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PRIMERICA INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and PRIMERICA INC.’s Form 8-K (Item 5.07 on EDGAR). Page generated 02 October 2026.

16Reported items
407Asset managers
6,058Fund votes
2024-05-08Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore PRIMERICA INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by PRIMERICA INC.

These tallies are PRIMERICA INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

PRIMERICA INC. — official shareholder meeting results, meeting held 2024-05-08
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: John A. Addison, Jr.	30,264,468	382,893	18,670	--	1,194,140	Majority: yes
Elect Director: Joel M. Babbit	30,202,837	439,973	23,221	--	1,194,140	Majority: yes
Elect Director: Amber L. Cottle	30,478,401	175,066	12,564	--	1,194,140	Majority: yes
Elect Director: Gary L. Crittenden	30,352,370	292,325	21,336	--	1,194,140	Majority: yes
Elect Director: Cynthia N. Day	28,083,621	2,561,231	21,179	--	1,194,140	Majority: yes
Elect Director: Sanjeev Dheer	30,610,738	39,409	15,884	--	1,194,140	Majority: yes
Elect Director: Beatriz R. Perez	29,076,095	1,569,477	20,459	--	1,194,140	Majority: yes
Elect Director: D. Richard Williams	29,969,250	676,973	19,808	--	1,194,140	Majority: yes
Elect Director: Glenn J. Williams	30,309,820	330,437	25,774	--	1,194,140	Majority: yes
Elect Director: Darryl L. Wilson	30,646,161	5,421	14,449	--	1,194,140	Majority: yes
Elect Director: Barbara A. Yastine	29,772,380	870,515	23,136	--	1,194,140	Majority: yes
Proposal 2: An advisory vote on executive compensation (Say-on-Pay) was approved.	30,290,504	351,558	23,969	--	1,194,140	Majority: yes
Proposal 3: The appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024 was ratified.	31,682,914	161,451	15,806	--	--	Majority: yes

Source: PRIMERICA INC., Form 8-K — read the filing on EDGAR.

How asset managers voted at the PRIMERICA INC. 2023-2024 meeting

Each item below shows how the 407 asset managers that disclosed a PRIMERICA INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of PRIMERICA INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. TO CONSIDER AN ADVISORY VOTE ON EXECUTIVE COMPENSATION (SAY-ON-PAY).

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 16 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 30,290,504AGAINST: 351,558

PRIMERICA INC.’s own tally for this item (“Proposal 2: An advisory vote on executive compensation (Say-on-Pay) was approved.”): 30,290,504 for, 351,558 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,609,000 outstanding shares: 88% for, 1% against (89% of the company cast a for/against vote).

The 395 asset managers below cast 99.2% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.

FOR 99.2%

FOR: 99.2%AGAINST: 0.7%ABSTAIN: 0.0%NOT VOTED: 0.0%UNKNOWN: 0.0%

Largest asset managers voting on “TO CONSIDER AN ADVISORY VOTE ON EXECUTIVE COMPENSATION (SAY-ON-PAY).” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Vote
Fidelity	6,418,518	0	For
Vanguard	3,411,244	0	For
BlackRock	2,976,460	286	For
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	2,182,965	0	For
Brave Warrior Advisors, LLC	2,060,790	0	For
BAMCO INC /NY/	1,682,194	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	1,500,000	0	For
State Street	1,297,408	0	For
T. Rowe Price	729,345	0	For
Charles Schwab	680,241	0	For
Virtus	681,972	0	For
AGF MANAGEMENT LTD	664,264	0	For
GEODE CAPITAL MANAGEMENT, LLC	616,432	0	For
Dimensional	601,405	0	For
Invesco	597,579	0	For
LYRICAL ASSET MANAGEMENT LP	509,629	0	For
Burgundy Asset Management Ltd.	499,691	0	For
MELLON INVESTMENTS Corp	312,887	0	For
Northern Trust	298,290	0	For
Man Group plc	292,990	0	For
PUBLIC SECTOR PENSION INVESTMENT BOARD	268,387	0	For
Victory Capital	261,877	0	For
Nuveen	254,067	0	For
WELLS FARGO BANK N A	251,921	0	For
FMI FUNDS INC	240,000	0	For

Showing the 25 largest of 395 asset managers. See all 395 in the interactive database.

