Position in PRI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$924,772
+$533,357 QoQ
Shares Held
3,692
+143.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 60.31960996749729.ToString("F0")%
Shared 0.ToString("F0")%
None 39.68039003250271.ToString("F0")%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $180,669,781 across 13 Insurance - Life names. PRI ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
1,216,270 | $133,436,981 | |
| 2 | UNM |
Unum Group
|
255,634 | $18,668,951 | |
| 3 | MET |
Metlife Inc
|
184,901 | $13,076,198 | |
| 4 | PRU |
Prudential Financial Inc
|
45,621 | $4,456,715 | |
| 5 | LNC |
Lincoln National Corp
|
101,155 | $3,591,002 | |
| 6 | GL |
Globe Life Inc.
|
21,334 | $2,969,052 | |
| 7 | MFC |
Manulife Financial Corp
|
58,891 | $2,028,206 | |
| 8 | PRI |
Primerica, Inc.
This page
|
3,692 | $924,772 |
All Filings in PRI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $924,772 | 3,692 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $391,415 | 1,515 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $583,494 | 2,102 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $386,422 | 1,412 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $631,087 | 2,218 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $421,515 | 1,553 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $374,656 | 1,413 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $290,993 | 1,230 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $293,180 | 1,159 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $608,020 | 2,955 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $544,586 | 2,807 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $540,280 | 2,732 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $465,048 | 2,700 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $394,968 | 2,785 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $340,722 | 2,760 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $320,051 | 2,674 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $332,609 | 2,431 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $312,057 | 2,036 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $311,408 | 2,027 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $149,924 | 979 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $114,117 | 772 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,714 | 80 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,766 | 104 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||