GREAT VALLEY ADVISOR GROUP, INC.

Position in PRI — Primerica, Inc.

CIK 1769897 WILMINGTON, DE

Position in PRI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$445,341

-$5,523 QoQ

Shares Held

1,567

-12.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#305

of 519 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $2,470,128 across 5 Insurance - Life names. PRI ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	7,257	$783,248
2	MET	Metlife Inc	7,192	$608,515
3	PRI	Primerica, Inc. This page	1,567	$445,341
4	AFL	Aflac Inc	3,186	$373,558
5	MFC	Manulife Financial Corp	6,405	$259,466

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$445,341	1,567	-12.9%	Shares	Sole	2026-08-10
2026-03-31	$450,864	1,800	+18.2%	Shares	Sole	2026-05-11
2025-12-31	$393,482	1,523	+0.4%	Shares	Sole	2026-02-12
2025-09-30	$421,104	1,517	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$413,515	1,511	+0.3%	Shares	Sole	2025-08-14
2025-03-31	$428,786	1,507	+0.3%	Shares	Sole	2025-05-08
2024-12-31	$407,944	1,503	+0.3%	Shares	Sole	2025-02-24
2024-09-30	$397,459	1,499	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.