Position in PRI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$178,761
+$50,265 QoQ
Shares Held
629
+22.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#393
of 519 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,847,883 across 10 Insurance - Life names. PRI ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
70,310 | $5,948,929 | |
| 2 | UNM |
Unum Group
|
38,735 | $3,462,909 | |
| 3 | MFC |
Manulife Financial Corp
|
23,863 | $966,690 | |
| 4 | PRI |
Primerica, Inc.
This page
|
629 | $178,761 | |
| 5 | AFL |
Aflac Inc
|
1,400 | $164,150 | |
| 6 | PRU |
Prudential Financial Inc
|
631 | $68,103 | |
| 7 | GL |
Globe Life Inc.
|
163 | $29,124 | |
| 8 | PUK |
Prudential PLC
|
955 | $25,603 |
All Filings in PRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,761 | 629 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $128,496 | 513 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $133,313 | 516 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $143,236 | 516 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $118,499 | 433 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $119,787 | 421 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $99,068 | 365 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $96,779 | 365 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $56,542 | 239 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $75,888 | 300 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $49,176 | 239 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $43,846 | 226 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $36,190 | 183 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $31,519 | 183 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $49,495 | 349 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $47,898 | 388 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $55,177 | 461 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $77,713 | 568 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $20,691 | 135 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $21,354 | 139 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $21,286 | 139 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $20,546 | 139 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $20,223 | 151 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $936,572 | 8,278 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $986,319 | 8,459 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $667,404 | 7,543 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||