Position in PRI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$626,951
+$37,116 QoQ
Shares Held
2,503
+9.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
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, 2026ASSETMARK, INC holds $124,793,633 across 15 Insurance - Life names. PRI ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
801,692 | $87,953,629 | |
| 2 | MFC |
Manulife Financial Corp
|
425,116 | $14,640,995 | |
| 3 | JXN |
Jackson Financial Inc.
|
106,942 | $11,305,908 | |
| 4 | PUK |
Prudential PLC
|
251,049 | $7,137,323 | |
| 5 | MET |
Metlife Inc
|
20,204 | $1,428,826 | |
| 6 | UNM |
Unum Group
|
13,030 | $951,580 | |
| 7 | PRI |
Primerica, Inc.
This page
|
2,503 | $626,951 | |
| 8 | PRU |
Prudential Financial Inc
|
2,977 | $290,823 |
All Filings in PRI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $626,951 | 2,503 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $589,835 | 2,283 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $589,323 | 2,123 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $521,067 | 1,904 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $505,894 | 1,778 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $412,015 | 1,518 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $387,384 | 1,461 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $309,210 | 1,307 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $290,145 | 1,147 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $181,480 | 882 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $130,762 | 674 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $116,678 | 590 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $61,145 | 355 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $48,360 | 341 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $44,812 | 363 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $39,976 | 334 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $57,738 | 422 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $41,076 | 268 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $27,565 | 180 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $26,607 | 180 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $24,107 | 180 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $20,365 | 180 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $20,988 | 180 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $15,926 | 180 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||