Position in PRI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,836,415
+$380,042 QoQ
Shares Held
13,499
-2.2% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#133
of 519 holders
Holding Since
Jun 2022
8 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $23,364,461 across 10 Insurance - Life names. PRI ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
193,757 | $7,849,096 | |
| 2 | PRI |
Primerica, Inc.
This page
|
13,499 | $3,836,415 | |
| 3 | AFL |
Aflac Inc
|
26,715 | $3,132,333 | |
| 4 | UNM |
Unum Group
|
35,011 | $3,129,983 | |
| 5 | MET |
Metlife Inc
|
17,102 | $1,447,000 | |
| 6 | JXN |
Jackson Financial Inc.
|
13,866 | $1,419,739 | |
| 7 | PUK |
Prudential PLC
|
33,314 | $893,148 | |
| 8 | PRU |
Prudential Financial Inc
|
7,228 | $780,118 |
All Filings in PRI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,836,415 | 13,499 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,456,373 | 13,799 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,269,657 | 16,526 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,782,320 | 17,228 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,326,204 | 4,846 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $673,197 | 2,366 | Shares | Sole | 2025-04-17 | |
| 2022-09-30 | $4,093,478 | 33,159 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,968,800 | 33,159 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||