Position in PRI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$259,190
+$18,229 QoQ
Shares Held
912
-5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#363
of 519 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,655,976 across 10 Insurance - Life names. PRI ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
10,304 | $871,821 | |
| 2 | PRU |
Prudential Financial Inc
|
8,017 | $865,274 | |
| 3 | BHF |
Brighthouse Financial, Inc.
|
5,978 | $378,407 | |
| 4 | PRI |
Primerica, Inc.
This page
|
912 | $259,190 | |
| 5 | LNC |
Lincoln National Corp
|
2,513 | $88,834 | |
| 6 | UNM |
Unum Group
|
914 | $81,711 | |
| 7 | GL |
Globe Life Inc.
|
300 | $53,604 | |
| 8 | MFC |
Manulife Financial Corp
|
1,070 | $43,345 |
All Filings in PRI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,190 | 912 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $240,961 | 962 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $248,542 | 962 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $279,533 | 1,007 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $252,323 | 922 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $261,483 | 919 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $249,163 | 918 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $243,407 | 918 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $215,760 | 912 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $230,699 | 912 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||