Position in PRI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,193,355
+$200,954 QoQ
Shares Held
4,199
+6.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#227
of 523 holders
Holding Since
Jun 2023
13 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, 2026New York Life Investment Management LLC holds $31,337,842 across 8 Insurance - Life names. PRI ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
68,325 | $8,011,106 | |
| 2 | MET |
Metlife Inc
|
75,316 | $6,372,486 | |
| 3 | PRU |
Prudential Financial Inc
|
51,747 | $5,585,053 | |
| 4 | BHF |
Brighthouse Financial, Inc.
|
59,558 | $3,770,021 | |
| 5 | GL |
Globe Life Inc.
|
20,919 | $3,737,806 | |
| 6 | UNM |
Unum Group
|
19,805 | $1,770,567 | |
| 7 | PRI |
Primerica, Inc.
This page
|
4,199 | $1,193,355 | |
| 8 | JXN |
Jackson Financial Inc.
|
8,765 | $897,448 |
All Filings in PRI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,193,355 | 4,199 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $992,401 | 3,962 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $756,219 | 2,927 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $929,648 | 3,349 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $946,077 | 3,457 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,014,918 | 3,567 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $970,055 | 3,574 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,067,228 | 4,025 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,006,884 | 4,256 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $978,702 | 3,869 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $841,969 | 4,092 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $745,774 | 3,844 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $361,703 | 1,829 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||