Robertson Stephens Wealth Management, LLC
Position in PRI — Primerica, Inc.
CIK 1767307
San Francisco, CA
Position in PRI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$255,495
+$30,314 QoQ
Shares Held
899
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#364
of 519 holders
Holding Since
Mar 2024
10 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, 2026Robertson Stephens Wealth Management, LLC holds $1,986,685 across 4 Insurance - Life names. PRI ranks #3 (12.9% of the industry book) .
All Filings in PRI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,495 | 899 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $225,181 | 899 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $234,332 | 907 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $249,275 | 898 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $241,924 | 884 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $336,029 | 1,181 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $457,614 | 1,686 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $387,649 | 1,462 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $334,760 | 1,415 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $356,926 | 1,411 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||