Position in PRI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$150,246,024
+$17,690,255 QoQ
Shares Held
528,663
-0.1% QoQ
Ownership
1.72%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#13
of 523 holders
Holding Since
Mar 2020
24 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, 2026FIRST TRUST ADVISORS LP holds $1,141,289,791 across 14 Insurance - Life names. PRI ranks #4 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,638,108 | $309,318,163 | |
| 2 | PRU |
Prudential Financial Inc
|
1,613,292 | $174,122,605 | |
| 3 | UNM |
Unum Group
|
1,899,262 | $169,794,022 | |
| 4 | PRI |
Primerica, Inc.
This page
|
528,663 | $150,246,024 | |
| 5 | MET |
Metlife Inc
|
1,759,800 | $148,896,678 | |
| 6 | LNC |
Lincoln National Corp
|
1,441,914 | $50,971,659 | |
| 7 | MFC |
Manulife Financial Corp
|
971,883 | $39,370,980 | |
| 8 | GL |
Globe Life Inc.
|
172,518 | $30,825,515 |
All Filings in PRI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,246,024 | 528,663 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $132,555,769 | 529,207 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $130,564,034 | 505,357 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $136,597,319 | 492,083 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $119,846,934 | 437,925 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $91,667,314 | 322,171 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $6,229,631 | 22,952 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $10,981,186 | 41,415 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $18,530,364 | 78,326 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $10,059,712 | 39,768 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $9,411,256 | 45,739 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $8,342,817 | 43,002 | Shares | Other | 2023-11-13 | |
| 2022-12-31 | $762,991 | 5,380 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,796,814 | 14,555 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,786,492 | 14,926 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,679,945 | 41,514 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,900,394 | 12,399 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $11,453,116 | 74,550 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,881,843 | 103,708 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $9,153,605 | 61,924 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,461,822 | 25,848 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,248,091 | 19,870 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $976,408 | 8,374 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $4,067,779 | 45,974 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||