Position in PRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,627,329
+$189,825 QoQ
Shares Held
5,726
-0.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#200
of 519 holders
Holding Since
Mar 2021
18 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $3,971,024 across 6 Insurance - Life names. PRI ranks #1 (41.0% of the industry book) .
All Filings in PRI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,627,329 | 5,726 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,437,504 | 5,739 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,508,822 | 5,840 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,621,680 | 5,842 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,807,316 | 6,604 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $849,606 | 2,986 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $815,617 | 3,005 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $803,404 | 3,030 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $722,988 | 3,056 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $334,666 | 1,323 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $260,080 | 1,264 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $240,184 | 1,238 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $244,826 | 1,238 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $213,233 | 1,238 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $295,964 | 1,931 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $255,025 | 1,660 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $250,996 | 1,639 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $241,981 | 1,637 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||