Position in PRI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$305,799
+$79,867 QoQ
Shares Held
1,076
+19.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#341
of 519 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Ballentine Partners, LLC holds $7,598,420 across 8 Insurance - Life names. PRI ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
25,678 | $3,010,744 | |
| 2 | MET |
Metlife Inc
|
24,441 | $2,067,951 | |
| 3 | UNM |
Unum Group
|
7,971 | $712,606 | |
| 4 | PUK |
Prudential PLC
|
19,627 | $526,199 | |
| 5 | GL |
Globe Life Inc.
|
2,808 | $501,731 | |
| 6 | PRI |
Primerica, Inc.
This page
|
1,076 | $305,799 | |
| 7 | MFC |
Manulife Financial Corp
|
5,875 | $237,995 | |
| 8 | PRU |
Prudential Financial Inc
|
2,181 | $235,395 |
All Filings in PRI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,799 | 1,076 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $225,932 | 902 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $232,264 | 899 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $250,384 | 902 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $250,407 | 915 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $260,344 | 915 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $244,005 | 899 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $215,036 | 811 | Shares | Other | 2024-10-23 | |
| 2024-03-31 | $206,921 | 818 | Shares | Other | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||