Position in PRI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$17,844,445
+$98,214 QoQ
Shares Held
71,241
+3.7% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $400,145,721 across 11 Insurance - Life names. PRI ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNC |
Lincoln National Corp
|
2,280,576 | $80,960,448 | |
| 2 | CNO |
CNO Financial Group, Inc.
|
1,492,497 | $61,281,926 | |
| 3 | AFL |
Aflac Inc
|
516,801 | $56,698,237 | |
| 4 | MET |
Metlife Inc
|
642,825 | $45,460,583 | |
| 5 | PRU |
Prudential Financial Inc
|
390,376 | $38,135,830 | |
| 6 | JXN |
Jackson Financial Inc.
|
344,040 | $36,371,908 | |
| 7 | UNM |
Unum Group
|
340,538 | $24,869,489 | |
| 8 | PRI |
Primerica, Inc.
This page
|
71,241 | $17,844,445 |
All Filings in PRI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,844,445 | 71,241 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $17,746,231 | 68,688 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $19,976,208 | 71,963 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $20,391,425 | 74,511 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $21,846,213 | 76,780 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $20,762,814 | 76,497 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $20,791,737 | 78,415 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $27,113,014 | 114,604 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $55,227,238 | 218,324 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $42,791,907 | 207,970 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $41,218,976 | 212,458 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $47,804,722 | 241,731 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $43,151,286 | 250,530 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $36,615,370 | 258,182 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $24,540,378 | 198,788 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $18,156,015 | 151,692 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $20,412,995 | 149,196 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $22,218,325 | 144,962 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $22,567,324 | 146,894 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $22,907,293 | 149,584 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $16,524,148 | 123,379 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $14,086,608 | 124,506 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $15,648,535 | 134,207 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $11,666,972 | 131,860 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||