Clearstead Trust, LLC

Position in PRI — Primerica, Inc.

CIK 1708001 PORTLAND, ME

Position in PRI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,410

-$6,583 QoQ

Shares Held

-66.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#480

of 519 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Trust, LLC holds $44,065 across 6 Insurance - Life names. PRI ranks #6 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	106	$12,428
2	GL	Globe Life Inc.	52	$9,291
3	LNC	Lincoln National Corp	242	$8,554
4	PRU	Prudential Financial Inc	57	$6,152
5	MET	Metlife Inc	50	$4,230
6	PRI	Primerica, Inc. This page	12	$3,410

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,410	12	-66.7%	Shares	Sole	2026-08-06
2025-09-30	$9,993	36	+414.3%	Shares	Sole	2025-11-10
2025-06-30	$1,915	7	-56.2%	Shares	Sole	2025-08-08
2025-03-31	$4,552	16	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.