Primerica, Inc.· PRI

🇺🇸 US · MidSP400NYSE

Financial ServicesInsurance - LifeWebsite

Price: $318.15
Day: +0.28%
Mkt Cap: $9.92B
52W Range: $230.09 – $326.78
Volume: 144.1K
Beta: 0.87

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Primerica, Inc.

PRI|Financial Services|Insurance - Life

Current price: $318

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$924.1K

Net share flow-3.3K

Purchases0 ($0)

Sales2 ($924.1K)

Top Notable Transactions

Insider

Type

Value

Date

BENSON P GEORGE

Sale

$1.0M

Mar 2

Pitts Gregory C.

Sale

$1.0M

Mar 2

Rand Alison S.

Sale

$989.1K

Mar 2

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership93.8%

13F share flow-3.9%

Investors holding511

+313 adding-228 reducing

253

164

New 60Inc 253Red 164Closed 64

Top Institutional Holders

Institution

Value

Change

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

$769.4M

-4.9%

BLACKROCK, INC.

$750.1M

-0.6%

FMR LLC

$708.2M

-1.2%

BANK OF MONTREAL /CAN/

$315.0M

-6.1%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting151

Total shares held6.6M

Share flow-15.0%

47 buying33 selling

Buying 47Unchanged 71Selling 33

Top Fund Holders

Fund

Weight

Change

Fidelity Rutland Square Trust II

308.5K

0.02%

+5.4K

SCHWAB STRATEGIC TRUST

279.1K

0.09%

+598

FIDELITY CONCORD STREET TRUST

273.8K

0.10%

+13

AMERICAN CENTURY ETF TRUST

140.7K

0.06%

+17.5K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore PRI on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

PRI Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.2/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+14

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.2/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for PRI

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q2 2026

2 sales totaling $924.1K (3.3K shares)

Share volume is at a routine pace (0.7x average)

Sell-only pattern: no insider purchases across 7 quarters

Steady selling pace across recent quarters

Notable Recent Transactions, PRI

Top 8 highest-value recent insider trades

BENSON P GEORGE

Director

Sell

5,645 shares at $185.68

Mar 2, 2023$1.05M

Pitts Gregory C.

COO

Sell

5,444 shares at $184.65

Mar 2, 2023$1.01M

Rand Alison S.

CFO

Sell

5,340 shares at $185.23

Mar 2, 2023$989.10K

Williams Glenn J.

Director

Sell

4,000 shares at $246.55

Feb 16, 2024$986.19K

Pitts Gregory C.

COO

Sell

3,759 shares at $245.43

Mar 11, 2024$922.56K

Williams Glenn J.

Director

Sell

3,000 shares at $301.27

Nov 11, 2024$903.82K

Williams Glenn J.

Director

Sell

4,000 shares at $213.47

Aug 10, 2023$853.87K

Williams Glenn J.

Director

Sell

3,000 shares at $281.74

Feb 18, 2025$845.21K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for PRI

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

93.8% institutional ownership

Slight accumulation: 313 adding vs 228 reducing

13F shares decreased by 0.8%, a modest change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+94 growing-395 shrinkingNet: -301

339

New (17)

Increased (77)

Reduced (56)

Closed (339)

Top Institutional Holders, PRI

Largest 8 institutional positions by ownership percentage as of Q2 2026

PHILOSMITH CAPITAL CORP

117.6K

$33.4M

Ownership

0.37%

-0.5%

EULAV ASSET MANAGEMENT

95.0K

$27.0M

Ownership

0.30%

+22.9%

ENVESTNET ASSET MANAGEMENT INC

86.9K

$24.7M

Ownership

0.27%

-4.9%

COPELAND CAPITAL MANAGEMENT, LLC

86.2K

$24.5M

Ownership

0.27%

-4.9%

PRINCIPAL FINANCIAL GROUP INC

70.8K

$20.1M

Ownership

0.22%

-0.6%

ALPS ADVISORS INC

61.6K

$17.5M

Ownership

0.19%

-7.3%

ARTEMIS INVESTMENT MANAGEMENT LLP

40.3K

$11.4M

Ownership

0.13%

-1.7%

RUNNING OAK CAPITAL LLC

39.2K

$11.1M

Ownership

0.12%

-30.8%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 151 ETFs and mutual funds reporting

47 buying33 sellingNet: +14

Buying (47)

Unchanged (71)

Selling (33)

Bullish Signal

Funds accumulating in Q2 2026

151 ETFs and mutual funds reporting

47 buying vs 33 selling (balanced)

Top Fund Holders, PRI

Largest 8 ETF and mutual fund positions by shares held as of latest filing

Fidelity Rutland Square Trust II

308.5K

Weight

0.02%

Increased

SCHWAB STRATEGIC TRUST

279.1K

Weight

0.09%

Increased

FIDELITY CONCORD STREET TRUST

273.8K

Weight

0.10%

Increased

AMERICAN CENTURY ETF TRUST

140.7K

Weight

0.06%

Increased

FIDELITY ADVISOR SERIES I

135.4K

Weight

0.07%

Increased

WisdomTree Trust

92.0K

Weight

0.00%

No change

VANGUARD ADMIRAL FUNDS

80.8K

Weight

1.51%

Increased

Invesco Exchange-Traded Fund Trust II

44.3K

Weight

0.01%

Decreased

Primerica, Inc.· PRI

Holdings Analysis

Insider Trading Activity

1.3Transaction History63Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings99Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History63Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings99Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights