Position in PRI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$673,554
+$345,175 QoQ
Shares Held
2,370
+80.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#272
of 519 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,349,220 across 12 Insurance - Life names. PRI ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
25,280 | $2,964,079 | |
| 2 | PRU |
Prudential Financial Inc
|
21,752 | $2,347,692 | |
| 3 | MET |
Metlife Inc
|
23,006 | $1,946,537 | |
| 4 | UNM |
Unum Group
|
19,879 | $1,777,182 | |
| 5 | MFC |
Manulife Financial Corp
|
25,108 | $1,017,124 | |
| 6 | PUK |
Prudential PLC
|
25,667 | $688,132 | |
| 7 | PRI |
Primerica, Inc.
This page
|
2,370 | $673,554 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
8,543 | $540,771 |
All Filings in PRI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,554 | 2,370 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $328,379 | 1,311 | Shares | Other | 2026-05-14 | |
| 2025-09-30 | $323,947 | 1,167 | Shares | Other | 2025-10-28 | |
| 2025-03-31 | $263,190 | 925 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $205,736 | 758 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||