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
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 15,8694M $0.02 %0.05 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 15,3943.9M $0.01 %0.05 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 14,8823.7M $0.25 %0.05 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 14,8443.7M $0.25 %0.05 %as of Mar 31, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 14,2063.6M $0.96 %0.05 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 13,4083.8M $0.19 %0.04 %as of Apr 30, 2026 ↗
JNL Multi-Manager Alternative Fund JNL Series Trust 13,1923.3M $0.35 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 12,9333.6M $0.03 %0.04 %as of Apr 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 12,8583.6M $0.26 %0.04 %as of Apr 30, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 12,7573.2M $0.30 %0.04 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 12,5813.5M $0.03 %0.04 %as of Apr 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 12,4693.1M $0.12 %0.04 %as of Mar 31, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 12,2893.5M $0.76 %0.04 %as of Apr 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 12,2503.4M $0.04 %0.04 %as of Apr 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 12,2093.4M $0.26 %0.04 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 12,0313M $0.25 %0.04 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,8953.3M $0.06 %0.04 %as of Apr 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 11,7772.9M $0.27 %0.04 %as of Mar 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 11,3372.8M $0.24 %0.04 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 11,2853.2M $0.06 %0.04 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 11,2123.2M $0.13 %0.04 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 11,1842.8M $0.11 %0.04 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 11,1323.1M $0.03 %0.04 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 11,0422.8M $0.21 %0.04 %as of Feb 28, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 11,0302.8M $0.12 %0.04 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 10,9892.8M $0.01 %0.04 %as of Mar 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 10,9473.1M $0.24 %0.04 %as of Apr 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,8723.1M $0.23 %0.04 %as of Apr 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 10,8322.7M $0.24 %0.04 %as of Mar 31, 2026 ↗
LS OPPORTUNITY FUND Valued Advisers Trust 10,7002.7M $2.86 %0.03 %as of Feb 28, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 10,4352.6M $0.05 %0.03 %as of Feb 28, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 10,3852.6M $0.35 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 10,2272.9M $0.01 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 9,7282.7M $0.01 %0.03 %as of Apr 30, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 9,6592.4M $0.33 %0.03 %as of Mar 31, 2026 ↗
Virtus KAR Global Small-Cap Fund Virtus Investment Trust 9,6402.4M $7.06 %0.03 %as of Mar 31, 2026 ↗
BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. 9,4622.4M $0.51 %0.03 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 9,4082.4M $0.10 %0.03 %as of Feb 28, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,3302.3M $0.25 %0.03 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 9,0732.3M $0.27 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 8,9902.3M $0.01 %0.03 %as of Mar 31, 2026 ↗
Virtus KAR Small-Cap Value Series Virtus Variable Insurance Trust 8,9302.2M $4.49 %0.03 %as of Mar 31, 2026 ↗
MOA SMALL CAP GROWTH FUND MoA Funds Corp 8,7572.2M $0.53 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 8,6212.4M $0.11 %0.03 %as of Apr 30, 2026 ↗
Sovereign's Capital Flourish Fund Elevation Series Trust 8,5612.4M $2.56 %0.03 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 8,53720.4M SEK0.07 %0.03 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 8,4712.4M $0.02 %0.03 %as of Apr 30, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 8,0912.3M $0.60 %0.03 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 8,0162.3M $0.11 %0.03 %as of Apr 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 7,7691.9M $0.26 %0.03 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 7,7412.2M $0.02 %0.03 %as of Apr 30, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 7,5781.9M $0.33 %0.02 %as of Mar 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 7,3681.8M $0.29 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 7,1911.8M $0.25 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 7,0961.8M $0.02 %0.02 %as of Feb 28, 2026 ↗
Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST 7,0002M $0.49 %0.02 %as of Apr 30, 2026 ↗
Copeland SMID Cap Dividend Growth Fund Copeland Trust 6,9791.8M $1.20 %0.02 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 6,8711.9M $0.20 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 6,7451.7M $0.01 %0.02 %as of Mar 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,4091.6M $0.18 %0.02 %as of Feb 28, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 6,3001.8M $2.18 %0.02 %as of Apr 30, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 6,2901.8M $0.20 %0.02 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 6,1721.7M $0.02 %0.02 %as of Apr 30, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 6,0831.5M $0.35 %0.02 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 6,0681.7M $0.07 %0.02 %as of Apr 30, 2026 ↗
Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust 6,0171.5M $1.02 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. Multifactor Fund WisdomTree Trust 5,9651.5M $0.43 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 5,9291.5M $0.13 %0.02 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 5,9001.5M $0.02 %0.02 %as of Mar 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 5,8801.5M $0.24 %0.02 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 5,8421.5M $0.11 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 5,7701.6M $0.07 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,7031.6M $0.13 %0.02 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 5,5311.4M $0.01 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 5,4821.5M $0.25 %0.02 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 5,4061.4M $0.08 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,3481.4M $0.01 %0.02 %as of Feb 28, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 5,0501.3M $0.25 %0.02 %as of Feb 28, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 5,0331.3M $0.25 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,9291.3M $0.10 %0.02 %as of Feb 28, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 4,9081.2M $0.05 %0.02 %as of Mar 31, 2026 ↗
Systematic Core Fund VALIC Co I 4,8951.2M $0.18 %0.02 %as of Feb 28, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 4,8601.4M $0.26 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,7971.2M $0.12 %0.02 %as of Mar 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 4,7671.2M $0.27 %0.02 %as of Mar 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 4,7331.3M $0.28 %0.02 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 4,7301.2M $0.03 %0.02 %as of Mar 31, 2026 ↗
Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC 4,6941.2M $0.35 %0.02 %as of Mar 31, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 4,6701.2M $0.16 %0.02 %as of Mar 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 4,6461.3M $1.09 %0.02 %as of Apr 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 4,6321.3M $0.22 %0.02 %as of Apr 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 4,4851.1M $0.18 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,3111.1M $0.27 %0.01 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,2991.2M $0.05 %0.01 %as of Apr 30, 2026 ↗
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 4,2271.1M $0.68 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 4,2201.1M $0.15 %0.01 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,2031.1M $0.14 %0.01 %as of Mar 31, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 4,1921.2M $0.37 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4,0401.1M $0.05 %0.01 %as of Apr 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 7.06 %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