Position in PRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,831,200
+$1,215,104 QoQ
Shares Held
9,962
+54.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#153
of 519 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Cresset Asset Management, LLC holds $22,578,990 across 7 Insurance - Life names. PRI ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
72,646 | $8,517,743 | |
| 2 | MFC |
Manulife Financial Corp
|
89,581 | $3,628,926 | |
| 3 | PRU |
Prudential Financial Inc
|
27,010 | $2,915,189 | |
| 4 | PRI |
Primerica, Inc.
This page
|
9,962 | $2,831,200 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
39,406 | $2,008,917 | |
| 6 | MET |
Metlife Inc
|
23,535 | $1,991,296 | |
| 7 | LNC |
Lincoln National Corp
|
19,398 | $685,719 |
All Filings in PRI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,831,200 | 9,962 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,616,096 | 6,452 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,639,294 | 6,345 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,700,516 | 6,126 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $1,598,232 | 5,840 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $365,336 | 1,284 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $243,735 | 898 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $587,836 | 2,217 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $428,681 | 1,812 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $450,268 | 1,780 | Shares | Defined | 2024-05-15 | |
| 2022-09-30 | $393,682 | 3,189 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $391,505 | 3,271 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $422,226 | 3,086 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $493,376 | 3,219 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $481,937 | 3,137 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $491,579 | 3,210 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $499,335 | 3,378 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $928,268 | 6,931 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,369,899 | 12,108 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,533,173 | 13,149 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,455,230 | 16,447 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||