Position in PRI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$292,441
New position
Shares Held
1,029
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#346
of 519 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Compound Planning, Inc. holds $5,480,708 across 8 Insurance - Life names. PRI ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
14,743 | $1,728,616 | |
| 2 | MFC |
Manulife Financial Corp
|
32,472 | $1,315,440 | |
| 3 | PUK |
Prudential PLC
|
22,285 | $597,460 | |
| 4 | UNM |
Unum Group
|
5,287 | $472,657 | |
| 5 | MET |
Metlife Inc
|
4,804 | $406,466 | |
| 6 | GL |
Globe Life Inc.
|
2,024 | $361,648 | |
| 7 | PRU |
Prudential Financial Inc
|
2,835 | $305,980 | |
| 8 | PRI |
Primerica, Inc.
This page
|
1,029 | $292,441 |
All Filings in PRI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,441 | 1,029 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||