Position in PRI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,842
+$338 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#485
of 522 holders
Holding Since
Jun 2025
5 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, 2026Cornerstone Planning Group LLC holds $935,347 across 12 Insurance - Life names. PRI ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
8,761 | $741,268 | |
| 2 | PRU |
Prudential Financial Inc
|
1,047 | $113,002 | |
| 3 | AFL |
Aflac Inc
|
332 | $38,927 | |
| 4 | MFC |
Manulife Financial Corp
|
543 | $21,996 | |
| 5 | PUK |
Prudential PLC
|
313 | $8,391 | |
| 6 | GL |
Globe Life Inc.
|
17 | $3,037 | |
| 7 | PRI |
Primerica, Inc.
This page
|
10 | $2,842 | |
| 8 | UNM |
Unum Group
|
24 | $2,145 |
All Filings in PRI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,842 | 10 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,504 | 10 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,583 | 10 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,244 | 332 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $547 | 2 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||