HB Wealth Management, LLC

Position in PRI — Primerica, Inc.

CIK 1911253 Atlanta, GA

Position in PRI

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$584,870

-$31,060 QoQ

Shares Held

2,335

-2.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

HB Wealth Management, LLC holds $18,855,660 across 11 Insurance - Life names. PRI ranks #8 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	67,076	$7,358,907
2	PRU	Prudential Financial Inc	30,013	$2,931,969
3	MET	Metlife Inc	40,517	$2,865,362
4	MFC	Manulife Financial Corp	58,203	$2,004,511
5	UNM	Unum Group	16,112	$1,176,659
6	LNC	Lincoln National Corp	24,982	$886,861
7	GL	Globe Life Inc.	4,740	$659,665
8	PRI	Primerica, Inc. This page	2,335	$584,870

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.