Position in PRI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$22,705,760
-$847,369 QoQ
Shares Held
90,649
-0.6% QoQ
Ownership
0.291%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 52%
Shared 41%
None 7%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Copeland Capital Management, LLC holds $22,705,760 across 1 Insurance - Life name. PRI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRI |
Primerica, Inc.
This page
|
90,649 | $22,705,760 |
All Filings in PRI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,705,760 | 90,649 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $23,553,129 | 91,164 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $26,870,711 | 96,800 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $27,425,016 | 100,212 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||