Position in PRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,406,611
+$3,705,274 QoQ
Shares Held
78,841
+5.6% QoQ
Ownership
0.256%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#53
of 523 holders
Holding Since
Dec 2020
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, 2026JONES FINANCIAL COMPANIES LLLP holds $115,468,770 across 16 Insurance - Life names. PRI ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
1,007,760 | $40,824,357 | |
| 2 | PRI |
Primerica, Inc.
This page
|
78,841 | $22,406,611 | |
| 3 | AFL |
Aflac Inc
|
190,732 | $22,363,327 | |
| 4 | MET |
Metlife Inc
|
192,481 | $16,285,816 | |
| 5 | PRU |
Prudential Financial Inc
|
58,436 | $6,306,996 | |
| 6 | LNC |
Lincoln National Corp
|
99,359 | $3,512,340 | |
| 7 | PUK |
Prudential PLC
|
46,150 | $1,237,281 | |
| 8 | GL |
Globe Life Inc.
|
5,619 | $1,004,002 |
All Filings in PRI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,406,611 | 78,841 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,701,337 | 74,662 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $696,796 | 2,697 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $512,985 | 1,848 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $470,437 | 1,719 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $382,976 | 1,346 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $266,262 | 981 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $98,635 | 372 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $52,993 | 224 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,489 | 81 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,703 | 18 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $5,814 | 41 | Shares | Sole | 2023-02-13 | |
| 2021-12-31 | $8,736 | 57 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,756 | 57 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,728 | 57 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,469 | 37 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,276 | 17 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||