HB Wealth Management, LLC

Position in PRI — Primerica, Inc.

CIK 1911253 Atlanta, GA

Position in PRI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$749,719

+$164,849 QoQ

Shares Held

2,638

+13.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#264

of 524 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HB Wealth Management, LLC holds $23,246,681 across 12 Insurance - Life names. PRI ranks #8 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	71,812	$8,419,957
2	PRU	Prudential Financial Inc	35,231	$3,802,481
3	MET	Metlife Inc	42,212	$3,571,557
4	MFC	Manulife Financial Corp	58,805	$2,382,190
5	UNM	Unum Group	18,464	$1,650,681
6	LNC	Lincoln National Corp	27,939	$987,643
7	GL	Globe Life Inc.	5,283	$943,966
8	PRI	Primerica, Inc. This page	2,638	$749,719

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$749,719	2,638	+13.0%	Shares	Sole	2026-07-29
2026-03-31	$584,870	2,335	-2.1%	Shares	Sole	2026-04-27
2025-12-31	$615,930	2,384	-2.1%	Shares	Sole	2026-01-28
2025-09-30	$675,654	2,434	+72.7%	Shares	Sole	2025-10-23
2025-06-30	$385,601	1,409	-32.5%	Shares	Sole	2025-07-17
2025-03-31	$594,098	2,088	+1.9%	Shares	Sole	2025-05-07
2024-12-31	$556,411	2,050	+20.6%	Shares	Sole	2025-01-15
2024-09-30	$450,755	1,700	+5.3%	Shares	Sole	2024-10-15
2024-06-30	$381,840	1,614	+8.8%	Shares	Sole	2024-07-26
2024-03-31	$375,139	1,483	+2.1%	Shares	Sole	2024-04-30
2023-12-31	$298,763	1,452	+0.8%	Shares	Sole	2024-01-16
2023-09-30	$279,374	1,440	0.0%	Shares	Sole	2023-10-13
2023-06-30	$284,774	1,440	+18.7%	Shares	Sole	2023-07-13
2023-03-31	$208,927	1,213	—	Shares	Sole	2023-04-13
No filing history on record for this holder in this stock.