Home › Companies › PRIMERICA INC. › 2024-2025
Compiled from SEC Form N-PX filings and PRIMERICA INC.’s Form 8-K (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore PRIMERICA INC. in the interactive database Compare manager voting policies
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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: John A. Addison, Jr. | 28,092,923 | 453,906 | 12,345 | -- | 1,364,613 | Majority: yes |
| Elect Director: Joel M. Babbit | 28,104,837 | 438,703 | 15,634 | -- | 1,364,613 | Majority: yes |
| Elect Director: Amber L. Cottle | 28,371,277 | 171,030 | 16,867 | -- | 1,364,613 | Majority: yes |
| Elect Director: Gary L. Crittenden | 28,147,144 | 395,729 | 16,301 | -- | 1,364,613 | Majority: yes |
| Elect Director: Cynthia N. Day | 25,786,496 | 2,755,762 | 16,916 | -- | 1,364,613 | Majority: yes |
| Elect Director: Sanjeev Dheer | 28,536,240 | 4,839 | 18,095 | -- | 1,364,613 | Majority: yes |
| Elect Director: Beatriz R. Perez | 26,746,392 | 1,795,000 | 17,782 | -- | 1,364,613 | Majority: yes |
| Elect Director: D. Richard Williams | 27,853,376 | 692,272 | 13,526 | -- | 1,364,613 | Majority: yes |
| Elect Director: Glenn J. Williams | 28,172,563 | 374,419 | 12,192 | -- | 1,364,613 | Majority: yes |
| Elect Director: Darryl L. Wilson | 28,295,879 | 245,778 | 17,517 | -- | 1,364,613 | Majority: yes |
| Elect Director: Barbara A. Yastine | 27,723,396 | 818,519 | 17,259 | -- | 1,364,613 | Majority: yes |
| Proposal 2: An advisory vote on executive compensation (Say-on-Pay) was approved. | 27,545,583 | 976,809 | 36,782 | -- | 1,364,613 | 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, 2025 was ratified. | 29,800,969 | 101,393 | 21,425 | -- | -- | Majority: yes |
Source: PRIMERICA INC., Form 8-K — read the filing on EDGAR.
Each item below shows how the 450 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.
Meeting held 2025-05-14.
Combines 11 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
PRIMERICA INC.’s own tally for this item (“Proposal 2: An advisory vote on executive compensation (Say-on-Pay) was approved.”): 27,545,583 for, 976,809 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 33,022,000 outstanding shares: 83% for, 3% against (86% of the company cast a for/against vote).
The 435 asset managers below cast 98% 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.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 6,222,608 | 158,490 | 0 | 0 | For |
| Vanguard | 3,253,483 | 0 | 0 | 0 | For |
| BlackRock | 2,956,654 | 286 | 0 | 0 | For |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,850,808 | 0 | 0 | 0 | For |
| BAMCO INC /NY/ | 1,439,094 | 0 | 0 | 0 | For |
| State Street | 1,300,759 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Brave Warrior Advisors, LLC | 841,616 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 807,791 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Charles Schwab | 643,873 | 0 | 0 | 0 | For |
| AGF MANAGEMENT LTD | 631,419 | 0 | 0 | 0 | For |
| Dimensional | 562,563 | 0 | 0 | 0 | For |
| Burgundy Asset Management Ltd. | 542,091 | 0 | 0 | 0 | For |
| T. Rowe Price | 518,106 | 0 | 0 | 0 | For |
| LYRICAL ASSET MANAGEMENT LP | 507,996 | 0 | 0 | 0 | For |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 317,094 | 0 | 0 | 0 | For |
| Northern Trust | 295,208 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| WELLS FARGO BANK N A | 249,900 | 0 | 0 | 0 | For |
| FULLER & THALER ASSET MANAGEMENT, INC. | 248,100 | 0 | 0 | 0 | For |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 238,854 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 230,153 | 0 | 0 | Against |
| Quantum Capital Management, LLC / NJ | 208,768 | 0 | 0 | 0 | For |
Showing the 25 largest of 435 asset managers. See all 435 in the interactive database.
