Titelia

Fund shareholders of Primerica Inc

ISIN US74164M1080 · United States · LEI 254900621R686KJR7022

Fund shareholders
389
Of which ETFs
113 276 other funds
Value held
≈ 3.9B $ 3.9B $ · 38.1M SEK · 61.4K €
Share of capital
43.7 % of 30.8M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 1,067,150303.3M $0.24 %3.47 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 996,951283.3M $0.01 %3.24 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 720,253204.7M $0.11 %2.34 %as of Jun 30, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 464,784148.7M $0.60 %1.51 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 456,129129.6M $0.19 %1.48 %as of Jun 30, 2026 ↗
Baron Generational Growth Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 453,227128.8M $6.11 %1.47 %as of Jun 30, 2026 ↗
Virtus KAR Small-Cap Core Fund Virtus Equity Trust 388,787110.5M $6.02 %1.26 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 357,585101.6M $0.10 %1.16 %as of Jun 30, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 356,693101.4M $0.80 %1.16 %as of Jun 30, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 352,898100.3M $0.88 %1.15 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 315,291100.9M $1.84 %1.02 %as of Jul 31, 2026 ↗
FMI Common Stock Fund FMI Funds Inc 265,00075.3M $3.96 %0.86 %as of Jun 30, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 245,44769.8M $0.73 %0.80 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust 233,59974.7M $1.37 %0.76 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 223,51260.3M $0.02 %0.73 %as of May 31, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 217,44369.6M $0.66 %0.71 %as of Jul 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 176,43656.5M $0.04 %0.57 %as of Jul 31, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 166,94153.4M $1.13 %0.54 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 164,64244.4M $0.10 %0.53 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 157,84644.9M $0.24 %0.51 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 153,35941.4M $0.18 %0.50 %as of May 31, 2026 ↗
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 139,79039.7M $5.96 %0.45 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 129,39236.8M $0.06 %0.42 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 125,84740.3M $0.04 %0.41 %as of Jul 31, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 124,20039.7M $0.54 %0.40 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 118,57237.9M $0.07 %0.39 %as of Jul 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 111,91131.8M $0.40 %0.36 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust 110,56835.4M $0.10 %0.36 %as of Jul 31, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 108,01130.7M $0.27 %0.35 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 106,89234.2M $0.17 %0.35 %as of Jul 31, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 97,70026.4M $1.12 %0.32 %as of May 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 95,62925.8M $0.20 %0.31 %as of May 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 95,40927.1M $0.28 %0.31 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 95,35330.5M $0.20 %0.31 %as of Jul 31, 2026 ↗
Virtus KAR Small-Cap Value Fund Virtus Equity Trust 95,19627.1M $4.52 %0.31 %as of Jun 30, 2026 ↗
Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. 94,95627M $3.26 %0.31 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 94,38226.8M $0.22 %0.31 %as of Jun 30, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 94,19725.4M $1.52 %0.31 %as of May 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 92,46026.3M $0.25 %0.30 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 86,27423.3M $0.16 %0.28 %as of May 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 85,03423M $0.02 %0.28 %as of May 31, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 84,37727M $0.59 %0.27 %as of Jul 31, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 81,12723.1M $0.04 %0.26 %as of Jun 30, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 80,40025.7M $0.91 %0.26 %as of Jul 31, 2026 ↗
LYRICAL U.S. VALUE EQUITY FUND Ultimus Managers Trust 73,13419.7M $1.56 %0.24 %as of May 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 70,05119.9M $0.03 %0.23 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 66,25921.2M $0.04 %0.22 %as of Jul 31, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 65,57118.6M $0.21 %0.21 %as of Jun 30, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 64,46617.4M $1.98 %0.21 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 60,47416.3M $0.01 %0.20 %as of May 31, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 58,65816.7M $0.72 %0.19 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 58,36318.7M $0.05 %0.19 %as of Jul 31, 2026 ↗
