Envestnet Portfolio Solutions, Inc.

Position in PRI — Primerica, Inc.

CIK 1998033 BERWYN, PA

Position in PRI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,647,507

+$222,026 QoQ

Shares Held

5,797

+1.9% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#198

of 519 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $9,128,647 across 7 Insurance - Life names. PRI ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc.	13,320	$2,380,017
2	UNM	Unum Group	18,806	$1,681,256
3	PRI	Primerica, Inc. This page	5,797	$1,647,507
4	MET	Metlife Inc	18,973	$1,605,305
5	PRU	Prudential Financial Inc	9,246	$997,920
6	AFL	Aflac Inc	4,567	$535,480
7	JXN	Jackson Financial Inc.	2,746	$281,162

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,647,507	5,797	+1.9%	Shares	Sole	2026-07-20
2026-03-31	$1,425,481	5,691	-4.7%	Shares	Sole	2026-04-29
2025-12-31	$1,543,442	5,974	-0.9%	Shares	Sole	2026-02-06
2025-09-30	$1,673,312	6,028	-16.2%	Shares	Sole	2025-10-30
2025-06-30	$1,967,960	7,191	+92.1%	Shares	Sole	2025-07-25
2025-03-31	$1,064,995	3,743	-48.6%	Shares	Sole	2025-04-21
2024-12-31	$1,977,566	7,286	-6.8%	Shares	Sole	2025-02-10
2024-09-30	$2,072,942	7,818	+19.2%	Shares	Sole	2024-10-31
2024-06-30	$1,552,201	6,561	+3.8%	Shares	Sole	2024-07-16
2024-03-31	$1,599,213	6,322	+136.5%	Shares	Sole	2024-05-06
2023-12-31	$549,996	2,673	+5.4%	Shares	Sole	2024-02-07
2023-09-30	$491,815	2,535	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.