Meeting held 2025-05-14.
Combines 5 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
PRIMERICA INC.’s own tally for this item (“Elect Director: Amber L. Cottle”): 28,371,277 for, 171,030 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 33,022,000 outstanding shares: 86% for, 0.6% against (86% of the company cast a for/against vote).
The 112 asset managers below cast 99.9% of the shares they voted on this item FOR (14,010,435 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,735 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Meeting held 2025-05-14.
Combines 5 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
PRIMERICA INC.’s own tally for this item (“Elect Director: Barbara A. Yastine”): 27,723,396 for, 818,519 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 33,022,000 outstanding shares: 84% for, 2% against (86% of the company cast a for/against vote).
The 112 asset managers below cast 99.9% of the shares they voted on this item FOR (14,009,585 for, 850 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,726 | 9 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Meeting held 2025-05-14.
Combines 5 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
PRIMERICA INC.’s own tally for this item (“Elect Director: Beatriz R. Perez”): 26,746,392 for, 1,795,000 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 33,022,000 outstanding shares: 81% for, 5% against (86% of the company cast a for/against vote).
The 112 asset managers below cast 97% of the shares they voted on this item FOR (13,571,503 for, 438,579 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,248,794 | 790 | 0 | 0 | For |
| Fidelity | 3,216,457 | 12,676 | 0 | 0 | For |
| BlackRock | 1,775,613 | 2,175 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 321,040 | 0 | 0 | Against |
| State Street | 294,726 | 9 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Meeting held 2025-05-14.
Combines 4 wordings of this item as funds reported it.
90% Majority: yes · of votes cast
PRIMERICA INC.’s own tally for this item (“Elect Director: Cynthia N. Day”): 25,786,496 for, 2,755,762 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 33,022,000 outstanding shares: 78% for, 8% against (86% of the company cast a for/against vote).
The 112 asset managers below cast 95% of the shares they voted on this item FOR (13,270,924 for, 738,674 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,583 | 1 | 0 | 0 | For |
| Fidelity | 3,216,457 | 12,676 | 0 | 0 | For |
| BlackRock | 1,775,613 | 2,175 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 3,987 | 290,748 | 0 | 0 | Against |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 194,690 | 0 | 0 | Against |
| Lincoln Financial | 166,125 | 10,366 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 0 | 93,597 | 0 | 0 | Against |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 83,682 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 14,152 | 38,409 | 0 | 0 | Against |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 43,515 | 1,485 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Meeting held 2025-05-14.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
PRIMERICA INC.’s own tally for this item (“Elect Director: D. Richard Williams”): 27,853,376 for, 692,272 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 33,022,000 outstanding shares: 84% for, 2% against (86% of the company cast a for/against vote).
The 112 asset managers below cast 99.9% of the shares they voted on this item FOR (14,009,178 for, 1,257 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,248,794 | 790 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,726 | 9 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Meeting held 2025-05-14.
Combines 5 wordings of this item as funds reported it.
99.1% Majority: yes · of votes cast
PRIMERICA INC.’s own tally for this item (“Elect Director: Darryl L. Wilson”): 28,295,879 for, 245,778 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 33,022,000 outstanding shares: 86% for, 0.8% against (86% of the company cast a for/against vote).
The 112 asset managers below cast 99.9% of the shares they voted on this item FOR (14,010,435 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,735 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Meeting held 2025-05-14.
Combines 5 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
PRIMERICA INC.’s own tally for this item (“Elect Director: Gary L. Crittenden”): 28,147,144 for, 395,729 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 33,022,000 outstanding shares: 85% for, 1% against (86% of the company cast a for/against vote).
The 112 asset managers below cast 99.9% of the shares they voted on this item FOR (14,007,165 for, 3,270 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,726 | 9 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Meeting held 2025-05-14.
Combines 5 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
PRIMERICA INC.’s own tally for this item (“Elect Director: Glenn J. Williams”): 28,172,563 for, 374,419 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 33,022,000 outstanding shares: 85% for, 1% against (86% of the company cast a for/against vote).