Select Insurance Portfolio Fidelity Select Portfolios 56,56115.3M $2.65 %0.18 %as of May 31, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 55,11417.6M $2.50 %0.18 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 55,10017.6M $0.04 %0.18 %as of Jul 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 52,99017M $0.04 %0.17 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 51,64013.9M $0.10 %0.17 %as of May 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 50,92613.7M $0.25 %0.17 %as of May 31, 2026 ↗
WisdomTree U.S. Value Fund WisdomTree Trust 49,39914M $0.48 %0.16 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 48,63413.1M $0.01 %0.16 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 48,12513.7M $0.09 %0.16 %as of Jun 30, 2026 ↗
Victory RS Partners Fund Victory Portfolios 44,09312.5M $1.84 %0.14 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 43,10412.3M $0.01 %0.14 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 41,79613.4M $0.99 %0.14 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 39,50612.6M $0.06 %0.13 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 39,17911.1M $0.01 %0.13 %as of Jun 30, 2026 ↗
Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I 37,70010.2M $0.46 %0.12 %as of May 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 36,29911.6M $0.78 %0.12 %as of Jul 31, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 34,71711.1M $0.14 %0.11 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 33,60410.8M $0.26 %0.11 %as of Jul 31, 2026 ↗
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 33,2989.5M $4.49 %0.11 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 32,0598.7M $1.21 %0.10 %as of May 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 31,8809.1M $0.24 %0.10 %as of Jun 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 30,4958.7M $0.22 %0.10 %as of Jun 30, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 30,1449.6M $0.49 %0.10 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 29,5858.4M $1.84 %0.10 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 28,1819M $0.02 %0.09 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 27,9838M $0.27 %0.09 %as of Jun 30, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 27,8158.9M $0.98 %0.09 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 27,5818.8M $0.01 %0.09 %as of Jul 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 26,8987.6M $0.13 %0.09 %as of Jun 30, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 25,2817.2M $0.24 %0.08 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 25,1886.8M $0.05 %0.08 %as of May 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 24,7797M $0.28 %0.08 %as of Jun 30, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 23,8327.6M $0.68 %0.08 %as of Jul 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 23,5096.3M $0.25 %0.08 %as of May 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 22,7966.2M $0.24 %0.07 %as of May 31, 2026 ↗
Running Oak Efficient Growth ETF Strategic Trust 21,8065.9M $1.70 %0.07 %as of May 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 21,7726.2M $0.01 %0.07 %as of Jun 30, 2026 ↗
Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust 21,4926.9M $1.43 %0.07 %as of Jul 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 21,3746.8M $0.15 %0.07 %as of Jul 31, 2026 ↗
Mid Cap Index Fund Northern Funds 20,2645.8M $0.24 %0.07 %as of Jun 30, 2026 ↗
VIP Value Strategies Portfolio Variable Insurance Products Fund III 20,2005.7M $0.47 %0.07 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 20,1705.7M $0.21 %0.07 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 20,0845.4M $0.03 %0.07 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 19,5395.6M $0.01 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 19,1565.2M $0.01 %0.06 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 18,9886.1M $0.01 %0.06 %as of Jul 31, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 18,5465M $0.27 %0.06 %as of May 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 18,1215.8M $0.23 %0.06 %as of Jul 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Virtus KAR Global Small-Cap Fund Virtus Investment Trust 7.23 %as of Jun 30, 2026 ↗
Baron Generational Growth Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 6.11 %as of Jun 30, 2026 ↗
Virtus KAR Small-Cap Core Fund Virtus Equity Trust 6.02 %as of Jun 30, 2026 ↗
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5.96 %as of Jun 30, 2026 ↗
Virtus KAR Small-Cap Value Series Virtus Variable Insurance Trust 4.53 %as of Jun 30, 2026 ↗
Virtus KAR Small-Cap Value Fund Virtus Equity Trust 4.52 %as of Jun 30, 2026 ↗
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 4.49 %as of Jun 30, 2026 ↗
FMI Common Stock Fund FMI Funds Inc 3.96 %as of Jun 30, 2026 ↗
Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. 3.26 %as of Jun 30, 2026 ↗
Sovereign's Capital Flourish Fund Elevation Series Trust 2.76 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3386+713,439,666-0.7 %
2026Q2379013,535,030+3.2 %
2026Q1379-313,119,170-4.8 %
2025Q4382-1713,787,569-3.9 %
2025Q3399+414,343,416-0.6 %
2025Q2395+2214,432,900+2.7 %
2025Q1373+314,058,540-2.8 %
2024Q4370-2514,458,337-4.6 %
2024Q3395-1415,160,122-0.2 %
2024Q2409-115,193,606+2.5 %
2024Q1410-314,828,066-5.1 %
2023Q441315,619,619

