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
Brookstone Dividend Stock ETF Northern Lights Fund Trust IV 910245.7K $0.26 %0.00 %as of May 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 886283.5K $0.04 %0.00 %as of Jul 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 873248.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 850241.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 824263.6K $0.20 %0.00 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 808218.1K $0.02 %0.00 %as of May 31, 2026 ↗
Unusual Whales Subversive Republican Trading ETF Tidal Trust I 805228.8K $0.26 %0.00 %as of Jun 30, 2026 ↗
JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS 800227.4K $0.70 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 794225.7K $0.06 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 784222.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 779249.2K $0.13 %0.00 %as of Jul 31, 2026 ↗
Voya Balanced Income Portfolio Voya Investors Trust 752213.7K $0.08 %0.00 %as of Jun 30, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 727232.6K $0.25 %0.00 %as of Jul 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 712202.4K $0.06 %0.00 %as of Jun 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 701224.3K $0.01 %0.00 %as of Jul 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 683184.4K $0.04 %0.00 %as of May 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 682193.8K $0.08 %0.00 %as of Jun 30, 2026 ↗
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 676216.3K $0.61 %0.00 %as of Jul 31, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 645206.4K $0.99 %0.00 %as of Jul 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 625177.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 592168.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 581165.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 567161.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 542154K $0.02 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 531143.4K $0.06 %0.00 %as of May 31, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 525149.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 505161.6K $0.10 %0.00 %as of Jul 31, 2026 ↗
M Large Cap Value Fund NORTHERN LIGHTS FUND TRUST II 500142.1K $0.07 %0.00 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 499141.8K $0.14 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 489139K $0.01 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 458146.5K $0.21 %0.00 %as of Jul 31, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 441119.1K $0.03 %0.00 %as of May 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 435123.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 431122.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 409116.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 406109.6K $0.03 %0.00 %as of May 31, 2026 ↗
AQR Trend Total Return Fund AQR Funds 395112.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 392105.8K $0.02 %0.00 %as of May 31, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 382103.1K $0.09 %0.00 %as of May 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 375106.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 36398K $0.09 %0.00 %as of May 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 32391.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 32191.2K $0.13 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 30887.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 27979.3K $0.08 %0.00 %as of Jun 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 27387.3K $0.01 %0.00 %as of Jul 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 27177K $0.02 %0.00 %as of Jun 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 26584.8K $0.03 %0.00 %as of Jul 31, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 26183.5K $0.18 %0.00 %as of Jul 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 25773K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 23474.9K $0.38 %0.00 %as of Jul 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 22162.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 21862K $0.03 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 20157.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 20056.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 20056.8K $0.05 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 19352.1K $0.01 %0.00 %as of May 31, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 18951K $0.02 %0.00 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 18549.9K $0.01 %0.00 %as of May 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 17957.3K $0.02 %0.00 %as of Jul 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 16847.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 15541.8K $0.14 %0.00 %as of May 31, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 15441.6K $0.13 %0.00 %as of May 31, 2026 ↗
PROFUND VP MIDCAP GROWTH ProFunds 14541.2K $0.27 %0.00 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 14340.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI USA Small-Cap Quality Factor ETF iShares Trust 14037.8K $0.49 %0.00 %as of May 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 13844.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 11933.8K $0.12 %0.00 %as of Jun 30, 2026 ↗
AQR LSE Fusion Fund AQR Funds 11933.8K $0.18 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 11336.2K $0.27 %0.00 %as of Jul 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 10028.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Series Funds 8724.7K $0.16 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRAMID CAP ProFunds 7621.6K $0.18 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP MIDCAP VALUE ProFunds 7621.6K $0.21 %0.00 %as of Jun 30, 2026 ↗
AQR CVX Fusion Fund AQR Funds 6819.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
KraneShares Man Buyout Beta Index ETF Krane Shares Trust 6418.2K $0.11 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust 6217.6K $0.80 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 5918.9K $0.02 %0.00 %as of Jul 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 5615.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
MID-CAP GROWTH PROFUND ProFunds 4915.7K $0.31 %0.00 %as of Jul 31, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 4411.9K $0.12 %0.00 %as of May 31, 2026 ↗
Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust 4311.6K $0.35 %0.00 %as of May 29, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 329.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
MID-CAP PROFUND ProFunds 289K $0.10 %0.00 %as of Jul 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Variable Trust 267.4K $0.18 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 206.4K $0.01 %0.00 %as of Jul 31, 2026 ↗
MID-CAP VALUE PROFUND ProFunds 196.1K $0.22 %0.00 %as of Jul 31, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 103.2K $0.00 %0.00 %as of Jul 31, 2026 ↗
COMPROMISO MEDIOLANUM, FI MEDIOLANUM GESTION, S.G.I.I.C., S.A. 61.4K €0.15 %as of Dec 31, 2025 ↗

Download this table: CSV, JSON

Report an error

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