WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PRI — Primerica, Inc.
CIK 1632972
PLYMOUTH, MN
Position in PRI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,041,977
+$932,602 QoQ
Shares Held
7,185
+62.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#183
of 519 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $65,510,485 across 13 Insurance - Life names. PRI ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
132,532 | $15,539,377 | |
| 2 | MET |
Metlife Inc
|
143,792 | $12,166,241 | |
| 3 | GL |
Globe Life Inc.
|
59,561 | $10,642,359 | |
| 4 | PRU |
Prudential Financial Inc
|
95,387 | $10,295,118 | |
| 5 | UNM |
Unum Group
|
55,711 | $4,980,563 | |
| 6 | MFC |
Manulife Financial Corp
|
87,093 | $3,528,137 | |
| 7 | PRI |
Primerica, Inc.
This page
|
7,185 | $2,041,977 | |
| 8 | LNC |
Lincoln National Corp
|
52,900 | $1,870,015 |
All Filings in PRI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,041,977 | 7,185 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,109,375 | 4,429 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,443,715 | 5,588 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,984,490 | 7,149 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,108,089 | 4,049 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,402,163 | 4,928 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $918,756 | 3,385 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $803,669 | 3,031 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $896,874 | 3,791 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,086,920 | 8,250 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,652,047 | 8,029 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,574,197 | 8,114 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||