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Equibles

BANK OF MONTREAL /CAN/

Bank

Position in PRI — Primerica, Inc.

CIK 927971 TORONTO, A6
Back to PRI Full portfolio

Position in PRI

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$213,220,763
-$101,732,286 QoQ
Shares Held
750,249
-40.3% QoQ
Ownership
2.44%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#9
of 523 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 73% Shared 0% None 27%

Common Shares in PRI Over Time

Shares Held

Position Value (USD)

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $2,688,913,857 across 13 Insurance - Life names. PRI ranks #2 (7.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MFC
Manulife Financial Corp
 56,769,350 $2,299,726,363
2 PRI
Primerica, Inc.
This page 		750,249 $213,220,763
3 MET
Metlife Inc
 688,202 $58,228,767
4 AFL
Aflac Inc
 453,085 $53,124,214
5 PRU
Prudential Financial Inc
 368,734 $39,797,457
6 GL
Globe Life Inc.
 85,626 $15,299,652
7 UNM
Unum Group
 37,677 $3,368,322
8 PUK
Prudential PLC
 76,754 $2,057,773

All Filings in PRI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $213,220,763 750,249
2026-03-31 $314,953,049 1,257,398
2025-12-31 $338,873,758 1,311,634
2025-09-30 $6,770,695 24,391
2025-06-30 $6,595,718 24,101
2025-03-31 $9,881,724 34,730
2024-12-31 $9,389,773 34,595
2024-09-30 $9,196,726 34,685
2024-06-30 $7,842,389 33,149
2024-03-31 $8,033,502 31,758
2023-12-31 $5,493,585 26,699
2023-09-30 $5,157,172 26,582
2023-06-30 $4,970,893 25,136
2023-03-31 $4,401,592 25,555
2022-12-31 $3,085,151 21,754
2022-09-30 $2,476,035 20,057
2022-06-30 $2,385,180 19,928
2022-03-31 $3,386,566 24,752
2021-12-31 $3,763,236 24,553
2021-09-30 $5,378,737 35,011
2021-06-30 $5,255,915 34,321
2021-03-31 $2,120,180 14,343
2020-12-31 $4,410,847 32,934
2020-09-30 $4,424,565 39,107
2020-06-30 $4,688,950 40,214
2020-03-31 $3,314,988 37,466