Titelia

Fund shareholders of Primerica Inc

ISIN US74164M1080 · United States · LEI 254900621R686KJR7022

Fund shareholders
382
Of which ETFs
112 270 other funds
Value held
3.5B $ 38.1M SEK · 61.4K €
Share of capital
44.0 % of 30.8M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 1,056,733264.7M $0.25 %3.43 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,014,827254.2M $0.01 %3.30 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 735,930184.3M $0.11 %2.39 %as of Mar 31, 2026 ↗
BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 576,000144.3M $5.52 %1.87 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 468,626117.4M $0.19 %1.52 %as of Mar 31, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 465,408130.9M $0.55 %1.51 %as of Apr 30, 2026 ↗
Virtus KAR Small-Cap Core Fund Virtus Equity Trust 426,287106.8M $5.93 %1.39 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 356,20789.2M $0.11 %1.16 %as of Mar 31, 2026 ↗
FMI Common Stock Fund FMI Funds Inc 335,00083.9M $4.78 %1.09 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 332,59193.5M $1.84 %1.08 %as of Apr 30, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 330,16582.7M $0.82 %1.07 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 304,69376.3M $0.68 %0.99 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust 258,62272.7M $1.40 %0.84 %as of Apr 30, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 245,44761.5M $0.77 %0.80 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 213,97254.3M $0.02 %0.70 %as of Feb 28, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 206,64358.1M $0.60 %0.67 %as of Apr 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 179,23150.4M $0.04 %0.58 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 173,54148.8M $0.97 %0.56 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 166,67042.3M $0.10 %0.54 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 155,87939M $0.25 %0.51 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 154,94939.3M $0.19 %0.50 %as of Feb 28, 2026 ↗
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 139,79035M $5.49 %0.45 %as of Mar 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 135,68734M $0.42 %0.44 %as of Mar 31, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 129,40036.4M $0.53 %0.42 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 125,45035.3M $0.04 %0.41 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 122,24230.6M $0.06 %0.40 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 117,78833.1M $0.07 %0.38 %as of Apr 30, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 112,81028.3M $0.29 %0.37 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Value Fund Virtus Equity Trust 108,59627.2M $4.52 %0.35 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 105,31529.6M $0.16 %0.34 %as of Apr 30, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 98,34024.9M $1.41 %0.32 %as of Feb 28, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 97,70024.8M $1.12 %0.32 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust 97,47527.4M $0.10 %0.32 %as of Apr 30, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 95,40923.9M $0.29 %0.31 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 94,38223.6M $0.23 %0.31 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 92,91123.3M $0.25 %0.30 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 89,18722.6M $0.02 %0.29 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 86,18121.9M $0.16 %0.28 %as of Feb 28, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 83,75323.6M $0.55 %0.27 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 83,47723.5M $0.17 %0.27 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 80,76520.5M $0.19 %0.26 %as of Feb 28, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 80,40022.6M $0.76 %0.26 %as of Apr 30, 2026 ↗
Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. 77,25619.4M $2.49 %0.25 %as of Mar 31, 2026 ↗
LYRICAL U.S. VALUE EQUITY FUND Ultimus Managers Trust 76,95419.5M $1.70 %0.25 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 73,88318.5M $0.03 %0.24 %as of Mar 31, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 68,04117.3M $1.84 %0.22 %as of Feb 28, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 68,01317M $0.21 %0.22 %as of Mar 31, 2026 ↗
Select Insurance Portfolio Fidelity Select Portfolios 65,36116.6M $2.47 %0.21 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 63,88318M $0.04 %0.21 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 59,72615.2M $0.01 %0.19 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 58,36316.4M $0.04 %0.19 %as of Apr 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 55,19415.5M $0.04 %0.18 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 55,10015.5M $0.04 %0.18 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 54,09713.7M $0.10 %0.18 %as of Feb 28, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 51,98914.6M $2.14 %0.17 %as of Apr 30, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 50,25812.6M $0.76 %0.16 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 48,57712.3M $0.23 %0.16 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 47,34112M $0.01 %0.15 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 46,63311.7M $0.01 %0.15 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 45,67911.4M $0.08 %0.15 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 45,49612.8M $0.99 %0.15 %as of Apr 30, 2026 ↗
WisdomTree U.S. Value Fund WisdomTree Trust 44,65311.2M $0.43 %0.15 %as of Mar 31, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 43,63610.9M $0.02 %0.14 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 41,43710.4M $0.01 %0.13 %as of Mar 31, 2026 ↗
Victory RS Partners Fund Victory Portfolios 41,29310.3M $1.78 %0.13 %as of Mar 31, 2026 ↗
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 39,79810M $4.52 %0.13 %as of Mar 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 35,73610.1M $0.78 %0.12 %as of Apr 30, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 32,9759.3M $0.12 %0.11 %as of Apr 30, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 32,8778.3M $1.10 %0.11 %as of Feb 28, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 32,2048.1M $0.25 %0.10 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 30,8877.7M $1.85 %0.10 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 30,7948.7M $0.24 %0.10 %as of Apr 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 30,7817.7M $0.21 %0.10 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 29,5928.3M $0.43 %0.10 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 28,1837.1M $0.28 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 28,1817.9M $0.01 %0.09 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 27,5817.8M $0.01 %0.09 %as of Apr 30, 2026 ↗
Running Oak Efficient Growth ETF Strategic Trust 27,0856.9M $1.78 %0.09 %as of Feb 28, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 26,1616.6M $0.25 %0.09 %as of Mar 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 25,4517.2M $0.67 %0.08 %as of Apr 30, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 25,4037.1M $0.86 %0.08 %as of Apr 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 25,2876.3M $0.13 %0.08 %as of Mar 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 24,9736.3M $0.24 %0.08 %as of Feb 28, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 24,7596.2M $0.31 %0.08 %as of Mar 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 23,5356M $0.23 %0.08 %as of Feb 28, 2026 ↗
iShares Russell 1000 ETF iShares Trust 23,5115.9M $0.01 %0.08 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 23,3805.9M $0.05 %0.08 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 20,6445.2M $0.21 %0.07 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 20,1995.1M $0.25 %0.07 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 19,5394.9M $0.01 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 18,9885.3M $0.01 %0.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 18,5004.7M $0.03 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 18,4254.7M $0.01 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 17,9614.5M $0.01 %0.06 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 17,8305M $0.06 %0.06 %as of Apr 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 17,5304.9M $0.14 %0.06 %as of Apr 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 17,4844.9M $0.21 %0.06 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 16,8954.3M $0.26 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 16,5634.7M $0.01 %0.05 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 15,9104M $0.02 %0.05 %as of Mar 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 7.06 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Core Fund Virtus Equity Trust 5.93 %as of Mar 31, 2026 ↗
BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 5.52 %as of Mar 31, 2026 ↗
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5.49 %as of Mar 31, 2026 ↗
FMI Common Stock Fund FMI Funds Inc 4.78 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Value Fund Virtus Equity Trust 4.52 %as of Mar 31, 2026 ↗
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 4.52 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Value Series Virtus Variable Insurance Trust 4.49 %as of Mar 31, 2026 ↗
LS OPPORTUNITY FUND Valued Advisers Trust 2.86 %as of Feb 28, 2026 ↗
Sovereign's Capital Flourish Fund Elevation Series Trust 2.56 %as of Apr 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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 are 2 beneficial ownership filings. 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
Vanguard Portfolio Management 5.79 %1,835,393as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.29 %1,677,279as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Primerica Inc