Institutional managers

494 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC3,071,590769.4M $as of Mar 31, 2026
BlackRock, Inc.2,994,602750.1M $as of Mar 31, 2026
FMR LLC2,827,218708.2M $as of Mar 31, 2026
BANK OF MONTREAL /CAN/1,257,398315M $as of Mar 31, 2026
STATE STREET CORP1,003,384251.3M $as of Mar 31, 2026
Brave Warrior Advisors, LLC879,323220.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC870,269218M $as of Mar 31, 2026
BAMCO INC /NY/860,026215.4M $as of Mar 31, 2026
FIDUCIARY MANAGEMENT INC /WI/692,022173.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP650,578162.9M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP529,207132.6M $as of Mar 31, 2026
LYRICAL ASSET MANAGEMENT LP506,040126.8M $as of Mar 31, 2026
AGF MANAGEMENT LTD430,753107.9M $as of Mar 31, 2026
Invesco Ltd.357,61589.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC326,52481.8M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.319,30180M $as of Mar 31, 2026
Bank of New York Mellon Corp314,13478.7M $as of Mar 31, 2026
NORTHERN TRUST CORP292,28573.2M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN280,12670.2M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC264,76966.1M $as of Mar 31, 2026
Quantum Capital Management, LLC / NJ250,90162.8M $as of Mar 31, 2026
Life Cycle Investment Partners Ltd245,19361.4M $as of Mar 31, 2026
NORDEA INVESTMENT MANAGEMENT AB216,46353.1M $as of Mar 31, 2026
MORGAN STANLEY214,69953.8M $as of Mar 31, 2026
FIL Ltd182,41545.7M $as of Mar 31, 2026

Declared shareholders of Primerica Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Kayne Anderson Rudnick Investment Management, LLC 8.90 %2,768,786as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Primerica Inc

47 funds declare 47 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND128.7M $as of May 31, 2026
DFA Investment Grade Portfolio113.8M $as of Jul 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND17.3M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND15.9M $as of Jun 30, 2026
DFA Intermediate-Term Extended Quality Portfolio14.4M $as of Jul 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF14.2M $as of May 31, 2026
Victory Income Fund13.6M $as of Jul 31, 2026
iShares iBonds Dec 2031 Term Corporate ETF12.9M $as of Jul 31, 2026
Schwab 5-10 Year Corporate Bond ETF12.8M $as of Jun 30, 2026
PIMCO Total Return Fund12.7M $as of Jun 30, 2026
Invesco BulletShares 2031 Corporate Bond ETF12.6M $as of May 31, 2026
Victory Pioneer Bond Fund12.3M $as of Jun 30, 2026
iShares Core U.S. Aggregate Bond ETF12.2M $as of May 31, 2026
DFA Social Fixed Income Portfolio11.5M $as of Jul 31, 2026
VictoryShares Core Intermediate Bond ETF11.3M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF11.1M $as of Jun 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1947.7K $as of May 31, 2026
Inspire Corporate Bond ETF1904.6K $as of May 31, 2026
PRAXIS IMPACT BOND FUND1900.2K $as of Jun 30, 2026
iShares Core Universal USD Bond ETF1676.3K $as of Jul 31, 2026
Dimensional Core Fixed Income ETF1585.8K $as of Jul 31, 2026
ActivePassive Core Bond ETF1455.3K $as of May 31, 2026
Nuveen Bond Index Fund1450.1K $as of Jun 30, 2026
VANGUARD BALANCED INDEX FUND1449.6K $as of Jun 30, 2026
FlexShares Credit-Scored US Corporate Bond Index Fund1356.1K $as of Jul 31, 2026
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Titelia. "Fund shareholders of Primerica Inc". https://titelia.com/en/stocks/primerica-inc-US74164M1080