Position in PRI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$162,956,776
-$3,155,784 QoQ
Shares Held
650,578
+1.2% QoQ
Ownership
2.09%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83%
Shared 13%
None 4%
Common Shares in PRI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $3,834,507,663 across 17 Insurance - Life names. PRI ranks #11 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
7,123,164 | $503,750,155 | |
| 2 | AFL |
Aflac Inc
|
4,550,855 | $499,274,300 | |
| 3 | JXN |
Jackson Financial Inc.
|
4,060,350 | $429,260,200 | |
| 4 | PRU |
Prudential Financial Inc
|
3,758,545 | $367,172,258 | |
| 5 | GL |
Globe Life Inc.
|
2,353,192 | $327,493,729 | |
| 6 | UNM |
Unum Group
|
4,084,382 | $298,282,416 | |
| 7 | MFC |
Manulife Financial Corp
|
8,257,487 | $284,387,850 | |
| 8 | LNC |
Lincoln National Corp
|
7,755,506 | $275,320,462 |
All Filings in PRI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,956,776 | 650,578 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $166,112,560 | 642,950 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $170,253,994 | 613,329 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $167,158,730 | 610,804 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $173,972,166 | 611,437 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $161,518,511 | 595,087 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $163,663,835 | 617,250 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $150,879,603 | 637,753 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $155,802,362 | 615,917 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $135,032,260 | 656,261 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $133,397,005 | 687,578 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $147,857,831 | 747,663 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $139,011,628 | 807,081 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $115,186,202 | 812,200 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $97,490,190 | 789,714 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $91,741,065 | 766,489 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $105,108,681 | 768,226 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $117,464,135 | 766,387 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $118,928,977 | 774,126 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $117,697,584 | 768,562 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $113,247,858 | 766,120 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $101,639,209 | 758,898 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $85,661,122 | 757,125 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $88,752,422 | 761,170 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $67,462,903 | 762,465 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||