Everhart Financial Group, Inc.

Position in PRI — Primerica, Inc.

CIK 1852858 Dublin, OH

Position in PRI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$652,523

+$59,387 QoQ

Shares Held

2,296

-3.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#275

of 519 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $2,889,981 across 5 Insurance - Life names. PRI ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNO	CNO Financial Group, Inc.	21,807	$1,111,720
2	PRI	Primerica, Inc. This page	2,296	$652,523
3	PRU	Prudential Financial Inc	5,355	$577,965
4	AFL	Aflac Inc	2,679	$314,112
5	MFC	Manulife Financial Corp	5,768	$233,661

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$652,523	2,296	-3.0%	Shares	Sole	2026-07-09
2026-03-31	$593,136	2,368	-7.9%	Shares	Sole	2026-04-09
2025-12-31	$663,985	2,570	-13.7%	Shares	Sole	2026-01-07
2025-09-30	$826,663	2,978	-0.3%	Shares	Sole	2025-11-04
2025-06-30	$817,725	2,988	+5.7%	Shares	Sole	2025-08-07
2025-03-31	$804,081	2,826	+5.6%	Shares	Sole	2025-04-16
2024-12-31	$726,319	2,676	+2.5%	Shares	Sole	2025-01-30
2024-09-30	$692,306	2,611	+23.9%	Shares	Sole	2024-11-04
2024-06-30	$498,710	2,108	+16.2%	Shares	Sole	2024-07-24
2024-03-31	$458,869	1,814	+12.4%	Shares	Sole	2024-05-13
2023-12-31	$332,096	1,614	+4.5%	Shares	Sole	2024-01-12
2023-09-30	$299,745	1,545	+5.2%	Shares	Sole	2023-10-25
2023-06-30	$290,509	1,469	+15.1%	Shares	Sole	2023-07-13
2023-03-31	$219,778	1,276	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.