Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership2,444 shares
Latest Disclosed Value $ 612,143
Mutual Advisors, LLC reports 1.88% increase in ownership of PRI / Primerica, Inc.

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 2,444 shares of Primerica, Inc. (US:PRI) valued at $612,173 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,399 shares of Primerica, Inc.. This represents a change in shares of 1.88% during the quarter. The current value of the position is $630,234 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F PRIMERICA COM 74164M108 2,444 45 1.88 612 -1.13 0.0131
2026-02-02 2025-12-31 13F PRIMERICA COM 74164M108 2,399 19 0.80 620 -1.75 0.0133
2025-11-04 2025-09-30 13F PRIMERICA COM 74164M108 2,380 189 8.63 630 8.25 0.0139
2025-07-28 2025-06-30 13F PRIMERICA COM 74164M108 2,191 646 41.81 582 44.06 0.0145
2025-04-28 2025-03-31 13F PRIMERICA COM 74164M108 1,545 151 10.83 404 0.50 0.0116
2025-01-17 2024-12-31 13F PRIMERICA COM 74164M108 1,394 136 10.81 402 14.53 0.0116
2024-10-25 2024-09-30 13F PRIMERICA COM 74164M108 1,258 69 5.80 351 18.58 0.0103
2024-07-30 2024-06-30 13F PRIMERICA COM 74164M108 1,189 115 10.71 297 9.23 0.0090
2024-05-02 2024-03-31 13F PRIMERICA COM 74164M108 1,074 75 7.51 272 32.20 0.0087
2024-01-12 2023-12-31 13F PRIMERICA COM 74164M108 999 999 206 0.0072
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.