2. To elect the following directors: John A. Addison, Jr.

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 30,264,468AGAINST: 382,893

PRIMERICA INC.’s own tally for this item (“Elect Director: John A. Addison, Jr.”): 30,264,468 for, 382,893 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,609,000 outstanding shares: 87% for, 1% against (89% of the company cast a for/against vote).

The 114 asset managers below cast 99.9% of the shares they voted on this item FOR (15,031,056 for, 70 against).

FOR 99.9%

FOR: 15,031,056 (100.0%)AGAINST: 70 (0.0%)ABSTAIN: 7,164 (0.0%)

Largest asset managers voting on “To elect the following directors: John A. Addison, Jr.” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	3,410,800	0	For
Fidelity	3,269,898	0	For
BlackRock	1,855,661	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	1,500,000	0	For
Virtus	681,972	0	For
Dimensional	481,354	0	For
Charles Schwab	339,608	0	For
T. Rowe Price	301,499	0	For
State Street	293,584	70	For
Invesco	287,104	0	For
FMI FUNDS INC	240,000	0	For
Lincoln Financial	233,105	0	For
Capitol Series Trust	141,387	0	For
Jackson National	135,010	0	For
TIAA	123,568	0	For
BBR ALO Fund, LLC	117,002	0	For
Victory Capital	104,432	0	For
Voya	101,216	0	For
Principal	95,005	0	For
HARBOR FUNDS	80,252	0	For
WisdomTree	75,609	0	For
AIG/SunAmerica	73,197	0	For
American Century	69,541	0	For
Ultimus Managers Trust	60,704	0	For
Equitable	59,292	0	For

Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.

3. To elect the following directors: Amber L. Cottle

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99.4% Majority: yes · of votes cast

FOR 99.4%

FOR: 30,478,401AGAINST: 175,066

PRIMERICA INC.’s own tally for this item (“Elect Director: Amber L. Cottle”): 30,478,401 for, 175,066 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,609,000 outstanding shares: 88% for, 0.6% against (89% of the company cast a for/against vote).

The 114 asset managers below cast 99.9% of the shares they voted on this item FOR (15,027,082 for, 4,044 against).

FOR 99.9%

FOR: 15,027,082 (99.9%)AGAINST: 4,044 (0.0%)ABSTAIN: 7,164 (0.0%)

Largest asset managers voting on “To elect the following directors: Amber L. Cottle” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	3,410,800	0	For
Fidelity	3,269,898	0	For
BlackRock	1,855,661	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	1,500,000	0	For
Virtus	681,972	0	For
Dimensional	481,354	0	For
Charles Schwab	339,608	0	For
T. Rowe Price	301,499	0	For
State Street	293,559	95	For
Invesco	287,104	0	For
FMI FUNDS INC	240,000	0	For
Lincoln Financial	233,105	0	For
Capitol Series Trust	141,387	0	For
Jackson National	135,010	0	For
TIAA	123,568	0	For
BBR ALO Fund, LLC	117,002	0	For
Victory Capital	104,432	0	For
Voya	101,216	0	For
Principal	95,005	0	For
HARBOR FUNDS	80,252	0	For
WisdomTree	75,609	0	For
AIG/SunAmerica	73,197	0	For
American Century	69,541	0	For
Ultimus Managers Trust	60,704	0	For
Equitable	59,292	0	For

Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.

4. To elect the following directors: Gary L. Crittenden

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99.0% Majority: yes · of votes cast

FOR 99.0%

FOR: 30,352,370AGAINST: 292,325

PRIMERICA INC.’s own tally for this item (“Elect Director: Gary L. Crittenden”): 30,352,370 for, 292,325 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,609,000 outstanding shares: 88% for, 0.9% against (89% of the company cast a for/against vote).

