Position in PRI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$648,260
+$76,916 QoQ
Shares Held
2,281
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#277
of 519 holders
Holding Since
Sep 2025
4 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, 2026Baker Ellis Asset Management LLC holds $867,653 across 2 Insurance - Life names. PRI ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRI |
Primerica, Inc.
This page
|
2,281 | $648,260 | |
| 2 | MET |
Metlife Inc
|
2,593 | $219,393 |
All Filings in PRI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,260 | 2,281 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $571,344 | 2,281 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $589,319 | 2,281 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $633,182 | 2,281 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||