WBI INVESTMENTS, LLC

Position in PRI — Primerica, Inc.

CIK 1397424 RED BANK, NJ

Position in PRI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,374,106

-$1,279,228 QoQ

Shares Held

4,835

-54.4% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#213

of 519 holders

Holding Since

Mar 2021

10 quarters on record

Voting authority Sole 50% Shared 50% None 0%

Financial Services · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $5,264,226 across 5 Insurance - Life names. PRI ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	17,059	$1,841,177
2	PRI	Primerica, Inc. This page	4,835	$1,374,106
3	AFL	Aflac Inc	10,528	$1,234,408
4	GL	Globe Life Inc.	3,130	$559,267
5	MET	Metlife Inc	3,017	$255,268

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,374,106	4,835	-54.4%	Shares	Defined	2026-08-11
2026-03-31	$2,653,334	10,593	+24.2%	Shares	Defined	2026-05-11
2025-12-31	$2,203,294	8,528	+614.8%	Shares	Defined	2026-02-13
2025-09-30	$331,164	1,193	-84.2%	Shares	Defined	2025-11-20
2025-06-30	$2,068,671	7,559	-25.1%	Shares	Defined	2025-08-11
2025-03-31	$2,870,338	10,088	+58.7%	Shares	Defined	2025-05-22
2024-09-30	$1,685,027	6,355	-31.6%	Shares	Sole	2024-11-12
2024-06-30	$2,196,644	9,285	+117.4%	Shares	Defined	2024-07-30
2021-09-30	$656,000	4,270	-80.8%	Shares	Sole	2021-11-09
2021-03-31	$3,279,681	22,187	—	Shares	Defined	2021-05-12
No filing history on record for this holder in this stock.