Position in PRI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,360,480
+$525,131 QoQ
Shares Held
15,343
+0.2% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#124
of 519 holders
Holding Since
Dec 2020
23 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, 2026NewEdge Wealth, LLC holds $10,570,848 across 10 Insurance - Life names. PRI ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRI |
Primerica, Inc.
This page
|
15,343 | $4,360,480 | |
| 2 | JXN |
Jackson Financial Inc.
|
12,935 | $1,324,414 | |
| 3 | GL |
Globe Life Inc.
|
5,256 | $939,142 | |
| 4 | MFC |
Manulife Financial Corp
|
21,893 | $886,885 | |
| 5 | PUK |
Prudential PLC
|
30,202 | $809,715 | |
| 6 | CNO |
CNO Financial Group, Inc.
|
15,621 | $796,358 | |
| 7 | AFL |
Aflac Inc
|
4,039 | $473,572 | |
| 8 | UNM |
Unum Group
|
4,864 | $434,841 |
All Filings in PRI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,360,480 | 15,343 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,835,349 | 15,312 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,422,348 | 17,117 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,980,242 | 17,941 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,893,493 | 17,881 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,479,763 | 19,259 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,443,870 | 20,057 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,229,168 | 23,493 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,747,214 | 20,066 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,091,578 | 20,128 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,141,331 | 20,127 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,155,888 | 21,421 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,308,003 | 21,784 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,798,753 | 22,055 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,354,610 | 23,654 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,887,989 | 23,394 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,625,160 | 21,933 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,875,665 | 13,709 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,097,346 | 13,684 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,099,814 | 13,668 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,069,074 | 13,511 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,786,256 | 12,084 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,070,636 | 7,994 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||