Crestwood Advisors Group, LLC

Position in PRI — Primerica, Inc.

CIK 1426853 BOSTON, MA

Position in PRI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$437,383

+$100,989 QoQ

Shares Held

1,539

+14.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#307

of 519 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $26,080,010 across 6 Insurance - Life names. PRI ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	579,513	$23,476,071
2	MET	Metlife Inc	10,426	$882,143
3	AFL	Aflac Inc	5,372	$629,867
4	PRI	Primerica, Inc. This page	1,539	$437,383
5	PRU	Prudential Financial Inc	3,322	$358,543
6	UNM	Unum Group	3,311	$296,003

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$437,383	1,539	+14.6%	Shares	Sole	2026-08-03
2026-03-31	$336,394	1,343	+15.2%	Shares	Sole	2026-05-05
2025-12-31	$301,247	1,166	+54.0%	Shares	Sole	2026-02-03
2025-09-30	$210,135	757	+4.3%	Shares	Sole	2025-11-07
2025-03-31	$206,568	726	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.