The 114 asset managers below cast 99.9% of the shares they voted on this item FOR (15,029,347 for, 1,779 against).

FOR 99.9%

FOR: 15,029,347 (99.9%)AGAINST: 1,779 (0.0%)ABSTAIN: 7,164 (0.0%)

Largest asset managers voting on “To elect the following directors: Gary L. Crittenden” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	3,410,800	0	For
Fidelity	3,269,898	0	For
BlackRock	1,855,661	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	1,500,000	0	For
Virtus	681,972	0	For
Dimensional	481,354	0	For
Charles Schwab	339,608	0	For
T. Rowe Price	301,499	0	For
State Street	293,600	54	For
Invesco	287,104	0	For
FMI FUNDS INC	240,000	0	For
Lincoln Financial	233,105	0	For
Capitol Series Trust	141,387	0	For
Jackson National	135,010	0	For
TIAA	123,568	0	For
BBR ALO Fund, LLC	117,002	0	For
Victory Capital	104,432	0	For
Voya	101,216	0	For
Principal	95,005	0	For
HARBOR FUNDS	80,252	0	For
WisdomTree	75,609	0	For
AIG/SunAmerica	73,197	0	For
American Century	69,541	0	For
Ultimus Managers Trust	60,704	0	For
Equitable	59,292	0	For

Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.

5. To elect the following directors: Sanjeev Dheer

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%

FOR: 30,610,738AGAINST: 39,409

PRIMERICA INC.’s own tally for this item (“Elect Director: Sanjeev Dheer”): 30,610,738 for, 39,409 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,609,000 outstanding shares: 88% for, 0.2% against (89% of the company cast a for/against vote).

The 114 asset managers below cast 99.9% of the shares they voted on this item FOR (15,031,072 for, 54 against).

FOR 99.9%

FOR: 15,031,072 (100.0%)AGAINST: 54 (0.0%)ABSTAIN: 7,164 (0.0%)

Largest asset managers voting on “To elect the following directors: Sanjeev Dheer” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	3,410,800	0	For
Fidelity	3,269,898	0	For
BlackRock	1,855,661	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	1,500,000	0	For
Virtus	681,972	0	For
Dimensional	481,354	0	For
Charles Schwab	339,608	0	For
T. Rowe Price	301,499	0	For
State Street	293,600	54	For
Invesco	287,104	0	For
FMI FUNDS INC	240,000	0	For
Lincoln Financial	233,105	0	For
Capitol Series Trust	141,387	0	For
Jackson National	135,010	0	For
TIAA	123,568	0	For
BBR ALO Fund, LLC	117,002	0	For
Victory Capital	104,432	0	For
Voya	101,216	0	For
Principal	95,005	0	For
HARBOR FUNDS	80,252	0	For
WisdomTree	75,609	0	For
AIG/SunAmerica	73,197	0	For
American Century	69,541	0	For
Ultimus Managers Trust	60,704	0	For
Equitable	59,292	0	For

Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.

6. To elect the following directors: Beatriz R. Perez

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%

FOR: 29,076,095AGAINST: 1,569,477

PRIMERICA INC.’s own tally for this item (“Elect Director: Beatriz R. Perez”): 29,076,095 for, 1,569,477 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,609,000 outstanding shares: 84% for, 5% against (89% of the company cast a for/against vote).

The 114 asset managers below cast 97% of the shares they voted on this item FOR (14,582,644 for, 448,482 against).

