WEALTH ALLIANCE, LLC

Position in PRI — Primerica, Inc.

CIK 1793904 MELLVILLE, NY

Position in PRI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$321,998

+$42,463 QoQ

Shares Held

1,133

+1.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#337

of 519 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $1,997,978 across 5 Insurance - Life names. PRI ranks #4 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PUK	Prudential PLC	23,663	$634,405
2	MFC	Manulife Financial Corp	12,125	$491,183
3	MET	Metlife Inc	3,997	$338,186
4	PRI	Primerica, Inc. This page	1,133	$321,998
5	LNC	Lincoln National Corp	6,003	$212,206

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,998	1,133	+1.5%	Shares	Defined	2026-08-11
2026-03-31	$279,535	1,116	-1.1%	Shares	Defined	2026-05-14
2025-12-31	$291,430	1,128	+4.9%	Shares	Defined	2026-02-13
2025-09-30	$298,409	1,075	-0.6%	Shares	Defined	2025-11-07
2025-06-30	$295,837	1,081	+2.4%	Shares	Defined	2025-08-08
2025-03-31	$300,463	1,056	-1.7%	Shares	Defined	2025-05-05
2024-12-31	$291,505	1,074	-3.7%	Shares	Defined	2025-02-03
2024-09-30	$295,642	1,115	+0.3%	Shares	Defined	2024-11-04
2024-06-30	$263,076	1,112	+1.8%	Shares	Defined	2024-08-09
2024-03-31	$276,232	1,092	-17.0%	Shares	Defined	2024-05-10
2023-12-31	$270,780	1,316	-17.6%	Shares	Defined	2024-01-30
2023-09-30	$310,027	1,598	-6.2%	Shares	Defined	2023-11-09
2023-06-30	$336,983	1,704	-6.2%	Shares	Defined	2023-08-02
2023-03-31	$312,960	1,817	-4.0%	Shares	Defined	2023-05-11
2022-12-31	$268,465	1,893	-3.1%	Shares	Defined	2023-02-13
2022-09-30	$241,221	1,954	+21.4%	Shares	Defined	2022-11-14
2022-03-31	$220,280	1,610	-7.9%	Shares	Defined	2022-05-10
2021-12-31	$268,069	1,749	-3.6%	Shares	Defined	2022-02-14
2021-09-30	$278,684	1,814	+0.6%	Shares	Defined	2021-11-12
2021-06-30	$276,264	1,804	-2.9%	Shares	Defined	2021-08-16
2021-03-31	$274,501	1,857	-7.7%	Shares	Defined	2021-05-18
2020-12-31	$269,333	2,011	-32.9%	Shares	Defined	2021-02-11
2020-09-30	$338,967	2,996	-21.3%	Shares	Defined	2020-12-01
2020-06-30	$443,896	3,807	+16.9%	Shares	Defined	2020-08-14
2020-03-31	$288,267	3,258	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.