Steward Partners Investment Advisory, LLC
Position in PRI — Primerica, Inc.
CIK 1723397
STAMFORD, CT
Position in PRI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$510,423
+$46,535 QoQ
Shares Held
1,796
-3.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 519 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $38,524,922 across 13 Insurance - Life names. PRI ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
120,985 | $14,185,491 | |
| 2 | GL |
Globe Life Inc.
|
56,935 | $10,173,145 | |
| 3 | PRU |
Prudential Financial Inc
|
55,660 | $6,007,383 | |
| 4 | MET |
Metlife Inc
|
46,083 | $3,899,082 | |
| 5 | MFC |
Manulife Financial Corp
|
57,183 | $2,316,483 | |
| 6 | LNC |
Lincoln National Corp
|
21,171 | $748,394 | |
| 7 | PRI |
Primerica, Inc.
This page
|
1,796 | $510,423 | |
| 8 | UNM |
Unum Group
|
5,207 | $465,505 |
All Filings in PRI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,423 | 1,796 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $463,888 | 1,852 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $503,802 | 1,950 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,344,090 | 4,842 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,368,350 | 5,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,225,755 | 4,308 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $555,596 | 2,047 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $471,701 | 1,779 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $357,708 | 1,512 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $382,475 | 1,512 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $329,833 | 1,603 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $282,090 | 1,454 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $250,759 | 1,268 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $220,294 | 1,279 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $122,957 | 867 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $53,700 | 435 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $49,431 | 413 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $66,494 | 486 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $76,635 | 500 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $60,837 | 396 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $60,643 | 396 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $58,536 | 396 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $53,036 | 396 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $42,766 | 378 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $18,539 | 159 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $17,342 | 196 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||