FOR 97%

FOR: 14,582,644 (97.0%)AGAINST: 448,482 (3.0%)ABSTAIN: 7,164 (0.0%)

Largest asset managers voting on “To elect the following directors: Beatriz R. Perez” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	3,410,800	0	For
Fidelity	3,269,898	0	For
BlackRock	1,855,661	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	1,500,000	0	For
Virtus	681,972	0	For
Dimensional	481,354	0	For
Charles Schwab	0	339,608	Against
T. Rowe Price	301,499	0	For
State Street	293,559	95	For
Invesco	287,104	0	For
FMI FUNDS INC	240,000	0	For
Lincoln Financial	233,105	0	For
Capitol Series Trust	141,387	0	For
Jackson National	135,010	0	For
TIAA	123,568	0	For
BBR ALO Fund, LLC	117,002	0	For
Victory Capital	104,432	0	For
Voya	101,216	0	For
Principal	71,946	23,059	For
HARBOR FUNDS	80,252	0	For
WisdomTree	75,609	0	For
AIG/SunAmerica	73,197	0	For
American Century	69,541	0	For
Ultimus Managers Trust	60,704	0	For
Equitable	59,292	0	For

Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.

7. To elect the following directors: D. Richard Williams

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 29,969,250AGAINST: 676,973

PRIMERICA INC.’s own tally for this item (“Elect Director: D. Richard Williams”): 29,969,250 for, 676,973 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,609,000 outstanding shares: 87% for, 2% against (89% of the company cast a for/against vote).

The 114 asset managers below cast 99.8% of the shares they voted on this item FOR (15,015,037 for, 16,089 against).

FOR 99.8%

FOR: 15,015,037 (99.8%)AGAINST: 16,089 (0.1%)ABSTAIN: 7,164 (0.0%)

Largest asset managers voting on “To elect the following directors: D. Richard Williams” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	3,410,800	0	For
Fidelity	3,269,898	0	For
BlackRock	1,855,661	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	1,500,000	0	For
Virtus	681,972	0	For
Dimensional	481,354	0	For
Charles Schwab	339,608	0	For
T. Rowe Price	301,499	0	For
State Street	293,584	70	For
Invesco	287,104	0	For
FMI FUNDS INC	240,000	0	For
Lincoln Financial	233,105	0	For
Capitol Series Trust	141,387	0	For
Jackson National	135,010	0	For
TIAA	123,568	0	For
BBR ALO Fund, LLC	117,002	0	For
Victory Capital	104,432	0	For
Voya	101,216	0	For
Principal	95,005	0	For
HARBOR FUNDS	80,252	0	For
WisdomTree	75,609	0	For
AIG/SunAmerica	73,197	0	For
American Century	69,541	0	For
Ultimus Managers Trust	60,704	0	For
Equitable	59,292	0	For

Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.

8. To elect the following directors: Glenn J. Williams

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 30,309,820AGAINST: 330,437

PRIMERICA INC.’s own tally for this item (“Elect Director: Glenn J. Williams”): 30,309,820 for, 330,437 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,609,000 outstanding shares: 88% for, 1.0% against (89% of the company cast a for/against vote).

The 114 asset managers below cast 99.9% of the shares they voted on this item FOR (15,031,056 for, 70 against).

FOR 99.9%

FOR: 15,031,056 (100.0%)AGAINST: 70 (0.0%)ABSTAIN: 7,164 (0.0%)

Largest asset managers voting on “To elect the following directors: Glenn J. Williams” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	3,410,800	0	For
Fidelity	3,269,898	0	For
BlackRock	1,855,661	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	1,500,000	0	For
Virtus	681,972	0	For
Dimensional	481,354	0	For
Charles Schwab	339,608	0	For
T. Rowe Price	301,499	0	For
State Street	293,584	70	For
Invesco	287,104	0	For
FMI FUNDS INC	240,000	0	For
Lincoln Financial	233,105	0	For
Capitol Series Trust	141,387	0	For
Jackson National	135,010	0	For
TIAA	123,568	0	For
BBR ALO Fund, LLC	117,002	0	For
Victory Capital	104,432	0	For
Voya	101,216	0	For
Principal	95,005	0	For
HARBOR FUNDS	80,252	0	For
WisdomTree	75,609	0	For
AIG/SunAmerica	73,197	0	For
American Century	69,541	0	For
Ultimus Managers Trust	60,704	0	For
Equitable	59,292	0	For

Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.

