CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in PRI — Primerica, Inc.
CIK 1766904
RICHMOND, VA
Position in PRI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$244,410
+$35,011 QoQ
Shares Held
860
+2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#368
of 519 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $869,440 across 6 Insurance - Life names. PRI ranks #1 (28.1% of the industry book) .
All Filings in PRI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,410 | 860 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $209,399 | 836 | Shares | Other | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||