Filing Research | PRI - PRIMERICA Institutional Holdings

Snapshot holdings

50 / 98 loaded

#		Instrument	quantity
1	PhiloSmith Capital Corp	Shares	117.6KSH	$33.4M
2	Arbejdsmarkedets Tillaegspension	Shares	105.9KSH	$30.1M
3	Artemis Investment Management LLP	Shares	40.3KSH	$11.4M
4	Vest Financial, LLC	Shares	27.8KSH	$7.9M
5	VISTA INVESTMENT PARTNERS LLC	Shares	15.4KSH	$4.4M
6	Police & Firemen's Retirement System of New Jersey	Shares	14.2KSH	$4.0M
7	Crossmark Global Holdings, Inc.	Shares	9.3KSH	$2.7M
8	Louisiana State Employees Retirement System	Shares	9.1KSH	$2.6M
9	VISTA INVESTMENT PARTNERS II, LLC	Shares	9.0KSH	$2.6M
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	8.9KSH	$2.5M
11	Robeco Institutional Asset Management B.V.	Shares	8.6KSH	$2.5M
12	DAVENPORT & Co LLC	Shares	8.5KSH	$2.4M
13	Ausbil Investment Management Ltd	Shares	8.3KSH	$2.4M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.2KSH	$2.2M
15	LANARK FINANCIAL, INC.	Shares	7.6KSH	$2.1M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	7.5KSH	$2.1M
17	Envestnet Portfolio Solutions, Inc.	Shares	5.8KSH	$1.6M
18	PensionDanmark Pensionsforsikringsaktieselskab	Shares	5.0KSH	$1.4M
19	FIRST CITIZENS BANK & TRUST CO	Shares	4.9KSH	$1.4M
20	DIXON FNANCIAL SERVICES, INC.	Shares	4.9KSH	$1.4M
21	Y-Intercept (Hong Kong) Ltd	Shares	4.6KSH	$1.3M
22	JAMES INVESTMENT RESEARCH, INC.	Shares	4.2KSH	$1.2M
23	Impact Capital Partners LLC	Shares	4.1KSH	$1.2M
24	GAMMA Investing LLC	Shares	3.3KSH	$928.8K
25	BTC Capital Management, Inc.	Shares	2.8KSH	$815.4K
26	D.A. DAVIDSON & CO.	Shares	2.8KSH	$786.7K
27	SECURIAN ASSET MANAGEMENT, INC	Shares	2.3KSH	$721.4K
28	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.4KSH	$673.6K
29	Everhart Financial Group, Inc.	Shares	2.3KSH	$652.5K
30	Baker Ellis Asset Management LLC	Shares	2.3KSH	$648.3K
31	Oak Thistle LLC	Shares	2.3KSH	$648.0K
32	Fifth Third Wealth Advisors LLC	Shares	2.1KSH	$585.7K
33	Apollon Wealth Management, LLC	Shares	2.0KSH	$577.2K
34	Sylvest Advisors, LLC	Shares	2.0KSH	$568.4K
35	Aaron Wealth Advisors LLC	Shares	1.6KSH	$456.4K
36	Radnor Capital Management, LLC	Shares	1.6KSH	$454.7K
37	PFW Advisors LLC	Shares	1.5KSH	$432.3K
38	QRG CAPITAL MANAGEMENT, INC.	Shares	1.2KSH	$353.5K
39	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	1.2KSH	$346.2K
40	Ballentine Partners, LLC	Shares	1.1KSH	$305.8K
41	Ifrah Financial Services, Inc.	Shares	1.0KSH	$287.9K
42	IFP Advisors, Inc	Shares	938SH	$266.6K
43	BLUE SQUARE ASSET MANAGEMENT, LLC	Shares	913SH	$259.5K
44	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	860SH	$244.4K
45	Clark Asset Management, LLC	Shares	769SH	$218.6K
46	Forthright Family Wealth Advisory LLC	Shares	763SH	$216.8K
47	Trust Point Inc.	Shares	727SH	$206.6K
48	Blue Trust, Inc.	Shares	677SH	$192.4K
49	SIGNATUREFD, LLC	Shares	573SH	$162.8K
50	Oakworth Capital, Inc.	Shares	549SH	$159.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 114 loaded

