MCDONALD PARTNERS LLC

Position in PRI — Primerica, Inc.

CIK 1331074 Cleveland, OH

Position in PRI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$24,157

New position

Shares Held

85

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#435

of 519 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $660,641 across 4 Insurance - Life names. PRI ranks #3 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	4,999	$586,132
2	PRU	Prudential Financial Inc	385	$41,553
3	PRI	Primerica, Inc. This page	85	$24,157
4	MET	Metlife Inc	104	$8,799

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,157	85	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.