Modern Wealth Management, LLC

Position in PRI — Primerica, Inc.

CIK 2001900 KANSAS CITY, MO

Position in PRI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$205,759

New position

Shares Held

724

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#386

of 519 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 23% Shared 0% None 77%

Financial Services · as of Jun 30, 2026

Modern Wealth Management, LLC holds $1,956,435 across 6 Insurance - Life names. PRI ranks #6 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	4,172	$450,283
2	AFL	Aflac Inc	3,201	$375,315
3	MFC	Manulife Financial Corp	8,980	$363,778
4	MET	Metlife Inc	3,838	$324,731
5	GL	Globe Life Inc.	1,324	$236,569
6	PRI	Primerica, Inc. This page	724	$205,759

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,759	724	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.