Position in PRI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,785,628
+$428,277 QoQ
Shares Held
6,283
+15.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#195
of 519 holders
Holding Since
Mar 2023
14 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, 2026OneDigital Investment Advisors LLC holds $6,534,826 across 6 Insurance - Life names. PRI ranks #2 (27.3% of the industry book) .
All Filings in PRI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,785,628 | 6,283 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,357,351 | 5,419 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,441,648 | 5,580 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,551,728 | 5,590 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,546,782 | 5,652 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,615,561 | 5,678 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,402,155 | 5,166 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,439,764 | 5,430 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,264,283 | 5,344 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,329,557 | 5,256 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,063,367 | 5,168 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,033,685 | 5,328 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,052,874 | 5,324 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $906,326 | 5,262 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||