46 funds declare 46 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 Feb 28, 2026
DFA Investment Grade Portfolio113.9M $as of Apr 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND17.3M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND15.9M $as of Mar 31, 2026
DFA Intermediate-Term Extended Quality Portfolio14.5M $as of Apr 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF14.2M $as of Feb 28, 2026
iShares iBonds Dec 2031 Term Corporate ETF13.8M $as of Apr 30, 2026
Victory Income Fund13.6M $as of Apr 30, 2026
Invesco BulletShares 2031 Corporate Bond ETF12.9M $as of Feb 28, 2026
PIMCO Total Return Fund12.7M $as of Mar 31, 2026
Schwab 5-10 Year Corporate Bond ETF12.6M $as of Mar 31, 2026
Victory Pioneer Bond Fund12.3M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF12.2M $as of Feb 28, 2026
DFA Social Fixed Income Portfolio11.5M $as of Apr 30, 2026
VictoryShares Core Intermediate Bond ETF11.3M $as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF11.2M $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1951.6K $as of Feb 28, 2026
Inspire Corporate Bond ETF1916.7K $as of Feb 28, 2026
PRAXIS IMPACT BOND FUND1894.3K $as of Mar 31, 2026
Dimensional Core Fixed Income ETF1592.1K $as of Apr 30, 2026
iShares Core Universal USD Bond ETF1548.4K $as of Apr 30, 2026
ActivePassive Core Bond ETF1461K $as of Feb 28, 2026
VANGUARD BALANCED INDEX FUND1447.4K $as of Mar 31, 2026
Nuveen Bond Index Fund1447.1K $as of Mar 31, 2026
iShares U.S. Intermediate Credit Bond Index Fund1381.2K $as of Apr 30, 2026
Cite this page

Titelia. "Fund shareholders of Primerica Inc". https://titelia.com/en/stocks/primerica-inc-US74164M1080