Position in PRI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$785,528
-$640,102 QoQ
Shares Held
2,764
-49.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#259
of 522 holders
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Edgestream Partners, L.P. holds $7,147,840 across 8 Insurance - Life names. PRI ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
|
30,074 | $2,688,615 | |
| 2 | AFL |
Aflac Inc
|
6,734 | $789,561 | |
| 3 | PRI |
Primerica, Inc.
This page
|
2,764 | $785,528 | |
| 4 | PRU |
Prudential Financial Inc
|
6,752 | $728,743 | |
| 5 | MET |
Metlife Inc
|
7,062 | $597,515 | |
| 6 | JXN |
Jackson Financial Inc.
|
5,462 | $559,254 | |
| 7 | GL |
Globe Life Inc.
|
2,970 | $530,679 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
9,179 | $467,945 |
All Filings in PRI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,528 | 2,764 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $1,425,630 | 5,518 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $1,819,358 | 6,648 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,925,298 | 27,854 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,359,187 | 19,745 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,072,584 | 19,131 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $978,955 | 3,870 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $2,748,345 | 14,166 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,588,210 | 8,031 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||