Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Primerica Inc (PRI)

503 + Investors. Track Smart Money conviction in PRI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — PRI

Based on 504 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PRI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
504 hedge funds hold PRI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PRI is almost the same as a year ago (-2 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

250 buying223 selling
Last quarter: 250 funds bought or added vs 223 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 60 → 58 → 75 → 58. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 17% new
311 out of 504 hedge funds have held PRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

79 → 60 → 58 → 75 → 58 new funds/Q
New funds entering each quarter: 60 → 58 → 75 → 58. A growing number of institutions are discovering PRI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Of 508 current holders: 331 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
56 of 504 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PRI

In 2026 Q1, 250 hedge funds were net buyers of PRI (58 opened a new position, 192 added to an existing one), while 223 reduced or exited (162 trimmed, 61 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 39% of total institutional value in PRI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 504.

Hedge Fund Ownership: PRI

How many hedge funds hold PRI — quarterly history vs. share price
Quarterly hedge fund ownership of PRI vs. share price

Market Analysis: PRI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PRI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Primerica Inc (PRI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PRI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
PRI
+12.5%
XLF
+8.5%

PRI outperformed XLF by +4.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
PRI
+3.2%
XLF
+4.8%

Since the filing became public, PRI outperformed XLF by -1.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 3 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: PRI
503 + Investors

Track Smart Money conviction in PRI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 503 507 -0.79%
13F Shares 30M 30M -0.73%
Total Value $7.24B $7.66B -5.47%
New Positions 57 75 -18
Increased Positions 190 148 +42
Closed Positions 61 62 -1
Reduced Positions 161 203 -42
Total Calls 3 3 -
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 1.33 Neutral

Statistics: PRI

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

503 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PRI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PRI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PhiloSmith Capital Corp 8.44% 118,200 $29.6M
2 Quantum Capital Management, LLC / NJ 8.04% 250,901 $62.8M
3 Brave Warrior Advisors, LLC 5.45% 879,323 $220.3M
4 Academy Capital Management 4.65% 129,888 $32.5M
5 Sovereign's Capital Management, LLC 3.02% 16,397 $4.1M
6 Gator Capital Management, LLC 2.90% 56,575 $14.2M
7 Capricorn Fund Managers Ltd 2.66% 68,041 $17.0M
8 Kayne Anderson Rudnick Investment Management LLC 2.26% 3,071,590 $769.4M
9 Fiduciary Management Inc /Wi/ 2.15% 692,022 $173.3M
10 Lyrical Asset Management LP 1.93% 506,040 $126.8M
11 Running Oak Capital LLC 1.92% 56,681 $14.2M
12 Vista Investment Partners II, LLC 0.73% 6,517 $1.6M
13 Wbi Investments, LLC 0.73% 10,593 $2.7M
14 Vista Investment Partners LLC 0.72% 10,870 $2.7M
15 Bamco Inc /Ny/ 0.65% 860,026 $215.4M
16 Arbejdsmarkedets Tillaegspension 0.63% 100,979 $25.3M
17 Jlb & Associates Inc 0.63% 17,443 $4.4M
18 Marks Group Wealth Management, Inc 0.63% 25,903 $6.5M
19 EULAV Asset Management 0.62% 77,256 $19.4M
20 Alpine Woods Capital Investors, LLC 0.58% 9,643 $2.4M
21 Dixon Fnancial Services, INC. 0.55% 4,857 $1.2M
22 Callahan Advisors, LLC 0.53% 25,340 $6.3M
23 Copeland Capital Management, LLC 0.50% 90,649 $22.7M
24 Agf Management Ltd 0.48% 430,753 $107.9M
25 ELCO Management Co., LLC 0.48% 4,000 $1.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Primerica Inc (PRI)

What does the Smart Money Trend signal show for PRI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PRI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PRI?

Slight buying edge — 53% buying: Last quarter: 250 funds bought or added vs 223 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PRI holders?

Strong quality — 39% AUM from major funds: 56 of 504 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PRI?

62% of holders stayed for 2+ years: 311 out of 504 hedge funds have held PRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Primerica Inc (PRI) following the 2026 Q1 hedge fund 13F filings?

As of today, PRI has moved +3.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), PRI has gained +12.5% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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