Position in PRI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$206,612
-$315,328 QoQ
Shares Held
727
-62.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#385
of 519 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $1,031,792 across 3 Insurance - Life names. PRI ranks #3 (20.0% of the industry book) .
All Filings in PRI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,612 | 727 | Shares | Sole | 2026-07-08 | |
| 2024-12-31 | $521,940 | 1,923 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $407,535 | 1,537 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $363,150 | 1,535 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $436,102 | 1,724 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $338,680 | 1,646 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||