9. To elect the following directors: Darryl L. Wilson

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%

FOR: 30,646,161AGAINST: 5,421

PRIMERICA INC.’s own tally for this item (“Elect Director: Darryl L. Wilson”): 30,646,161 for, 5,421 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,609,000 outstanding shares: 89% for, 0.1% against (89% of the company cast a for/against vote).

The 114 asset managers below cast 100% of the shares they voted on this item FOR (15,031,126 for, 0 against).

FOR 99.9%

FOR: 15,031,126 (100.0%)ABSTAIN: 7,164 (0.0%)

Largest asset managers voting on “To elect the following directors: Darryl L. Wilson” at PRIMERICA INC., 2023-2024
Asset manager	For	Vote
Vanguard	3,410,800	For
Fidelity	3,269,898	For
BlackRock	1,855,661	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	1,500,000	For
Virtus	681,972	For
Dimensional	481,354	For
Charles Schwab	339,608	For
T. Rowe Price	301,499	For
State Street	293,654	For
Invesco	287,104	For
FMI FUNDS INC	240,000	For
Lincoln Financial	233,105	For
Capitol Series Trust	141,387	For
Jackson National	135,010	For
TIAA	123,568	For
BBR ALO Fund, LLC	117,002	For
Victory Capital	104,432	For
Voya	101,216	For
Principal	95,005	For
HARBOR FUNDS	80,252	For
WisdomTree	75,609	For
AIG/SunAmerica	73,197	For
American Century	69,541	For
Ultimus Managers Trust	60,704	For
Equitable	59,292	For

Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.

10. To elect the following directors: Barbara A. Yastine

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 29,772,380AGAINST: 870,515

PRIMERICA INC.’s own tally for this item (“Elect Director: Barbara A. Yastine”): 29,772,380 for, 870,515 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,609,000 outstanding shares: 86% for, 3% against (89% of the company cast a for/against vote).

The 114 asset managers below cast 99.9% of the shares they voted on this item FOR (15,029,018 for, 2,108 against).

FOR 99.9%

FOR: 15,029,018 (99.9%)AGAINST: 2,108 (0.0%)ABSTAIN: 7,164 (0.0%)

Largest asset managers voting on “To elect the following directors: Barbara A. Yastine” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	3,410,800	0	For
Fidelity	3,269,898	0	For
BlackRock	1,855,661	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	1,500,000	0	For
Virtus	681,972	0	For
Dimensional	481,354	0	For
Charles Schwab	339,608	0	For
T. Rowe Price	301,499	0	For
State Street	293,564	90	For
Invesco	287,104	0	For
FMI FUNDS INC	240,000	0	For
Lincoln Financial	233,105	0	For
Capitol Series Trust	141,387	0	For
Jackson National	135,010	0	For
TIAA	123,568	0	For
BBR ALO Fund, LLC	117,002	0	For
Victory Capital	104,432	0	For
Voya	101,216	0	For
Principal	95,005	0	For
HARBOR FUNDS	80,252	0	For
WisdomTree	75,609	0	For
AIG/SunAmerica	73,197	0	For
American Century	69,541	0	For
Ultimus Managers Trust	60,704	0	For
Equitable	59,292	0	For

Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.

11. TO RATIFY THE APPOINTMENT OF KPMG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR FISCAL 2024.

AUDIT-RELATEDMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99.4% Majority: yes · of votes cast

FOR 99.4%

FOR: 31,682,914AGAINST: 161,451

PRIMERICA INC.’s own tally for this item (“Proposal 3: The appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024 was ratified.”): 31,682,914 for, 161,451 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,609,000 outstanding shares: 92% for, 0.5% against (92% of the company cast a for/against vote).

The 114 asset managers below cast 99.9% of the shares they voted on this item FOR (15,030,792 for, 334 against).

