowa
$73.6K
ME
404
McIlrath & Eck
Washington
$68.9K -$5.67K -22 -7%
HPC
405
HM Payson & Co
Maine
$66.4K
CI
406
CX Institutional
Indiana
$52K +$53.1K +206 +10,300%
BF
407
BOK Financial
Oklahoma
$50.1K
SAM
408
Smartleaf Asset Management
Massachusetts
$49.2K +$5.16K +20 +11%
SC
409
Steph & Co
Wisconsin
$49.1K +$13.9K +54 +38%
BBHC
410
Brown Brothers Harriman & Co
New York
$48.3K
Nomura Asset Management
411
Nomura Asset Management
Japan
$47.6K
RFP
412
Root Financial Partners
California
$44.3K +$15.7K +61 +53%
MCM
413
MAI Capital Management
Ohio
$41.6K +$14.2K +55 +50%
Mitsubishi UFJ Asset Management
414
Mitsubishi UFJ Asset Management
Japan
$39.3K +$22.4K +87 +124%
AF
415
Align Financial
Minnesota
$29.8K -$7.9M -30,626 -100%
VSQM
416
V-Square Quantitative Management
Illinois
$29.1K
SIC
417
SJS Investment Consulting
Ohio
$29.1K +$19.1K +74 +176%
HNB
418
Hilltop National Bank
Wyoming
$28.3K
CFB
419
Cullen/Frost Bankers
Texas
$27.9K +$3.61K +14 +14%
PWA
420
Physician Wealth Advisors
Utah
$25.8K +$5.93K +23 +29%
CMBA
421
C.M. Bidwell & Associates
Hawaii
$25.8K
IAIM
422
International Assets Investment Management
Florida
$23.1K
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$22.8K +$2.32K +9 +11%
QC
424
Quent Capital
New York
$22K -$4.38K -17 -16%
TWD
425
True Wealth Design
Ohio
$19K +$7.48K +29 +62%

PRI Hedge Fund Activity: Q1 2026 in Review

508 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q1 2026, worth a combined $7.44B — down 4.2% from $7.76B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PRI positions and 52 closed out — a net gain of 8 holders — while 191 added to existing stakes and 166 trimmed.

The largest buyer was Brave Warrior Advisors, adding an estimated $25.6M. The largest seller was BAMCO Inc, cutting an estimated $70.3M.

  • 508 institutional investors held Primerica (PRI) as of Q1 2026, down from 513 in Q4 2025.
  • Funds reported $7.44B of Primerica stock for Q1 2026, down 4.2% quarter-over-quarter.
  • 60 funds opened new Primerica positions in Q1 2026 and 52 closed out, a net change of +8 holders.
  • The largest Primerica buyer in Q1 2026 was Brave Warrior Advisors, an estimated $25.6M added.
  • The largest Primerica seller in Q1 2026 was BAMCO Inc, an estimated $70.3M sold.

Based on aggregated 13F filings for Q1 2026.