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
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 17,6465.6M $0.07 %0.06 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 17,2314.9M $0.01 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 16,9245.4M $0.01 %0.05 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 16,9214.6M $0.02 %0.05 %as of May 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 15,9024.5M $0.22 %0.05 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 15,4344.4M $0.12 %0.05 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 15,3774.4M $0.01 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 15,0154.3M $0.01 %0.05 %as of Jun 30, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 14,7974.2M $1.00 %0.05 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 14,4244.1M $0.24 %0.05 %as of Jun 30, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 14,1054M $0.24 %0.05 %as of Jun 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 13,8853.7M $0.07 %0.05 %as of May 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 13,6664.4M $0.22 %0.04 %as of Jul 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 12,3634M $0.03 %0.04 %as of Jul 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 12,2503.9M $0.04 %0.04 %as of Jul 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 11,9233.8M $0.28 %0.04 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,8953.8M $0.07 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 11,4993.7M $0.14 %0.04 %as of Jul 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 11,3543.1M $0.21 %0.04 %as of May 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 11,3223.6M $0.03 %0.04 %as of Jul 31, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 11,3113.2M $0.28 %0.04 %as of Jun 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 11,2903.6M $0.28 %0.04 %as of Jul 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 11,1733.2M $0.01 %0.04 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 11,1043.2M $0.10 %0.04 %as of Jun 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 11,0883.2M $0.24 %0.04 %as of Jun 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 11,0123.1M $0.25 %0.04 %as of Jun 30, 2026 ↗
JNL Multi-Manager Alternative Fund JNL Series Trust 10,9173.1M $0.32 %0.04 %as of Jun 30, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 10,8823.5M $0.85 %0.04 %as of Jul 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,8723.5M $0.25 %0.04 %as of Jul 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 10,7993.1M $0.23 %0.04 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 10,5643.4M $0.03 %0.03 %as of Jul 31, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 10,3853M $0.35 %0.03 %as of Jun 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 10,2642.9M $0.24 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 9,8173.1M $0.01 %0.03 %as of Jul 31, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 9,7342.8M $0.38 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 9,6063.1M $0.01 %0.03 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 9,5143M $0.02 %0.03 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 9,2402.5M $0.10 %0.03 %as of May 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 8,9822.6M $0.27 %0.03 %as of Jun 30, 2026 ↗
Virtus KAR Global Small-Cap Fund Virtus Investment Trust 8,9432.5M $7.23 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 8,9202.5M $0.01 %0.03 %as of Jun 30, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,7302.5M $0.24 %0.03 %as of Jun 30, 2026 ↗
MOA SMALL CAP GROWTH FUND MoA Funds Corp 8,6132.4M $0.49 %0.03 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 8,53720.4M SEK0.07 %0.03 %as of Mar 31, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 8,4912.7M $0.68 %0.03 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 8,3992.7M $0.02 %0.03 %as of Jul 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 8,2482.6M $0.11 %0.03 %as of Jul 31, 2026 ↗
Virtus KAR Small-Cap Value Series Virtus Variable Insurance Trust 8,2302.3M $4.53 %0.03 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 8,0162.6M $0.13 %0.03 %as of Jul 31, 2026 ↗
Sovereign's Capital Flourish Fund Elevation Series Trust 7,5442.4M $2.76 %0.02 %as of Jul 31, 2026 ↗
Institutionella Aktiefonden Stabil Nordea Funds Ab 7,49517.7M SEK0.87 %0.02 %as of Mar 31, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 7,3682.1M $0.29 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 7,1851.9M $0.01 %0.02 %as of May 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 7,0702M $0.12 %0.02 %as of Jun 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 6,9252M $0.24 %0.02 %as of Jun 30, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 6,9022M $0.30 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 6,8251.9M $0.01 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST 6,7652.2M $0.53 %0.02 %as of Jul 31, 2026 ↗
Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC 6,6801.9M $0.55 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 6,6801.9M $0.26 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 6,6431.9M $0.07 %0.02 %as of Jun 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 6,6261.9M $0.22 %0.02 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 6,6182.1M $0.02 %0.02 %as of Jul 31, 2026 ↗
Copeland SMID Cap Dividend Growth Fund Copeland Trust 6,5701.8M $1.28 %0.02 %as of May 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 6,4121.7M $0.37 %0.02 %as of May 31, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 6,3131.7M $0.14 %0.02 %as of May 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 6,3022M $0.07 %0.02 %as of Jul 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 6,3002M $2.54 %0.02 %as of Jul 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 6,1302M $0.20 %0.02 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 5,8491.7M $0.09 %0.02 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 5,7951.6M $0.25 %0.02 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 5,7701.8M $0.07 %0.02 %as of Jul 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 5,7391.6M $0.24 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,6391.8M $0.13 %0.02 %as of Jul 31, 2026 ↗
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 5,5921.8M $0.01 %0.02 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 5,5311.6M $0.01 %0.02 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 5,4921.6M $0.07 %0.02 %as of Jun 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,4411.5M $0.18 %0.02 %as of May 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 5,4121.7M $0.27 %0.02 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,2331.4M $0.01 %0.02 %as of May 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 5,2211.5M $0.11 %0.02 %as of Jun 30, 2026 ↗
VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds 5,2021.7M $0.58 %0.02 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 4,9211.6M $0.16 %0.02 %as of Jul 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 4,9091.4M $0.06 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,8491.3M $0.10 %0.02 %as of May 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 4,8081.3M $0.20 %0.02 %as of May 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,7971.4M $0.11 %0.02 %as of Jun 30, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 4,6731.3M $0.24 %0.02 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 4,6471.5M $0.23 %0.02 %as of Jul 31, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 4,6291.2M $0.16 %0.02 %as of May 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 4,4941.4M $0.28 %0.01 %as of Jul 31, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 4,3871.2M $0.15 %0.01 %as of Jun 30, 2026 ↗
iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust 4,3851.4M $0.08 %0.01 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,2991.4M $0.06 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4,2721.4M $0.06 %0.01 %as of Jul 31, 2026 ↗
NYLIM Candriam U.S. Mid Cap Equity ETF NYLIM ETF Trust 4,2031.3M $0.41 %0.01 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,2031.2M $0.14 %0.01 %as of Jun 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 4,1811.3M $0.28 %0.01 %as of Jul 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 4,1651.2M $0.24 %0.01 %as of Jun 30, 2026 ↗
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 4,0941.2M $0.67 %0.01 %as of Jun 30, 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
Cite this page

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