SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in PRI — Primerica, Inc.

CIK 1531593 NEW YORK, NY

Position in PRI

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

Position Value

$176,204

+$112,470 QoQ

Shares Held

620

+176.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#394

of 519 holders

Holding Since

Mar 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $387,571 across 6 Insurance - Life names. PRI ranks #1 (45.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRI	Primerica, Inc. This page	620	$176,204
2	LNC	Lincoln National Corp	3,300	$116,655
3	GL	Globe Life Inc.	353	$63,074
4	AFL	Aflac Inc	106	$12,428
5	MET	Metlife Inc	125	$10,576
6	PRU	Prudential Financial Inc	80	$8,634

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$176,204	620	+176.8%	Shares	Sole	2026-08-03
2025-03-31	$63,734	224	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.