Position in PRI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$132,555,769
+$1,991,735 QoQ
Shares Held
529,207
+4.7% QoQ
Ownership
1.70%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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 Mar 31, 2026FIRST TRUST ADVISORS LP holds $1,201,465,639 across 13 Insurance - Life names. PRI ranks #5 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
3,184,801 | $349,404,517 | |
| 2 | UNM |
Unum Group
|
3,247,940 | $237,197,058 | |
| 3 | PRU |
Prudential Financial Inc
|
1,588,247 | $155,155,849 | |
| 4 | MET |
Metlife Inc
|
1,927,084 | $136,283,380 | |
| 5 | PRI |
Primerica, Inc.
This page
|
529,207 | $132,555,769 | |
| 6 | LNC |
Lincoln National Corp
|
2,128,355 | $75,556,602 | |
| 7 | MFC |
Manulife Financial Corp
|
1,175,854 | $40,496,411 | |
| 8 | JXN |
Jackson Financial Inc.
|
225,250 | $23,813,430 |
All Filings in PRI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||