Global Retirement Partners, LLC

Pension

Position in PRI — Primerica, Inc.

CIK 1749744 San Rafael, CA

Position in PRI

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

Position Value

$394,753

+$29,174 QoQ

Shares Held

1,389

-1.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#318

of 519 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $5,901,181 across 14 Insurance - Life names. PRI ranks #6 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	14,832	$1,254,935
2	UNM	Unum Group	11,774	$1,052,595
3	AFL	Aflac Inc	6,321	$741,137
4	PRU	Prudential Financial Inc	6,560	$708,020
5	CNO	CNO Financial Group, Inc.	10,520	$536,309
6	PRI	Primerica, Inc. This page	1,389	$394,753
7	GL	Globe Life Inc.	2,012	$359,504
8	MFC	Manulife Financial Corp	8,329	$337,407

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,753	1,389	-1.8%	Shares	Sole	2026-08-06
2025-12-31	$365,579	1,415	+637.0%	Shares	Sole	2026-02-06
2025-09-30	$53,297	192	0.0%	Shares	Sole	2025-10-21
2025-06-30	$52,544	192	+357.1%	Shares	Sole	2025-08-12
2024-12-31	$11,399	42	-12.5%	Shares	Sole	2025-01-31
2024-09-30	$12,727	48	-12.7%	Shares	Sole	2024-10-16
2024-06-30	$13,011	55	-1.8%	Shares	Sole	2024-07-23
2024-03-31	$14,165	56	-3.4%	Shares	Sole	2024-04-23
2023-12-31	$11,934	58	+141.7%	Shares	Sole	2024-01-18
2023-09-30	$4,656	24	+84.6%	Shares	Sole	2023-10-13
2023-06-30	$2,570	13	+8.3%	Shares	Sole	2023-07-20
2023-03-31	$2,066	12	+71.4%	Shares	Sole	2023-05-08
2022-12-31	$992	7	0.0%	Shares	Sole	2023-02-13
2022-09-30	$864	7	-80.6%	Shares	Sole	2022-11-03
2020-06-30	$4,197	36	-20.0%	Shares	Sole	2020-07-13
2020-03-31	$3,981	45	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.