#		Instrument
1	Arbejdsmarkedets Tillaegspension added	Shares	+4.9K	+$4.8M	$30.1M
2	PhiloSmith Capital Corp trimmed	Shares	-600	+$3.8M	$33.4M
3	VISTA INVESTMENT PARTNERS LLC added	Shares	+4.5K	+$1.7M	$4.4M
4	Ausbil Investment Management Ltd added	Shares	+5.2K	+$1.6M	$2.4M
5	Crossmark Global Holdings, Inc. added	Shares	+4.1K	+$1.3M	$2.7M
6	Y-Intercept (Hong Kong) Ltd new	Shares	+4.6K	+$1.3M	$1.3M
7	Vest Financial, LLC added	Shares	+1.4K	+$1.3M	$7.9M
8	Artemis Investment Management LLP trimmed	Shares	-682	+$1.2M	$11.4M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.8K	+$1.1M	$2.2M
10	VISTA INVESTMENT PARTNERS II, LLC added	Shares	+2.5K	+$928.1K	$2.6M
11	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-48	+$468.4K	$4.0M
12	GAMMA Investing LLC added	Shares	+995	+$359.4K	$928.8K
13	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1.1K	+$345.2K	$673.6K
14	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+628	+$325.5K	$1.4M
15	Fifth Third Wealth Advisors LLC added	Shares	+880	+$289.9K	$585.7K
16	LANARK FINANCIAL, INC. added	Shares	+9	+$257.1K	$2.1M
17	Louisiana State Employees Retirement System trimmed	Shares	-200	+$256.8K	$2.6M
18	Aaron Wealth Advisors LLC added	Shares	+778	+$249.0K	$456.4K
19	DAVENPORT & Co LLC trimmed	Shares	-192	+$238.2K	$2.4M
20	Envestnet Portfolio Solutions, Inc. added	Shares	+106	+$222.0K	$1.6M
21	Clark Asset Management, LLC new	Shares	+769	+$218.6K	$218.6K
22	Forthright Family Wealth Advisory LLC new	Shares	+763	+$216.8K	$216.8K
23	Trust Point Inc. new	Shares	+727	+$206.6K	$206.6K
24	Impact Capital Partners LLC added	Shares	+147	+$175.8K	$1.2M
25	DIXON FNANCIAL SERVICES, INC. unchanged	Shares	0	+$163.8K	$1.4M
26	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$139.5K	$721.4K
27	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-140	+$131.7K	$1.4M
28	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-531	+$118.7K	$2.1M
29	BTC Capital Management, Inc. added	Shares	+43	+$114.8K	$815.4K
30	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-786	+$102.0K	$2.5M
31	D.A. DAVIDSON & CO. trimmed	Shares	-18	+$88.8K	$786.7K
32	Ballentine Partners, LLC added	Shares	+174	+$79.9K	$305.8K
33	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+151	+$78.9K	$346.2K
34	JAMES INVESTMENT RESEARCH, INC. trimmed	Shares	-255	+$78.5K	$1.2M
35	Baker Ellis Asset Management LLC unchanged	Shares	0	+$76.9K	$648.3K
36	Davis Capital Management new	Shares	+238	+$67.6K	$67.6K
37	Sylvest Advisors, LLC unchanged	Shares	0	+$67.4K	$568.4K
38	Everhart Financial Group, Inc. trimmed	Shares	-72	+$59.4K	$652.5K
39	Radnor Capital Management, LLC unchanged	Shares	0	+$54.0K	$454.7K
40	PFW Advisors LLC unchanged	Shares	0	+$51.3K	$432.3K
41	STEPH & CO added	Shares	+150	+$49.2K	$98.3K
42	QRG CAPITAL MANAGEMENT, INC. added	Shares	+19	+$46.7K	$353.5K
43	SJS Investment Consulting Inc. added	Shares	+144	+$44.8K	$73.9K
44	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+24	+$35.0K	$244.4K
45	Ifrah Financial Services, Inc. trimmed	Shares	-2	+$33.7K	$287.9K
46	SIGNATUREFD, LLC added	Shares	+49	+$31.6K	$162.8K
47	BLUE SQUARE ASSET MANAGEMENT, LLC unchanged	Shares	0	+$30.8K	$259.5K
48	Blue Trust, Inc. added	Shares	+29	+$30.1K	$192.4K
49	IFP Advisors, Inc trimmed	Shares	-14	+$28.1K	$266.6K
50	Oakworth Capital, Inc. unchanged	Shares	0	+$22.3K	$159.8K

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