Integrated Wealth Concepts LLC

Position in PRI — Primerica, Inc.

CIK 1737109 WALTHAM, MA

Position in PRI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$987,879

-$208,914 QoQ

Shares Held

3,476

-27.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#235

of 517 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $15,704,598 across 17 Insurance - Life names. PRI ranks #7 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	40,846	$4,789,193
2	PRU	Prudential Financial Inc	24,420	$2,635,650
3	UNM	Unum Group	19,387	$1,733,197
4	MFC	Manulife Financial Corp	37,962	$1,537,840
5	MET	Metlife Inc	15,968	$1,351,052
6	GL	Globe Life Inc.	7,166	$1,280,420
7	PRI	Primerica, Inc. This page	3,476	$987,879
8	JXN	Jackson Financial Inc.	6,947	$711,303

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$987,879	3,476	-27.2%	Shares	Sole	2026-08-12
2026-03-31	$1,196,793	4,778	+66.8%	Shares	Sole	2026-05-15
2025-12-31	$739,943	2,864	-41.0%	Shares	Sole	2026-02-13
2025-09-30	$1,347,144	4,853	+38.5%	Shares	Sole	2025-11-14
2025-06-30	$958,939	3,504	+63.6%	Shares	Sole	2025-08-14
2025-03-31	$609,463	2,142	+20.6%	Shares	Sole	2025-05-15
2024-12-31	$482,041	1,776	+7.7%	Shares	Sole	2025-02-14
2024-09-30	$437,232	1,649	-3.7%	Shares	Sole	2024-11-14
2024-06-30	$405,261	1,713	-0.1%	Shares	Sole	2024-08-14
2024-03-31	$433,826	1,715	0.0%	Shares	Other	2024-05-15
2023-12-31	$352,878	1,715	-1.5%	Shares	Other	2024-02-13
2023-09-30	$337,965	1,742	-0.3%	Shares	Sole	2023-11-15
2023-06-30	$345,486	1,747	-4.2%	Shares	Sole	2023-08-15
2023-03-31	$313,993	1,823	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.