Position in PRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,892,234
+$1,286,576 QoQ
Shares Held
27,770
+5.3% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#5
of 97 holders
Holding Since
Mar 2025
6 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, 2026Vest Financial, LLC holds $130,048,406 across 6 Insurance - Life names. PRI ranks #4 (6.1% of the industry book) .
All Filings in PRI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,892,234 | 27,770 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $6,605,658 | 26,372 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $5,649,299 | 21,866 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $5,174,277 | 18,640 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $4,151,573 | 15,170 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $3,485,492 | 12,250 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||