Position in PRI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$869,367
+$668,948 QoQ
Shares Held
3,059
+323.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#245
of 519 holders
Holding Since
Sep 2023
4 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, 2026Beacon Pointe Advisors, LLC holds $18,516,646 across 9 Insurance - Life names. PRI ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
|
64,559 | $6,610,196 | |
| 2 | AFL |
Aflac Inc
|
44,220 | $5,184,795 | |
| 3 | LNC |
Lincoln National Corp
|
50,792 | $1,795,497 | |
| 4 | MET |
Metlife Inc
|
18,305 | $1,548,786 | |
| 5 | PRU |
Prudential Financial Inc
|
11,141 | $1,202,448 | |
| 6 | PRI |
Primerica, Inc.
This page
|
3,059 | $869,367 | |
| 7 | MFC |
Manulife Financial Corp
|
18,739 | $759,116 | |
| 8 | UNM |
Unum Group
|
3,616 | $323,270 |
All Filings in PRI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,367 | 3,059 | Shares | Sole | 2026-08-18 | |
| 2025-09-30 | $200,419 | 722 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $222,015 | 1,079 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $309,251 | 1,594 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||