Position in PRI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,955,864
+$90,289 QoQ
Shares Held
6,882
-7.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#188
of 519 holders
Holding Since
Mar 2022
18 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 Jun 30, 2026Summit Trail Advisors, LLC holds $16,410,755 across 9 Insurance - Life names. PRI ranks #5 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
21,822 | $2,558,629 | |
| 2 | BHF |
Brighthouse Financial, Inc.
|
35,844 | $2,268,925 | |
| 3 | MET |
Metlife Inc
|
25,823 | $2,184,884 | |
| 4 | UNM |
Unum Group
|
24,329 | $2,175,012 | |
| 5 | PRI |
Primerica, Inc.
This page
|
6,882 | $1,955,864 | |
| 6 | PRU |
Prudential Financial Inc
|
17,449 | $1,883,270 | |
| 7 | GL |
Globe Life Inc.
|
9,319 | $1,665,118 | |
| 8 | LNC |
Lincoln National Corp
|
40,673 | $1,437,790 |
All Filings in PRI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,955,864 | 6,882 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,865,575 | 7,448 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,592,789 | 6,165 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,476,778 | 5,320 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $214,557 | 784 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $523,535 | 1,840 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $478,784 | 1,764 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $418,671 | 1,579 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $386,808 | 1,635 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $416,372 | 1,646 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $350,409 | 1,703 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $490,069 | 2,526 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $498,750 | 2,522 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $424,399 | 2,464 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $314,840 | 2,220 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $270,232 | 2,189 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $211,133 | 1,764 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $207,966 | 1,520 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||