Aptus Capital Advisors Boosts Primerica Holdings

Investment firm increases stake in financial services provider by 15.1% in Q3

Published on Mar. 7, 2026

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Aptus Capital Advisors LLC raised its position in Primerica, Inc. (NYSE:PRI) by 15.1% during the third quarter, according to the company's latest 13F filing with the Securities and Exchange Commission. The fund now owns 51,439 shares of the financial services provider's stock, worth approximately $14.3 million.

Why it matters

Primerica is a major player in the financial services industry, providing term life insurance and investment products to middle-income households in the U.S. and Canada. The increase in Aptus Capital's stake suggests the investment firm sees further growth potential in the company.

The details

Aptus Capital Advisors purchased an additional 6,746 shares of Primerica during the third quarter, bringing its total position to 51,439 shares. This represents 0.16% of Primerica's outstanding stock. Other notable institutional investors in Primerica include Burgundy Asset Management, Dimensional Fund Advisors, and First Trust Advisors.

  • Aptus Capital Advisors increased its Primerica holdings during the third quarter of 2026.

The players

Aptus Capital Advisors LLC

An investment management firm that raised its stake in Primerica, Inc. by 15.1% in the third quarter.

Primerica, Inc.

A financial services company that focuses on delivering term life insurance and investment products to middle-income households in the United States and Canada.

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The takeaway

Aptus Capital's increased investment in Primerica suggests the firm sees strong growth potential in the financial services provider, which has a focus on serving middle-income consumers with insurance and investment products.