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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
BCWM
426
Bartlett & Co Wealth Management
Ohio
$18.4K
AUB
427
Atlantic Union Bankshares
Virginia
$17.8K +$18.3K +71 New
CA
428
Centerpoint Advisors
Massachusetts
$17K
TSMHT
429
Thurston Springer Miller Herd & Titak
Indiana
$16.3K
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$14.8K -$6.19K -24 -29%
BWA
431
Basecamp Wealth Advisors
Washington
$14.5K +$516 +2 +4%
CIM
432
Contravisory Investment Management
Massachusetts
$13.8K -$6.71K -26 -32%
CFO
433
CVA Family Office
Colorado
$13.5K +$13.9K +54 New
NECFA
434
New England Capital Financial Advisors
Connecticut
$12.5K
LI
435
LRI Investments
Florida
$12.4K +$2.58K +10 +25%
GSWM
436
Golden State Wealth Management
California
$11.6K
JWA
437
JFS Wealth Advisors
Pennsylvania
$10.8K -$1.29K -5 -10%
PTC
438
Private Trust Company
Ohio
$9.77K
SA
439
SRH Advisors
Kansas
$9.52K
CAL
440
Capital Advisors Ltd
Ohio
$9K
AWA
441
Acumen Wealth Advisors
Tennessee
$8.52K -$4.13K -16 -32%
HWP
442
Highline Wealth Partners
California
$8.52K +$8.77K +34 New
RF
443
Rossby Financial
Florida
$8.38K +$4.9K +19 +136%
C
444
Covestor
United Kingdom
$8K -$46.4K -180 -85%
FFO
445
Fortitude Family Office
Arizona
$7.76K +$4.13K +16 +107%
FDW
446
Fourth Dimension Wealth
Ohio
$7.51K
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$7.26K
BWL
448
Bogart Wealth LLC
Virginia
$6.76K +$1.03K +4 +17%
PWAM
449
Private Wealth Asset Management
Iowa
$6.76K +$6.96K +27 New
AIM
450
Anchor Investment Management
South Carolina
$6.26K

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.