Position in PRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$786,665
+$88,828 QoQ
Shares Held
2,768
-0.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#256
of 519 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $28,679,982 across 7 Insurance - Life names. PRI ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
132,358 | $14,285,398 | |
| 2 | AFL |
Aflac Inc
|
67,542 | $7,919,299 | |
| 3 | MET |
Metlife Inc
|
46,121 | $3,902,297 | |
| 4 | PRI |
Primerica, Inc.
This page
|
2,768 | $786,665 | |
| 5 | UNM |
Unum Group
|
7,998 | $715,021 | |
| 6 | LNC |
Lincoln National Corp
|
19,726 | $697,314 | |
| 7 | MFC |
Manulife Financial Corp
|
9,232 | $373,988 |
All Filings in PRI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,665 | 2,768 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $697,837 | 2,786 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $719,790 | 2,786 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $773,365 | 2,786 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $757,518 | 2,768 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $787,579 | 2,768 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $751,290 | 2,768 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $733,935 | 2,768 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $654,853 | 2,768 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $700,193 | 2,768 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $569,543 | 2,768 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $537,601 | 2,771 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $563,220 | 2,848 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $520,681 | 3,023 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $428,721 | 3,023 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $373,189 | 3,023 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $361,822 | 3,023 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $364,762 | 2,666 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $397,122 | 2,591 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $398,055 | 2,591 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $396,785 | 2,591 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $383,001 | 2,591 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $347,012 | 2,591 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $204,217 | 1,805 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $210,463 | 1,805 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||