Corient Private Wealth LLC

Position in PRI — Primerica, Inc.

CIK 1948780 MIAMI, FL

Position in PRI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,715,953

+$2,477,669 QoQ

Shares Held

22,820

+82.1% QoQ

Ownership

0.073%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 90.70073184626845.ToString("F0")% Shared 0.5697006880231387.ToString("F0")% None 8.729567465708401.ToString("F0")%

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $136,280,823 across 13 Insurance - Life names. PRI ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	461,778	$50,661,664
2	MET	Metlife Inc	503,635	$35,617,067
3	PRU	Prudential Financial Inc	170,468	$16,653,018
4	UNM	Unum Group	207,360	$15,143,499
5	PRI	Primerica, Inc. This page	22,820	$5,715,953
6	MFC	Manulife Financial Corp	103,415	$3,561,612
7	BHF	Brighthouse Financial, Inc.	41,565	$2,488,912
8	LNC	Lincoln National Corp	54,339	$1,929,034

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	2025-08-15
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.