Position in PRI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$13,051,260
-$281,924 QoQ
Shares Held
52,105
+1.0% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $18,788,870 across 6 Insurance - Life names. PRI ranks #1 (69.5% of the industry book) .
All Filings in PRI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,051,260 | 52,105 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,333,184 | 51,607 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,278,952 | 51,439 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,231,133 | 44,693 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,602,848 | 40,779 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,778,448 | 36,027 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,780,826 | 29,345 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,007,949 | 25,395 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,153,301 | 20,372 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,751,622 | 18,233 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,577,738 | 18,441 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,385,921 | 22,178 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,114,615 | 18,083 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,020,509 | 14,247 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,571,271 | 12,728 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,435,442 | 11,993 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,580,544 | 11,552 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,657,921 | 10,817 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,345,645 | 8,759 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,101,229 | 7,191 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $903,623 | 6,113 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $661,212 | 4,937 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $469,870 | 4,153 | 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. | ||||||