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 ESG Select Screened S&P Mid-Cap ETF iShares Trust 3,892974.9K $0.28 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,737936K $0.06 %0.01 %as of Mar 31, 2026 ↗
VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds 3,7191M $0.38 %0.01 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 3,695925.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 3,682922.3K $0.02 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 3,6651M $0.03 %0.01 %as of Apr 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 3,6641M $0.26 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 3,6011M $0.13 %0.01 %as of Apr 30, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 3,6001M $0.08 %0.01 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,477870.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 3,463867.4K $0.20 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 3,386848.1K $0.05 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 3,078780.8K $0.14 %0.01 %as of Feb 28, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 3,050857.9K $0.30 %0.01 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 3,044856.2K $0.20 %0.01 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 3,036760.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
Zacks Small/Mid Cap ETF Zacks Trust 2,970753.4K $0.37 %0.01 %as of Feb 28, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 2,958740.9K $0.35 %0.01 %as of Mar 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 2,902726.9K $0.25 %0.01 %as of Mar 31, 2026 ↗
NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust 2,864717.4K $0.45 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,853723.7K $0.02 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,788698.3K $0.22 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,750697.6K $0.08 %0.01 %as of Feb 28, 2026 ↗
Steward Large Cap Value Fund Steward Funds Inc 2,700759.4K $0.55 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,672669.3K $0.18 %0.01 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 2,630739.7K $0.08 %0.01 %as of Apr 30, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 2,614735.2K $0.13 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,606661K $0.01 %0.01 %as of Feb 28, 2026 ↗
MML Equity Fund MML Series Investment Fund II 2,600651.2K $0.07 %0.01 %as of Mar 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 2,584647.2K $0.06 %0.01 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,582646.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 2,483698.4K $0.11 %0.01 %as of Apr 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 2,476628.1K $0.12 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 2,436610.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 2,430616.4K $0.01 %0.01 %as of Feb 28, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,423681.5K $0.31 %0.01 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,406676.7K $0.02 %0.01 %as of Apr 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 2,401675.3K $0.05 %0.01 %as of Apr 30, 2026 ↗
WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST 2,384597.1K $1.27 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,347587.9K $0.05 %0.01 %as of Mar 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 2,323581.9K $0.24 %0.01 %as of Mar 31, 2026 ↗
Baron Financials ETF Baron ETF Trust 2,312579.1K $1.26 %0.01 %as of Mar 31, 2026 ↗
WBI BullBear Yield 3000 ETF Absolute Shares Trust 2,304577.1K $2.11 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,243561.8K $0.15 %0.01 %as of Mar 31, 2026 ↗
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 2,230558.6K $0.99 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2,205559.3K $0.06 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 2,143543.6K $0.05 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,130533.5K $0.12 %0.01 %as of Mar 31, 2026 ↗
WBI BullBear Value 3000 ETF Absolute Shares Trust 2,105527.3K $2.28 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,067517.7K $0.06 %0.01 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,066524.1K $0.20 %0.01 %as of Feb 28, 2026 ↗
DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust 1,964552.4K $1.61 %0.01 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,934484.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 1,932483.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 1,922481.4K $0.09 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 1,823462.4K $0.06 %0.01 %as of Feb 28, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 1,647412.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 1,645417.3K $0.13 %0.01 %as of Feb 28, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 1,603401.5K $0.31 %0.01 %as of Mar 31, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 1,597449.2K $0.48 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,588397.8K $0.06 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 1,586402.3K $0.03 %0.01 %as of Feb 28, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,582401.3K $0.09 %0.01 %as of Feb 28, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 1,561396K $0.16 %0.01 %as of Feb 28, 2026 ↗
Copeland Dividend Growth Fund Copeland Trust 1,550393.2K $1.45 %0.01 %as of Feb 28, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 1,527382.5K $0.25 %0.00 %as of Mar 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 1,505377K $0.13 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,465412.1K $0.15 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,444366.3K $0.05 %0.00 %as of Feb 28, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 1,428362.2K $0.05 %0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 1,424356.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 1,416398.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 1,414354.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
WPG Partners Small Cap Value Diversified Fund RBB Fund, Inc. 1,349342.2K $0.96 %0.00 %as of Feb 28, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1,296364.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 1,290323.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,289322.9K $0.08 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,275319.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,226311K $0.01 %0.00 %as of Feb 28, 2026 ↗
NAA MID GROWTH FUND New Age Alpha Funds Trust 1,212303.6K $0.45 %0.00 %as of Mar 31, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 1,200300.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 1,161326.6K $0.12 %0.00 %as of Apr 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 1,132283.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 1,099278.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 1,096278K $0.24 %0.00 %as of Feb 28, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,089276.2K $0.15 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 1,064269.9K $0.18 %0.00 %as of Feb 28, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 1,056267.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 1,042293.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,040292.5K $0.15 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 1,030258K $0.03 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,000253.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
Strategic Alternatives Fund GuideStone Funds 984246.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 977244.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 971273.1K $0.07 %0.00 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 963241.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 950238K $0.12 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 879247.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 853213.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 829207.6K $0.02 %0.00 %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