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
VIP Total Market Index Portfolio Variable Insurance Products Fund II 801200.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS 800200.4K $0.71 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 789197.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 787199.6K $0.09 %0.00 %as of Feb 27, 2026 ↗
Voya Balanced Income Portfolio Voya Investors Trust 775194.1K $0.08 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 747187.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 746186.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
Unusual Whales Subversive Republican Trading ETF Tidal Trust I 745186.6K $0.27 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 731183.1K $0.06 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 730182.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 720180.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 690175K $0.02 %0.00 %as of Feb 28, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 683173.2K $0.04 %0.00 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 682170.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 662165.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 643180.9K $0.99 %0.00 %as of Apr 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 631177.5K $0.14 %0.00 %as of Apr 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 609152.5K $0.16 %0.00 %as of Mar 31, 2026 ↗
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 598168.2K $0.55 %0.00 %as of Apr 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 581145.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 529148.8K $0.18 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 515129K $0.01 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 513128.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 512128.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
M Large Cap Value Fund M FUND INC 500125.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 496125.8K $0.08 %0.00 %as of Feb 28, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 481122K $0.09 %0.00 %as of Feb 28, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 468131.6K $0.09 %0.00 %as of Apr 30, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 461115.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 453113.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 443124.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 442124.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 441111.9K $0.03 %0.00 %as of Feb 28, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 435109K $0.02 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 423107.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 415105.3K $0.05 %0.00 %as of Feb 28, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 36392.1K $0.08 %0.00 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 36291.8K $0.04 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 34285.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 32390.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 32380.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 32080.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 26574.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 25764.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 25672K $0.17 %0.00 %as of Apr 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 24561.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 22556.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 20050.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 20050.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 19849.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 19349K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 19048.2K $0.15 %0.00 %as of Feb 28, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 18546.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 18345.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 17749.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP MIDCAP GROWTH ProFunds 17543.8K $0.29 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 17148.1K $0.34 %0.00 %as of Apr 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 15744.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 14335.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 13036.6K $0.26 %0.00 %as of Apr 30, 2026 ↗
AQR Trend Total Return Fund AQR Funds 12431.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 11127.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Series Funds 9022.5K $0.18 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP MIDCAP VALUE ProFunds 8421K $0.21 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRAMID CAP ProFunds 6616.5K $0.18 %0.00 %as of Mar 31, 2026 ↗
MID-CAP PROFUND ProFunds 6117.2K $0.19 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 6115.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
AQR CVX Fusion Fund AQR Funds 6115.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 6015.2K $0.17 %0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust 6015K $0.74 %0.00 %as of Mar 31, 2026 ↗
KraneShares Man Buyout Beta Index ETF Krane Shares Trust 5814.5K $0.12 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust 5614.2K $0.36 %0.00 %as of Feb 27, 2026 ↗
Value Equity Index Fund GuideStone Funds 5614K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 5415.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
MID-CAP GROWTH PROFUND ProFunds 5214.6K $0.30 %0.00 %as of Apr 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 308.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Variable Trust 276.8K $0.20 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust 246K $0.04 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 235.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 215.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
MID-CAP VALUE PROFUND ProFunds 185.1K $0.20 %0.00 %as of Apr 30, 2026 ↗
COMPROMISO MEDIOLANUM, FI MEDIOLANUM GESTION, S.G.I.I.C., S.A. 61.4K €0.15 %as of Dec 31, 2025 ↗

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