Vanguard Portfolio Management reports 1.835M Primerica shares (NYSE: PRI)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Primerica Inc reports that Vanguard Portfolio Management beneficially owns 1,835,393 shares of Primerica common stock, representing 5.79% of the class. The filing lists 3,845 shares with sole voting power and 1,835,393 shares with sole dispositive power.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 1,835,393 shares
Percent of class: 5.79%
Sole voting power: 3,845 shares
3 metrics
Beneficially owned shares
1,835,393 shares
Amount beneficially owned reported on Schedule 13G
Percent of class
5.79%
Percent of Primerica common stock represented by reported holdings
Sole voting power
3,845 shares
Shares for which Vanguard has sole power to vote
Key Terms
Schedule 13G, beneficially owned, sole dispositive power
3 terms
Schedule 13G regulatory
"Item 1. | (a) | Name of issuer: Primerica Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 1835393"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Item 4. | (iii) Sole power to dispose or to direct the disposition of: 1835393"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
FAQ
What form was filed to disclose Vanguard's Primerica holdings?
The disclosure was made on a Schedule 13G, which reports beneficial ownership. The filing identifies the reporting entity as Vanguard Portfolio Management and lists the relevant CUSIP 74164M108.