Baker Avenue Asset Management, LP

Position in PRI — Primerica, Inc.

CIK 1432529 SAN FRANCISCO, CA

Position in PRI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$282,210

+$281,240 QoQ

Shares Held

993

+19760.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#349

of 519 holders

Holding Since

Dec 2022

5 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Financial Services · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $2,121,244 across 6 Insurance - Life names. PRI ranks #5 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	4,565	$535,246
2	UNM	Unum Group	5,137	$459,247
3	PRU	Prudential Financial Inc	3,104	$335,014
4	MET	Metlife Inc	3,395	$287,250
5	PRI	Primerica, Inc. This page	993	$282,210
6	GL	Globe Life Inc.	1,244	$222,277

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,210	993	+19760.0%	Shares	Sole	2026-07-28
2023-09-30	$970	5	0.0%	Shares	Sole	2023-11-15
2023-06-30	$988	5	0.0%	Shares	Sole	2023-08-14
2023-03-31	$861	5	-89.4%	Shares	Sole	2023-05-16
2022-12-31	$6,665	47	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.