Aptus Capital Advisors, LLC

Position in PRI — Primerica, Inc.

CIK 1664193 FAIRHOPE, AL

Position in PRI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$14,893,785

+$1,842,525 QoQ

Shares Held

52,406

+0.6% QoQ

Ownership

0.170%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#65

of 523 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $20,793,747 across 6 Insurance - Life names. PRI ranks #1 (71.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRI	Primerica, Inc. This page	52,406	$14,893,785
2	AFL	Aflac Inc	23,034	$2,700,736
3	GL	Globe Life Inc.	8,047	$1,437,837
4	MET	Metlife Inc	10,080	$852,868
5	PRU	Prudential Financial Inc	6,097	$658,048
6	MFC	Manulife Financial Corp	6,183	$250,473

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,893,785	52,406	+0.6%	Shares	Sole	2026-08-12
2026-03-31	$13,051,260	52,105	+1.0%	Shares	Sole	2026-05-11
2025-12-31	$13,333,184	51,607	+0.3%	Shares	Sole	2026-02-13
2025-09-30	$14,278,952	51,439	+15.1%	Shares	Sole	2025-11-12
2025-06-30	$12,231,133	44,693	+9.6%	Shares	Sole	2025-08-11
2025-03-31	$11,602,848	40,779	+13.2%	Shares	Sole	2025-05-13
2024-12-31	$9,778,448	36,027	+22.8%	Shares	Sole	2025-02-14
2024-09-30	$7,780,826	29,345	+15.6%	Shares	Sole	2024-11-05
2024-06-30	$6,007,949	25,395	+24.7%	Shares	Sole	2024-07-31
2024-03-31	$5,153,301	20,372	+11.7%	Shares	Sole	2024-05-15
2023-12-31	$3,751,622	18,233	-1.1%	Shares	Sole	2024-02-13
2023-09-30	$3,577,738	18,441	-16.9%	Shares	Sole	2023-11-08
2023-06-30	$4,385,921	22,178	+22.6%	Shares	Sole	2023-08-11
2023-03-31	$3,114,615	18,083	+26.9%	Shares	Sole	2023-05-09
2022-12-31	$2,020,509	14,247	+11.9%	Shares	Sole	2023-02-13
2022-09-30	$1,571,271	12,728	+6.1%	Shares	Sole	2022-11-02
2022-06-30	$1,435,442	11,993	+3.8%	Shares	Sole	2022-07-29
2022-03-31	$1,580,544	11,552	+6.8%	Shares	Sole	2022-05-04
2021-12-31	$1,657,921	10,817	+23.5%	Shares	Sole	2022-02-02
2021-09-30	$1,345,645	8,759	+21.8%	Shares	Sole	2021-10-27
2021-06-30	$1,101,229	7,191	+17.6%	Shares	Sole	2021-07-27
2021-03-31	$903,623	6,113	+23.8%	Shares	Sole	2021-05-06
2020-12-31	$661,212	4,937	+18.9%	Shares	Sole	2021-02-10
2020-09-30	$469,870	4,153	-2.3%	Shares	Sole	2020-10-19
2020-06-30	$495,666	4,251	—	Shares	Sole	2020-07-22
No filing history on record for this holder in this stock.