Whipplewood Advisors, LLC

Position in PRI — Primerica, Inc.

CIK 2052510 LITTLETON, CO

Position in PRI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,136

-$1,368 QoQ

Shares Held

-60.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#507

of 519 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $19,824 across 7 Insurance - Life names. PRI ranks #6 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group	65	$5,811
2	PUK	Prudential PLC	142	$3,807
3	AFL	Aflac Inc	31	$3,634
4	GL	Globe Life Inc.	13	$2,322
5	PRU	Prudential Financial Inc	21	$2,266
6	PRI	Primerica, Inc. This page	4	$1,136
7	LNC	Lincoln National Corp	24	$848

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,136	4	-60.0%	Shares	Sole	2026-07-27
2026-03-31	$2,504	10	-28.6%	Shares	Sole	2026-04-30
2025-06-30	$3,831	14	-69.6%	Shares	Other	2025-07-31
2025-03-31	$13,088	46	+228.6%	Shares	Sole	2025-04-10
2024-12-31	$3,799	14	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.