FOR 99.9%

FOR: 15,030,792 (100.0%)AGAINST: 334 (0.0%)ABSTAIN: 7,164 (0.0%)

Largest asset managers voting on “TO RATIFY THE APPOINTMENT OF KPMG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR FISCAL 2024.” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	3,410,800	0	For
Fidelity	3,269,898	0	For
BlackRock	1,855,661	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	1,500,000	0	For
Virtus	681,972	0	For
Dimensional	481,354	0	For
Charles Schwab	339,608	0	For
T. Rowe Price	301,499	0	For
State Street	293,619	35	For
Invesco	287,104	0	For
FMI FUNDS INC	240,000	0	For
Lincoln Financial	233,105	0	For
Capitol Series Trust	141,387	0	For
Jackson National	135,010	0	For
TIAA	123,568	0	For
BBR ALO Fund, LLC	117,002	0	For
Victory Capital	104,432	0	For
Voya	101,216	0	For
Principal	95,005	0	For
HARBOR FUNDS	80,252	0	For
WisdomTree	75,609	0	For
AIG/SunAmerica	73,197	0	For
American Century	69,541	0	For
Ultimus Managers Trust	60,704	0	For
Equitable	59,292	0	For

Showing the 25 largest of 114 asset managers. See all 114 in the interactive database.

12. To elect the following directors: Cynthia N. Day

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

92% Majority: yes · of votes cast

FOR 92%8%

FOR: 28,083,621AGAINST: 2,561,231

PRIMERICA INC.’s own tally for this item (“Elect Director: Cynthia N. Day”): 28,083,621 for, 2,561,231 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,609,000 outstanding shares: 81% for, 7% against (89% of the company cast a for/against vote).

The 113 asset managers below cast 94% of the shares they voted on this item FOR (14,127,679 for, 901,862 against).

FOR 94%

FOR: 14,127,679 (94.0%)AGAINST: 901,862 (6.0%)ABSTAIN: 7,164 (0.0%)

Largest asset managers voting on “To elect the following directors: Cynthia N. Day” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	3,410,800	0	For
Fidelity	3,269,898	0	For
BlackRock	1,855,661	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	1,500,000	0	For
Virtus	681,972	0	For
Dimensional	481,354	0	For
Charles Schwab	339,608	0	For
T. Rowe Price	0	301,499	Against
State Street	5,138	288,516	Against
Invesco	287,104	0	For
FMI FUNDS INC	240,000	0	For
Lincoln Financial	201,746	31,359	For
Capitol Series Trust	141,387	0	For
Jackson National	135,010	0	For
TIAA	123,568	0	For
BBR ALO Fund, LLC	117,002	0	For
Victory Capital	104,432	0	For
Voya	0	101,216	Against
Principal	95,005	0	For
HARBOR FUNDS	80,252	0	For
WisdomTree	75,609	0	For
AIG/SunAmerica	73,197	0	For
American Century	69,541	0	For
Ultimus Managers Trust	59,419	0	For
Equitable	16,477	42,815	Against

Showing the 25 largest of 113 asset managers. See all 113 in the interactive database.

13. To elect the following directors: Joel M. Babbit

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 30,202,837AGAINST: 439,973

PRIMERICA INC.’s own tally for this item (“Elect Director: Joel M. Babbit”): 30,202,837 for, 439,973 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,609,000 outstanding shares: 87% for, 1% against (89% of the company cast a for/against vote).

The 113 asset managers below cast 99.9% of the shares they voted on this item FOR (15,029,152 for, 389 against).

FOR 99.9%

FOR: 15,029,152 (99.9%)AGAINST: 389 (0.0%)ABSTAIN: 7,164 (0.0%)

Largest asset managers voting on “To elect the following directors: Joel M. Babbit” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	3,410,800	0	For
Fidelity	3,269,898	0	For
BlackRock	1,855,661	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	1,500,000	0	For
Virtus	681,972	0	For
Dimensional	481,354	0	For
Charles Schwab	339,608	0	For
T. Rowe Price	301,499	0	For
State Street	293,564	90	For
Invesco	287,104	0	For
FMI FUNDS INC	240,000	0	For
Lincoln Financial	233,105	0	For
Capitol Series Trust	141,387	0	For
Jackson National	135,010	0	For
TIAA	123,568	0	For
BBR ALO Fund, LLC	117,002	0	For
Victory Capital	104,432	0	For
Voya	101,216	0	For
Principal	95,005	0	For
HARBOR FUNDS	80,252	0	For
WisdomTree	75,609	0	For
AIG/SunAmerica	73,197	0	For
American Century	69,541	0	For
Ultimus Managers Trust	59,419	0	For
Equitable	59,292	0	For

Showing the 25 largest of 113 asset managers. See all 113 in the interactive database.

14. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTESSECTION 14A SAY-ON-PAY VOTESSECTION 14A SAY-ON-PAY VOTESSECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

99% Majority: yes · of votes cast

FOR 99%

FOR: 30,290,504AGAINST: 351,558

The 11 asset managers below cast 98% of the shares they voted on this item FOR (213,745 for, 5,022 against).

FOR 98%

FOR: 213,745 (97.7%)AGAINST: 5,022 (2.3%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Vote
Capitol Series Trust	141,387	0	For
JPMorgan	33,263	0	For
Empower	15,898	0	For
Metzler Asset Management GmbH	13,993	0	For
TD ASSET MANAGEMENT INC	7,134	0	For
Genus Capital Management Inc.	0	4,700	Against
Ausbil Investment Management Ltd	1,735	0	For
Desjardins Global Asset Management Inc.	0	322	Against
CIDEL ASSET MANAGEMENT INC	229	0	For
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma	104	0	For
Convergence Investment Partners, LLC	2	0	For

15. Election of Director: Joel M. Babbit More Details

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (1,585 for, 0 against).

FOR: 1,585 (100.0%)

Largest asset managers voting on “Election of Director: Joel M. Babbit More Details” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
Ultimus Managers Trust	1,285	0	0	0	For
Vericimetry Funds	300	0	0	0	For

16. Election of Director: Cynthia N. Day More Details

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (1,585 for, 0 against).

FOR: 1,585 (100.0%)

Largest asset managers voting on “Election of Director: Cynthia N. Day More Details” at PRIMERICA INC., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
Ultimus Managers Trust	1,285	0	0	0	For
Vericimetry Funds	300	0	0	0	For

Largest PRIMERICA INC. shareholders voting in 2023-2024

Ranked by the number of PRIMERICA INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 34,609,000 shares outstanding at the time of that meeting.

Top PRIMERICA INC. shareholders by shares voted, 2023-2024
#	Asset manager	% of shares outstanding
1	Fidelity	18.55%
2	Vanguard	9.86%
3	BlackRock	8.60%
4	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	6.31%
5	Brave Warrior Advisors, LLC	5.95%
6	BAMCO INC /NY/	4.86%
7	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	4.33%
8	State Street	3.75%
9	T. Rowe Price	2.11%
10	Charles Schwab	1.98%

Reported PRIMERICA INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

PRIMERICA INC. beneficial owners on record for the 2023-2024 proxy season
Holder	% outstanding	Disclosure
Kayne Anderson Rudnick Investment Management LLC	10.66%	DEF14A
Vanguard Group	9.76%	13F
BlackRock	8.66%	13F
FMR (Fidelity)	8.36%	13F
State Street	3.19%	13F
Geode Capital	1.86%	13F
Dimensional Fund Advisors	1.78%	13F
BNY Mellon	1.08%	13F
Norges Bank	1.07%	13F
Charles Schwab	0.98%	13F

Percentages above are of 34,609,000 shares outstanding, as reported by PRIMERICA INC. on its Form 10-Q dated 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from PRIMERICA INC.’s 10-Q dated 2024-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At PRIMERICA INC.'s shareholder meeting held 2024-05-08, in the 2023-2024 proxy season, 407 asset managers reported how they voted in their SEC Form N-PX filings, covering 6,058 separate fund positions. Their filings are grouped here into 16 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — TO CONSIDER AN ADVISORY VOTE ON EXECUTIVE COMPENSATION (SAY-ON-PAY). — FOR was 99% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: PRIMERICA INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission (filing date not recorded for this item).

PRIMERICA INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.