Position in PRI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,837,269
-$58,911 QoQ
Shares Held
19,312
+1.9% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026&PARTNERS holds $103,302,554 across 10 Insurance - Life names. PRI ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
590,580 | $64,792,531 | |
| 2 | LNC |
Lincoln National Corp
|
222,848 | $7,911,104 | |
| 3 | GL |
Globe Life Inc.
|
55,233 | $7,686,776 | |
| 4 | MET |
Metlife Inc
|
99,018 | $7,002,552 | |
| 5 | PRU |
Prudential Financial Inc
|
64,599 | $6,310,676 | |
| 6 | PRI |
Primerica, Inc.
This page
|
19,312 | $4,837,269 | |
| 7 | MFC |
Manulife Financial Corp
|
88,132 | $3,035,266 | |
| 8 | UNM |
Unum Group
|
14,312 | $1,045,205 |
All Filings in PRI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,837,269 | 19,312 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,896,180 | 18,951 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,814,798 | 17,345 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,588,624 | 16,767 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,501,833 | 15,822 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,102,513 | 15,115 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $467,724 | 1,764 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $399,110 | 1,687 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||