Position in PRI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$22,889,112
+$996,461 QoQ
Shares Held
91,381
+7.8% QoQ
Ownership
0.293%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $382,777,472 across 12 Insurance - Life names. PRI ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
1,919,254 | $135,729,642 | |
| 2 | AFL |
Aflac Inc
|
796,083 | $87,338,265 | |
| 3 | PRU |
Prudential Financial Inc
|
719,843 | $70,321,462 | |
| 4 | MFC |
Manulife Financial Corp
|
693,345 | $23,878,801 | |
| 5 | PRI |
Primerica, Inc.
This page
|
91,381 | $22,889,112 | |
| 6 | GL |
Globe Life Inc.
|
126,218 | $17,565,759 | |
| 7 | PUK |
Prudential PLC
|
500,273 | $14,222,761 | |
| 8 | LNC |
Lincoln National Corp
|
134,669 | $4,780,749 |
All Filings in PRI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||