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Vanguard (NYSE: PRI) discloses 5.29% stake in Primerica (1.68M shares)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Primerica Inc reported a Schedule 13G filing showing Vanguard Capital Management beneficially owns 1,677,279 shares of common stock, equal to 5.29% of the class. The filing states Vanguard has sole dispositive power over 1,677,279 shares and sole voting power over 244,486 shares.

Positive

  • None.

Negative

  • None.

Insights

Vanguard holds a >5% passive stake with dispositive control.

Vanguard Capital Management reports beneficial ownership of 1,677,279 shares (5.29%). The filing attributes sole dispositive power to Vanguard and sole voting power over 244,486 shares, consistent with large asset-manager reporting on managed accounts and funds.

Position changes, trading intent, or specific client-level holders are not detailed; subsequent filings will show any transaction activity or changes in percent ownership.

Beneficial ownership 1,677,279 shares Amount beneficially owned reported in Schedule 13G
Percent of class 5.29% Percent of common stock beneficially owned
Sole voting power 244,486 shares Shares with sole power to vote
Sole dispositive power 1,677,279 shares Shares with sole power to dispose
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. (a) Amount beneficially owned: 1677279"
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. (c)(iii) Sole power to dispose: 1677279"
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.
Sole voting power regulatory
"Item 4. (c)(i) Sole power to vote: 244,486"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.





74164M108

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/30/2026

FAQ

What stake does Vanguard Capital Management report in Primerica (PRI)?

Vanguard reports beneficial ownership of 1,677,279 shares, representing 5.29% of Primerica's common stock. The filing lists sole dispositive power for 1,677,279 shares and sole voting power for 244,486 shares.

Does Vanguard control voting for all reported Primerica shares?

No. Vanguard reports sole voting power for 244,486 shares while retaining sole dispositive power over 1,677,279 shares, indicating voting and disposition authorities differ across accounts or funds.

What does "beneficially owned" mean in this Schedule 13G?

"Beneficially owned" means Vanguard has the right to receive proceeds or direct disposition of the shares. The filing states Vanguard exercises dispositive power over 1,677,279 shares, indicating control of sale decisions on those shares.

Was this Schedule 13G filing signed and when?

Yes. The filing is signed by Ashley Grim, Head of Global Fund Administration, and dated 04/30/2026, reporting the beneficial ownership figures as presented in the filing.