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Primerica
PRI

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: 6 → 7 (+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: 513 → 508 (-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

Top Buyers

Rank Fund Capital Flow
1
BWA
Brave Warrior Advisors
New York
+$25.6M
2
ProShare Advisors
ProShare Advisors
Maryland
+$25.2M
3
LCIP
Life Cycle Investment Partners
+$22.6M
4
FMI
Fiduciary Management Inc
Wisconsin
+$20.8M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$19.8M

Top Sellers

Rank Fund Capital Flow
1
BAMCO Inc
BAMCO Inc
New York
-$70.3M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$60.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$40.2M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$24.2M
5
DB
Danske Bank
Denmark
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
476
Bruce G. Allen Investments
Colorado
$2K – – –
EWP
477
Elevation Wealth Partners
California
$2K – – –
MAM
478
Marquette Asset Management
Minnesota
$2K +$2.06K +8 New
ZBNA
479
Zions Bancorporation, National Association
Utah
$2K +$2.06K +8 New
DF
480
Dunhill Financial
United Kingdom
$1.94K +$1.55K +6 +600%
FPF
481
First Pacific Financial
Washington
$1.78K – – –
FHC
482
First Horizon Corporation
Tennessee
$1.75K – – –
HFS
483
Hughes Financial Services
Virginia
$1.75K +$1.29K +5 +250%
BFS
484
Bare Financial Services
Pennsylvania
$1.5K +$1.55K +6 New
KG
485
Kilter Group
New York
$1.5K +$1.55K +6 New
S
486
Sachetta
Massachusetts
$1.25K – – –
JWM
487
JPL Wealth Management
Colorado
$1.25K +$1.29K +5 New
WETS
488
Wealth Enhancement Trust Services
South Dakota
$1.25K – – –
BHWM
489
Bay Harbor Wealth Management
Maryland
$1.25K +$258 +1 +25%
CSP
490
Cary Street Partners
Virginia
$1.25K +$1.29K +5 New
GEA
491
Glen Eagle Advisors
New Jersey
$1.03K – – –
CH
492
Cromwell Holdings
Wyoming
$1K – – –
MCM
493
Manchester Capital Management
Vermont
$1K – – –
CTC
494
Central Trust Company
Missouri
$752 – – –
PWPS
495
Pinnacle Wealth Planning Services
Ohio
$751 -$774 -3 -50%
CFD
496
Creative Financial Designs
Indiana
$751 – – –
IWS
497
Intentional Wealth Strategies
Colorado
$751 +$774 +3 New
VWM
498
Vermillion Wealth Management
Minnesota
$751 +$774 +3 New
EP
499
Essential Partners
California
$501 -$7.48K -29 -94%
HIA
500
HFM Investment Advisors
New Jersey
$501 – – –
18 19
20
21 22

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.