Primerica, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Primerica has 37 disclosed suppliers and 0 disclosed customers in SEC filings.
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Primerica, Inc.
280.21
SentenceU.S. securities licensed independent sales representatives distribute variable annuities issued by American General Life Insurance Company and its affiliates ("Corebridge"), Equitable Financial Life Insurance Company ("Equitable Life"), Lincoln National Life Insurance Company and its affiliates ("Lincoln National") and Brighthouse Life Insurance Company ("Brighthouse Life").
PRI 10-Kaccession 0001193125-26-082233
SentenceU.S. securities licensed independent sales representatives distribute variable annuities issued by American General Life Insurance Company and its affiliates ("Corebridge"), Equitable Financial Life Insurance Company ("Equitable Life"), Lincoln National Life Insurance Company and its affiliates ("Lincoln National") and Brighthouse Life Insurance Company ("Brighthouse Life").
PRI 10-Kaccession 0001193125-26-082233
SentenceAmerican Health and Life Insurance Company (1)
121,666
B++
127,601
B++
PRI 10-Kaccession 0001193125-26-082233
SentenceWe have a contractual arrangement with Answer Financial, Inc. ("Answer Financial"), an independent insurance agency, whereby U.S. independent sales representatives refer clients to Answer Financial to receive multiple, competitive auto and homeowners' insurance quotes.
PRI 10-Kaccession 0001193125-26-082233
SentencePSS has retained BNY Mellon Asset Servicing to perform the necessary transfer agent recordkeeping services for these accounts on its proprietary SuRPAS system.
PRI 10-Kaccession 0001193125-26-082233
SentenceU.S. securities licensed independent sales representatives distribute variable annuities issued by American General Life Insurance Company and its affiliates ("Corebridge"), Equitable Financial Life Insurance Company ("Equitable Life"), Lincoln National Life Insurance Company and its affiliates ("Lincoln National") and Brighthouse Life Insurance Company ("Brighthouse Life").
PRI 10-Kaccession 0001193125-26-082233
SentenceU.S. securities licensed independent sales representatives distribute variable annuities issued by American General Life Insurance Company and its affiliates ("Corebridge"), Equitable Financial Life Insurance Company ("Equitable Life"), Lincoln National Life Insurance Company and its affiliates ("Lincoln National") and Brighthouse Life Insurance Company ("Brighthouse Life").
PRI 10-Kaccession 0001193125-26-082233
SentenceDuring 2025, Franklin Templeton, Invesco, American Funds and Fidelity collectively accounted for approximately 99% of our mutual fund sales in the United States.
PRI 10-Kaccession 0001193125-26-082233
SentenceDuring 2025, Franklin Templeton, Invesco, American Funds and Fidelity collectively accounted for approximately 99% of our mutual fund sales in the United States.
PRI 10-Kaccession 0001193125-26-082233
SentenceDuring 2025, Franklin Templeton, Invesco, American Funds and Fidelity collectively accounted for approximately 99% of our mutual fund sales in the United States.
PRI 10-Kaccession 0001193125-26-082233
SentenceKorean Reinsurance Company
30,372
A
40,781
A
PRI 10-Kaccession 0001193125-26-082233
SentenceU.S. securities licensed independent sales representatives distribute variable annuities issued by American General Life Insurance Company and its affiliates ("Corebridge"), Equitable Financial Life Insurance Company ("Equitable Life"), Lincoln National Life Insurance Company and its affiliates ("Lincoln National") and Brighthouse Life Insurance Company ("Brighthouse Life").
PRI 10-Kaccession 0001193125-26-082233
SentenceU.S. securities licensed independent sales representatives distribute variable annuities issued by American General Life Insurance Company and its affiliates ("Corebridge"), Equitable Financial Life Insurance Company ("Equitable Life"), Lincoln National Life Insurance Company and its affiliates ("Lincoln National") and Brighthouse Life Insurance Company ("Brighthouse Life").
PRI 10-Kaccession 0001193125-26-082233
SentenceMunich American Reassurance Company
25,306
A+
36,487
A+
PRI 10-Kaccession 0001193125-26-082233
SentenceMunich Re of Malta (1) (2)
200,362
NR
210,822
NR
PRI 10-Kaccession 0001193125-26-082233
SentencePershing LLC ("Pershing"), an unaffiliated clearing firm, provides custody, trade execution, clearing, settlement and related services through a fully disclosed clearing agreement with PBSI.
PRI 10-Kaccession 0001193125-26-082233
SentenceWe offer our U.S. and Canadian clients a Primerica-branded prepaid legal services program on a subscription basis that is underwritten and provided by Pre-Paid Legal Services, Inc.
PRI 10-Kaccession 0001193125-26-082233
SentenceRGA Reinsurance Company
40,043
A+
44,132
A+
PRI 10-Kaccession 0001193125-26-082233
SentenceWe have a contractual arrangement with Rocket Mortgage, LLC ("Rocket Mortgage"), a mortgage lender, whereby Primerica Mortgage, LLC ("Primerica Mortgage"), a state-licensed mortgage broker, offers refinance mortgages, purchase-money, and second mortgages through its mortgage loan originator licensed representatives.
PRI 10-Kaccession 0001193125-26-082233
SentenceSCOR Global Life Reinsurance Companies (3)
119,615
A
148,899
A
PRI 10-Kaccession 0001193125-26-082233
SentenceWe also have a program with Spring EQ LLC, a mortgage lender, whereby Primerica Mortgage offers second mortgages and home equity lines of credit through its mortgage loan originator licensed representatives.
PRI 10-Kaccession 0001193125-26-082233
SentenceIn the Canadian provinces of Alberta, Ontario and British Columbia (with respect to homeowners' insurance only), we have an arrangement with SurexDirect.com Ltd. ("Surex Direct"), an independent insurance agency, whereby independent sales representatives refer clients to Surex Direct to receive multiple, competitive auto, commercial, and homeowners' insurance quotes.
PRI 10-Kaccession 0001193125-26-082233
SentenceIn response to Canadian regulatory changes, we signed an agreement with The Canada Life Assurance Company ("Canada Life"), a third-party insurance company, to distribute segregated fund contracts underwritten by Canada Life.
PRI 10-Kaccession 0001193125-26-082233
SentenceWe have a contractual arrangement with Vivint, Inc. ("Vivint"), a company that offers homeowners in the U.S. a comprehensive suite of products and services to protect and remotely control, monitor and manage their homes using any Internet-connected smart device.
PRI 10-Kaccession 0001193125-26-082233
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Largest filed tie
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Expected move
No implied move.