We are live on ! Find out more
PRI icon

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
EF
451
Entrust Financial
Pennsylvania
$6.26K
STB
452
S&T Bank
Pennsylvania
$6.26K +$4.64K +18 +257%
IAAG
453
Innovative Asset Advisors Group
Connecticut
$6.26K +$6.45K +25 New
HI
454
Harbour Investments
Wisconsin
$5.99K +$2.84K +11 +85%
KFAS
455
Keating Financial Advisory Services
Kansas
$5.26K -$1.29K -5 -19%
CMA
456
Cedar Mountain Advisors
Oregon
$5.01K +$5.16K +20 New
DWM
457
Dogwood Wealth Management
Kansas
$4.76K -$2.84K -11 -37%
RIL
458
Rothschild Investment LLC
Illinois
$4.51K -$4.64K -18 -50%
TCM
459
TD Capital Management
Tennessee
$4.1K
HNW
460
High Note Wealth
Minnesota
$4.01K -$258 -1 -6%
TPWA
461
Twin Peaks Wealth Advisors
California
$4.01K +$4.13K +16 New
OCWP
462
Owl Creek Wealth Partners
Colorado
$3.76K +$3.87K +15 New
SIS
463
Sound Income Strategies
Florida
$3.55K
MAS
464
MPWM Advisory Solutions
Georgia
$3.51K
WA
465
WPG Advisers
Maryland
$3.26K -$258 -1 -7%
RWM
466
Rialto Wealth Management
New York
$3.01K +$1.55K +6 +100%
CPG
467
Cornerstone Planning Group
New Jersey
$2.77K
VWA
468
Valued Wealth Advisors
Utah
$2.77K +$1.8K +7 +175%
DPW
469
DiNuzzo Private Wealth
Pennsylvania
$2.76K
BIA
470
Bell Investment Advisors
California
$2.76K +$516 +2 +22%
CA
471
Clearstead Advisors
Ohio
$2.5K -$144K -560 -98%
WA
472
Whipplewood Advisors
Colorado
$2.5K +$2.58K +10 New
TFA
473
Transamerica Financial Advisors
Florida
$2.27K +$516 +2 +29%
FMP
474
Financial Management Professionals
Texas
$2.25K
UFPG
475
United Financial Planning Group
New York
$2.25K +$2.32K +9 New

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.