Primerica, Inc.: which funds bought and sold

Institutions that bought and sold Primerica shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 247 institutions that filed 13F reports for both quarters added to or opened positions in Primerica, and 223 cut or closed them. Together they sold a net 522K shares, −1.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 175K shares (−1.7%); index fund managers were net buyers of 38K shares (+0.4%). 62 opened a new position and 44 sold out entirely.

Bought, Q2 2026 247 institutions, 62 of them new holders Sold, Q2 2026 223 institutions, 44 of them sold out

Net change, all compared −522K shares (−1.8%)

Net change, active managers −175K shares (−1.7%), 32 bought, 27 sold

Buyers versus sellers

institutions compared, 559

247 bought 89 223 sold

Active managers and hedge funds 32 bought · 27 sold · −175K

Index fund managers 5 bought · 6 sold · +38K

Other institutions 210 bought · 190 sold · −385K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	+190K +348.5%	244K	$69.4M
AQR Capital Management LLC Hedge fund	+135K +50.9%	400K	$114M
Qube Research & Technologies Ltd Hedge fund	+127K +353.5%	162K	$46.1M
HRT Financial LP	+66K New position	66K	$18.8M
Bi Asset Management Fondsmaeglerselskab A/S	+55K +749.7%	63K	$17.9M
Fuller & Thaler Asset Management, Inc.	+54K +16.8%	373K	$106M
American Century Companies Inc Active manager	+51K +36.5%	189K	$53.8M
Quantinno Capital Management LP	+50K +40.7%	173K	$49.2M
Bank Of America Corp	+49K +109.3%	94K	$26.8M
Price T Rowe Associates Inc Active manager	+48K +31.5%	199K	$56.4M
Mackenzie Financial Corp	+44K +87.2%	95K	$27M
Morgan Stanley	+39K +18.2%	254K	$72.1M
State Street Corp Index funds	+38K +3.8%	1.0M	$296M
Geode Capital Management, LLC Index funds	+36K +4.1%	906K	$257M
Renaissance Technologies LLC Hedge fund	+34K +64.2%	87K	$24.7M
Logan Capital Management Inc	+32K New position	32K	$9M
Campbell & Co Investment Adviser LLC	+31K +2090.6%	33K	$9.3M
Goldman Sachs Group Inc	+28K +19.9%	171K	$48.6M
Lighthouse Investment Partners, LLC Hedge fund	+23K New position	23K	$6.6M
Schroder Investment Management Group Active manager	+19K +251.9%	26K	$7.5M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	+190K +348.5%	244K	$69.4M
AQR Capital Management LLC Hedge fund	+135K +50.9%	400K	$114M
Qube Research & Technologies Ltd Hedge fund	+127K +353.5%	162K	$46.1M
American Century Companies Inc Active manager	+51K +36.5%	189K	$53.8M
Price T Rowe Associates Inc Active manager	+48K +31.5%	199K	$56.4M
Renaissance Technologies LLC Hedge fund	+34K +64.2%	87K	$24.7M
Lighthouse Investment Partners, LLC Hedge fund	+23K New position	23K	$6.6M
Schroder Investment Management Group Active manager	+19K +251.9%	26K	$7.5M
Schonfeld Strategic Advisors LLC Hedge fund	+16K +412.9%	20K	$5.8M
Panagora Asset Management Inc Active manager	+16K +82.1%	36K	$10.1M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Bank Of Montreal	−507K −40.3%	750K	$213M
Kayne Anderson Rudnick Investment Management LLC Active manager	−303K −9.9%	2.8M	$787M
BAMCO Inc Active manager	−189K −21.9%	671K	$191M
Fiduciary Management Inc Active manager	−158K −22.8%	534K	$152M
Capricorn Fund Managers Ltd	−68K Sold out	0	—
Millennium Management LLC Hedge fund	−61K −35.2%	112K	$31.8M
D. E. Shaw & Co., Inc. Hedge fund	−52K −72.6%	20K	$5.6M
Man Group PLC Hedge fund	−50K −64.7%	27K	$7.7M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−48K −33.9%	93K	$26.5M
Quantum Capital Management, LLC / Nj	−36K −14.4%	215K	$61.1M
Bank Of New York Mellon Corp	−36K −11.5%	278K	$79M
Parkwood LLC	−31K Sold out	0	—
Danske Bank A/S	−31K −66.8%	15K	$4.3M
Amundi	−30K −95.0%	1,565	$444,773
Bridgewater Associates, LP Hedge fund	−27K −51.7%	25K	$7.1M
Mitsubishi Ufj Trust & Banking Corp	−21K −89.1%	2,617	$743,751
Lyrical Asset Management LP Active manager	−21K −4.2%	485K	$138M
Voloridge Investment Management, LLC Hedge fund	−21K −62.5%	12K	$3.5M
Wells Fargo & Company	−19K −6.6%	262K	$74.3M
Vanguard Capital Management LLC Index funds	−18K −1.2%	1.4M	$402M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Kayne Anderson Rudnick Investment Management LLC Active manager	−303K −9.9%	2.8M	$787M
BAMCO Inc Active manager	−189K −21.9%	671K	$191M
Fiduciary Management Inc Active manager	−158K −22.8%	534K	$152M
Millennium Management LLC Hedge fund	−61K −35.2%	112K	$31.8M
D. E. Shaw & Co., Inc. Hedge fund	−52K −72.6%	20K	$5.6M
Man Group PLC Hedge fund	−50K −64.7%	27K	$7.7M
Bridgewater Associates, LP Hedge fund	−27K −51.7%	25K	$7.1M
Lyrical Asset Management LP Active manager	−21K −4.2%	485K	$138M
Voloridge Investment Management, LLC Hedge fund	−21K −62.5%	12K	$3.5M
Woodline Partners LP Hedge fund	−15K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
HRT Financial LP	66K	$18.8M
Logan Capital Management Inc	32K	$9M
Lighthouse Investment Partners, LLCHedge fund	23K	$6.6M
Tudor Investment Corp Et AlHedge fund	11K	$3.1M
Point72 Asset Management, L.P.Hedge fund	10K	$2.9M
Blueshift Asset Management, LLC	6,303	$1.8M
Y-Intercept (Hong Kong) Ltd	4,593	$1.3M
Redwood Investment Management, LLC	4,086	$1.2M
Mariner, LLC	3,364	$956,139
Beacon Pointe Advisors, LLC	3,059	$869,439

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Capricorn Fund Managers Ltd	68K	$17M
Parkwood LLC	31K	$7.9M
Woodline Partners LPHedge fund	15K	$3.9M
Ellsworth Advisors, LLC	10K	$2.5M
Citadel Advisors LLCHedge fund	8,274	$2.1M
Diversified Management Inc	7,605	$1.9M
Pfa Pension, Forsikringsaktieselskab	7,393	$1.9M
TD Asset Management Inc	7,380	$1.8M
Avior Wealth Management, LLC	3,646	$913,250
Dark Forest Capital Management LP	2,064	$516,991

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 520
Ten largest holders: 55.3%
Index fund managers: 31.6%
Active managers and hedge funds: 34.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	32	27	7	5	−175K	−1.7%
Index fund managers	5	6	0	0	+38K	+0.4%
Other institutions	210	190	55	39	−385K	−3.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Primerica.

Only managers that filed a holdings report for both quarters are compared (559 here). 13 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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