Position in PRI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$24,694,990
+$1,805,878 QoQ
Shares Held
86,893
-4.9% QoQ
Ownership
0.282%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#49
of 523 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $459,753,944 across 12 Insurance - Life names. PRI ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
1,866,234 | $157,902,058 | |
| 2 | AFL |
Aflac Inc
|
812,292 | $95,241,237 | |
| 3 | PRU |
Prudential Financial Inc
|
739,294 | $79,792,001 | |
| 4 | MFC |
Manulife Financial Corp
|
823,462 | $33,358,445 | |
| 5 | PRI |
Primerica, Inc.
This page
|
86,893 | $24,694,990 | |
| 6 | GL |
Globe Life Inc.
|
130,419 | $23,303,266 | |
| 7 | PUK |
Prudential PLC
|
671,208 | $17,995,086 | |
| 8 | UNM |
Unum Group
|
167,607 | $14,984,065 |
All Filings in PRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,694,990 | 86,893 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $22,889,112 | 91,381 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $21,892,651 | 84,737 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $27,810,631 | 100,186 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $36,587,489 | 133,692 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $29,139,855 | 102,414 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $28,484,171 | 104,945 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $26,251,706 | 99,007 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $17,229,411 | 72,827 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $15,663,283 | 61,920 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,892,915 | 67,520 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,938,405 | 61,535 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,186,868 | 41,398 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,265,083 | 42,180 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,089,041 | 42,935 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,530,560 | 44,800 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,588,206 | 46,689 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,283,339 | 53,233 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,088,670 | 52,774 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,888,132 | 51,345 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $7,589,005 | 49,556 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,555,225 | 44,346 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,355,537 | 32,521 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $6,498,195 | 57,435 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $7,098,957 | 60,883 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $5,161,038 | 58,330 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||