Primerica Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:PI7 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
25 Nov 24	Sell€434,747	Peter Schneider	Individual	1,500	€289.83
11 Nov 24	Sell€848,598	Glenn Williams	Individual	3,000	€282.87
10 Sep 24	Sell€460,535	John Addison	Individual	2,000	€230.27
06 Sep 24	Sell€184,090	Sanjeev Dheer	Individual	800	€230.11
26 Aug 24	Sell€350,733	Peter Schneider	Individual	1,500	€233.82
12 Aug 24	Sell€692,857	Glenn Williams	Individual	3,000	€230.95
13 Jun 24	Sell€620,823	Glenn Williams	Individual	3,000	€206.94
24 May 24	Sell€314,311	Peter Schneider	Individual	1,500	€209.54
15 Mar 24	Sell€335,322	Peter Schneider	Individual	1,500	€223.55
13 Mar 24	Sell€53,377	Nicholas Jendusa	Individual	233.85	€228.25
11 Mar 24	Sell€844,234	Gregory Pitts	Individual	3,759	€224.59
22 Feb 24	Sell€279,694	John Addison	Individual	1,215	€230.20
20 Feb 24	Sell€170,159	Joel Babbit	Individual	750	€226.88
16 Feb 24	Sell€286,281	Gary Crittenden	Individual	1,247	€229.58
16 Feb 24	Sell€915,385	Glenn Williams	Individual	4,000	€228.85

Insider Trading Volume

Insider Buying: PI7 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of PI7?
Owner Type	Number of Shares	Ownership Percentage
State or Government	29,681	0.0889%
Individual Insiders	165,918	0.497%
General Public	1,839,743	5.51%
Institutions	31,336,058	93.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 76.53% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.9%	Kayne Anderson Rudnick Investment Management, LLC	3,622,908	€1.0b	0.44%	2.19%
10.5%	The Vanguard Group, Inc.	3,491,229	€979.1m	-1.9%	0.01%
9.18%	BlackRock, Inc.	3,064,016	€859.3m	-1.12%	0.01%
9.07%	FMR LLC	3,028,220	€849.3m	-1.79%	0.05%
5.13%	Baron Capital Group, Inc.	1,712,011	€480.1m	-7.12%	1.13%
4.38%	Brave Warrior Advisors, LLC	1,460,171	€409.5m	-22.7%	8.67%
3.8%	Burgundy Asset Management Ltd.	1,267,265	€355.4m	2.43%	3.01%
3.25%	State Street Global Advisors, Inc.	1,083,383	€303.8m	-0.05%	0.01%
2.09%	Geode Capital Management, LLC	696,839	€195.4m	3.87%	0.01%
2%	AGF Management Limited	668,251	€187.4m	0.57%	0.88%
1.87%	Millennium Management LLC	623,260	€174.8m	-8.47%	0.15%
1.85%	Dimensional Fund Advisors LP	617,250	€173.1m	-3.21%	0.03%
1.8%	Lyrical Asset Management LP	602,341	€168.9m	-6.25%	2.51%
1.44%	Fiduciary Management, Inc.	482,008	€135.2m	-0.13%	0.95%
1.18%	T. Rowe Price Group, Inc.	395,311	€110.9m	-6.75%	0.01%
1.15%	Invesco Capital Management LLC	383,097	€107.4m	-29.8%	0.04%
1.08%	Wells Fargo & Company, Securities and Brokerage Investments	359,518	€100.8m	-2.9%	0.03%
1%	BNY Asset Management	334,427	€93.8m	-8.76%	0.02%
1%	Charles Schwab Investment Management, Inc.	332,520	€93.3m	0%	0.02%
0.9%	Northern Trust Global Investments	300,105	€84.2m	7.04%	0.01%
0.79%	Quantum Capital Management, LLC	264,279	€74.1m	0.74%	7.96%
0.68%	Fuller & Thaler Asset Management, Inc.	227,831	€63.9m	8.55%	0.25%
0.58%	Westfield Capital Management Company, L.P.	194,009	€54.4m	-26.7%	0.24%
0.51%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	171,202	€48.0m	27.4%	0.01%
0.48%	UBS Asset Management AG	159,273	€44.7m	5.19%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/20 21:01
End of Day Share Price	2025/01/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Primerica, Inc. is covered by 18 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Daniel Bergman	Citigroup Inc
Andrew Kligerman	Credit Suisse
Darin Arita	Deutsche Bank