Position in PRI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$314,953,049
-$23,920,709 QoQ
Shares Held
1,257,398
-4.1% QoQ
Ownership
4.03%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026BANK OF MONTREAL /CAN/ holds $2,435,696,516 across 13 Insurance - Life names. PRI ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
57,296,687 | $1,973,297,897 | |
| 2 | PRI |
Primerica, Inc.
This page
|
1,257,398 | $314,953,049 | |
| 3 | MET |
Metlife Inc
|
707,334 | $50,022,656 | |
| 4 | AFL |
Aflac Inc
|
383,895 | $42,117,116 | |
| 5 | PRU |
Prudential Financial Inc
|
412,821 | $40,328,479 | |
| 6 | GL |
Globe Life Inc.
|
53,053 | $7,383,384 | |
| 7 | UNM |
Unum Group
|
37,746 | $2,756,589 | |
| 8 | LNC |
Lincoln National Corp
|
41,185 | $1,462,066 |
All Filings in PRI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $314,953,049 | 1,257,398 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $338,873,758 | 1,311,634 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $6,770,695 | 24,391 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,595,718 | 24,101 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $9,881,724 | 34,730 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,389,773 | 34,595 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,196,726 | 34,685 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,842,389 | 33,149 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,033,502 | 31,758 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,493,585 | 26,699 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $5,157,172 | 26,582 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $4,970,893 | 25,136 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $4,401,592 | 25,555 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $3,085,151 | 21,754 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $2,476,035 | 20,057 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,385,180 | 19,928 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $3,386,566 | 24,752 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,763,236 | 24,553 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,378,737 | 35,011 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,255,915 | 34,321 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,120,180 | 14,343 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,410,847 | 32,934 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,424,565 | 39,107 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,688,950 | 40,214 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $3,314,988 | 37,466 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||