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
Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust 4,0861.2M $0.72 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 4,0531.2M $0.27 %0.01 %as of Jun 30, 2026 ↗
Leadershares Alphafactor US Core Equity ETF Two Roads Shared Trust 4,0421.3M $1.06 %0.01 %as of Jul 31, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,0231.1M $0.26 %0.01 %as of May 31, 2026 ↗
Steward Large Cap Core Fund Steward Funds Inc 4,0001.3M $0.61 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 3,7101.2M $0.04 %0.01 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 3,6821M $0.02 %0.01 %as of Jun 30, 2026 ↗
Systematic Core Fund VALIC Co I 3,616976.2K $0.14 %0.01 %as of May 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 3,6001M $0.01 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 3,5821.1M $0.14 %0.01 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 3,5451.1M $0.16 %0.01 %as of Jul 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 3,446930.3K $0.36 %0.01 %as of May 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 3,4231.1M $0.28 %0.01 %as of Jul 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 3,4201.1M $0.09 %0.01 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 3,386962.3K $0.05 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,336948.1K $0.05 %0.01 %as of Jun 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 3,272929.9K $0.18 %0.01 %as of Jun 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 3,1861M $0.06 %0.01 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 3,177902.9K $0.26 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 3,1281M $0.22 %0.01 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 3,078831K $0.13 %0.01 %as of May 31, 2026 ↗
Steward Large Cap Value Fund Steward Funds Inc 3,000959.9K $0.63 %0.01 %as of Jul 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 2,894926K $0.33 %0.01 %as of Jul 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 2,840908.7K $0.73 %0.01 %as of Jul 31, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 2,830804.3K $0.05 %0.01 %as of Jun 30, 2026 ↗
NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust 2,813799.5K $0.44 %0.01 %as of Jun 30, 2026 ↗
Steward Equity Market Neutral Fund Steward Funds Inc 2,800895.9K $0.76 %0.01 %as of Jul 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,788792.3K $0.22 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,774788.4K $0.16 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,693727K $0.01 %0.01 %as of May 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 2,624708.4K $0.01 %0.01 %as of May 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,597738.1K $0.04 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,587735.2K $0.12 %0.01 %as of Jun 30, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 2,583826.5K $0.13 %0.01 %as of Jul 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 2,549724.4K $0.22 %0.01 %as of Jun 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 2,473702.8K $0.06 %0.01 %as of Jun 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 2,442659.3K $0.12 %0.01 %as of May 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 2,436692.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
MML VIP Franklin Templeton Equity Fund MML Series Investment Fund II 2,400682.1K $0.07 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 2,364638.2K $0.05 %0.01 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,347667K $0.04 %0.01 %as of Jun 30, 2026 ↗
WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST 2,333663K $1.17 %0.01 %as of Jun 30, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 2,323660.2K $0.24 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,323660.2K $0.16 %0.01 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 2,322659.9K $0.02 %0.01 %as of Jun 30, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,280729.5K $0.32 %0.01 %as of Jul 31, 2026 ↗
Baron Financials ETF Baron ETF Trust 2,279647.7K $1.41 %0.01 %as of Jun 30, 2026 ↗
DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust 2,255721.5K $2.02 %0.01 %as of Jul 31, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 2,228633.2K $0.27 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,213708.1K $0.01 %0.01 %as of Jul 31, 2026 ↗
LVIP Avantis Large Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,154612.2K $0.23 %0.01 %as of Jun 30, 2026 ↗
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 2,144609.3K $1.04 %0.01 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,951554.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 1,938523.2K $0.06 %0.01 %as of May 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 1,935522.4K $0.08 %0.01 %as of May 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,836495.7K $0.20 %0.01 %as of May 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 1,819517K $0.02 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 1,818490.8K $0.12 %0.01 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,733492.5K $0.05 %0.01 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,711486.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 1,647468.1K $0.02 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,617459.6K $0.06 %0.01 %as of Jun 30, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 1,603455.6K $0.30 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,586450.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 1,586428.2K $0.02 %0.01 %as of May 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 1,571424.1K $0.05 %0.01 %as of May 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,562421.7K $0.09 %0.01 %as of May 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 1,561421.4K $0.15 %0.01 %as of May 31, 2026 ↗
Copeland Dividend Growth Fund Copeland Trust 1,482400.1K $1.55 %0.00 %as of May 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 1,428405.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,408450.5K $0.16 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,392375.8K $0.05 %0.00 %as of May 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,380441.5K $0.08 %0.00 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,374370.9K $0.05 %0.00 %as of May 31, 2026 ↗
Quantified Managed Income Fund Advisors Preferred Trust 1,368388.8K $0.35 %0.00 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1,360435.1K $0.02 %0.00 %as of Jul 31, 2026 ↗
WBI BullBear Value 3000 ETF Absolute Shares Trust 1,355385.1K $1.64 %0.00 %as of Jun 30, 2026 ↗
WPG Partners Small Cap Value Diversified Fund RBB Fund, Inc. 1,313354.5K $0.97 %0.00 %as of May 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 1,302416.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,300369.5K $0.07 %0.00 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 1,290366.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 1,279409.2K $0.04 %0.00 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,260340.2K $0.01 %0.00 %as of May 31, 2026 ↗
NAA MID GROWTH FUND New Age Alpha Funds Trust 1,179335.1K $0.44 %0.00 %as of Jun 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 1,144325.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,132321.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 1,102297.5K $0.19 %0.00 %as of May 31, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 1,100312.6K $0.07 %0.00 %as of Jun 30, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,089294K $0.15 %0.00 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 1,075290.2K $0.01 %0.00 %as of May 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 1,056285.1K $0.03 %0.00 %as of May 31, 2026 ↗
WBI BullBear Yield 3000 ETF Absolute Shares Trust 1,052299K $1.09 %0.00 %as of Jun 30, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 1,033278.9K $0.24 %0.00 %as of May 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,000270K $0.01 %0.00 %as of May 31, 2026 ↗
Strategic Alternatives Fund GuideStone Funds 984279.7K $0.10 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 963273.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 962307.8K $0.03 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 950270K $0.02 %0.00 %as of Jun 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 950270K $0.12 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 930251.1K $0.09 %0.00 %as of May 29, 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