Position in PRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,325
+$2,293 QoQ
Shares Held
68
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#438
of 519 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $4,419,540 across 8 Insurance - Life names. PRI ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
40,423 | $1,637,535 | |
| 2 | MET |
Metlife Inc
|
15,639 | $1,323,215 | |
| 3 | PRU |
Prudential Financial Inc
|
11,224 | $1,211,406 | |
| 4 | AFL |
Aflac Inc
|
1,038 | $121,705 | |
| 5 | LNC |
Lincoln National Corp
|
3,000 | $106,050 | |
| 6 | PRI |
Primerica, Inc.
This page
|
68 | $19,325 | |
| 7 | GL |
Globe Life Inc.
|
1 | $178 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
2 | $126 |
All Filings in PRI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,325 | 68 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,032 | 68 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $17,568 | 68 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $18,876 | 68 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $18,609 | 68 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $25,038 | 88 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $23,884 | 88 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $23,333 | 88 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $20,819 | 88 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $22,260 | 88 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $18,106 | 88 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,072 | 88 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $17,402 | 88 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $15,157 | 88 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $12,480 | 88 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $10,863 | 88 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $19,868 | 166 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||