Corient Private Wealth LLC

Position in PRI — Primerica, Inc.

CIK 1948780 MIAMI, FL

Position in PRI

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$6,594,292

+$878,339 QoQ

Shares Held

23,203

+1.7% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#103

of 523 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 8% Shared 1% None 91%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $149,957,679 across 13 Insurance - Life names. PRI ranks #6 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	496,085	$58,165,965
2	MET	Metlife Inc	400,337	$33,872,513
3	GL	Globe Life Inc.	91,900	$16,420,691
4	PRU	Prudential Financial Inc	131,487	$14,191,391
5	UNM	Unum Group	133,576	$11,941,693
6	PRI	Primerica, Inc. This page	23,203	$6,594,292
7	CNO	CNO Financial Group, Inc.	44,104	$2,248,421
8	MFC	Manulife Financial Corp	50,147	$2,031,454

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,594,292	23,203	+1.7%	Shares	Sole	2026-08-27
2026-03-31	$5,715,953	22,820	+82.1%	Shares	Sole	2026-05-15
2025-12-31	$3,238,284	12,534	+34.0%	Shares	Sole	2026-03-09
2025-09-30	$2,596,854	9,355	+11.8%	Shares	Defined	2025-11-14
2025-06-30	$2,290,617	8,370	-18.6%	Shares	Sole	2025-09-26
2025-03-31	$2,925,537	10,282	+18.9%	Shares	Sole	2025-05-14
2024-12-31	$2,346,697	8,646	+1.4%	Shares	Sole	2025-02-10
2024-09-30	$2,260,934	8,527	-18.7%	Shares	Sole	2024-11-12
2024-06-30	$2,480,304	10,484	+20.8%	Shares	Sole	2024-08-13
2024-03-31	$2,195,692	8,680	-0.6%	Shares	Sole	2024-05-09
2023-12-31	$1,796,490	8,731	+12.4%	Shares	Sole	2024-02-09
2023-09-30	$1,507,457	7,770	—	Shares	Sole	2023-11-03
No filing history on record for this holder in this stock.