First Trust Advisors Increases Primerica Holdings

Investment firm raises stake in financial services provider by 12.4% in third quarter

Published on Mar. 9, 2026

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First Trust Advisors LP increased its holdings in Primerica, Inc. (NYSE:PRI) by 12.4% in the third quarter, according to the company's latest Form 13F filing with the Securities and Exchange Commission. The firm now owns 492,083 shares of the financial services provider's stock, worth approximately $136.6 million.

Why it matters

Primerica is a leading provider of term life insurance and investment products to middle-income households in the U.S. and Canada. The increase in First Trust Advisors' stake suggests the investment firm sees continued growth potential in the company.

The details

First Trust Advisors acquired an additional 54,158 shares of Primerica during the third quarter, bringing its total position to 492,083 shares. This represents about 1.54% of Primerica's outstanding stock. The investment firm cited the financial services provider's strong performance and growth prospects as reasons for increasing its holdings.

  • First Trust Advisors filed its 13F report for the third quarter on 2026-03-09.

The players

First Trust Advisors LP

An investment management firm that provides a variety of financial products and services, including mutual funds, exchange-traded funds, and separate account management.

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

The increase in First Trust Advisors' stake in Primerica suggests the investment firm sees continued growth potential in the financial services provider, which has a strong presence in the middle-income life insurance and investment markets.