The 112 asset managers below cast 99.9% of the shares they voted on this item FOR (14,010,425 for, 10 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,726 | 9 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Meeting held 2025-05-14.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
PRIMERICA INC.’s own tally for this item (“Elect Director: Joel M. Babbit”): 28,104,837 for, 438,703 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 33,022,000 outstanding shares: 85% for, 1% against (86% of the company cast a for/against vote).
The 112 asset managers below cast 99.9% of the shares they voted on this item FOR (14,007,168 for, 2,430 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,726 | 9 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 83,682 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Meeting held 2025-05-14.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
PRIMERICA INC.’s own tally for this item (“Elect Director: John A. Addison, Jr.”): 28,092,923 for, 453,906 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 33,022,000 outstanding shares: 85% for, 1% against (86% of the company cast a for/against vote).
The 112 asset managers below cast 99.9% of the shares they voted on this item FOR (14,004,038 for, 6,397 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,691 | 44 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Meeting held 2025-05-14.
Combines 5 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
PRIMERICA INC.’s own tally for this item (“Elect Director: Sanjeev Dheer”): 28,536,240 for, 4,839 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 33,022,000 outstanding shares: 86% for, 0.1% against (86% of the company cast a for/against vote).
The 112 asset managers below cast 99.9% of the shares they voted on this item FOR (14,010,435 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,735 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Meeting held 2025-05-14.
Combines 5 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
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, 2025 was ratified.”): 29,800,969 for, 101,393 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 33,022,000 outstanding shares: 90% for, 0.4% against (91% of the company cast a for/against vote).
The 112 asset managers below cast 99.9% of the shares they voted on this item FOR (14,008,006 for, 2,429 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,249,584 | 0 | 0 | 0 | For |
| Fidelity | 3,229,133 | 0 | 0 | 0 | For |
| BlackRock | 1,777,788 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,280,000 | 0 | 0 | 0 | For |
| Virtus | 659,771 | 0 | 0 | 0 | For |
| Dimensional | 432,753 | 0 | 0 | 0 | For |
| Charles Schwab | 321,040 | 0 | 0 | 0 | For |
| State Street | 294,726 | 9 | 0 | 0 | For |
| FMI FUNDS INC | 275,000 | 0 | 0 | 0 | For |
| Capitol Series Trust | 237,983 | 0 | 0 | 0 | For |
| T. Rowe Price | 194,690 | 0 | 0 | 0 | For |
| Lincoln Financial | 176,491 | 0 | 0 | 0 | For |
| TIAA | 152,990 | 0 | 0 | 0 | For |
| HARBOR FUNDS | 113,861 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 106,662 | 0 | 0 | 0 | For |
| Jackson National | 105,563 | 0 | 0 | 0 | For |
| Voya | 93,597 | 0 | 0 | 0 | For |
| American Century | 90,428 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 84,519 | 0 | 0 | 0 | For |
| First Trust | 65,561 | 0 | 0 | 0 | For |
| WisdomTree | 62,834 | 0 | 0 | 0 | For |
| Equitable | 52,561 | 0 | 0 | 0 | For |
| Invesco | 51,298 | 0 | 0 | 0 | For |
| JPMorgan | 51,175 | 0 | 0 | 0 | For |
| John Hancock | 45,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.
Meeting held 2025-05-14.
97% Majority: yes · of votes cast
PRIMERICA INC.’s own tally for this item (“Proposal 2: An advisory vote on executive compensation (Say-on-Pay) was approved.”): 27,545,583 for, 976,809 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 33,022,000 outstanding shares: 83% for, 3% against (86% of the company cast a for/against vote).
The 13 asset managers below cast 99.7% of the shares they voted on this item FOR (141,325 for, 311 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 85,769 | 0 | 0 | 0 | For |
| Empower | 17,247 | 0 | 0 | 0 | For |
| TD Waterhouse Canada Inc. | 11,078 | 0 | 0 | 0 | For |
| Metzler Asset Management GmbH | 10,460 | 0 | 0 | 0 | For |
| TD ASSET MANAGEMENT INC | 7,293 | 0 | 0 | 0 | For |
| Ausbil Investment Management Ltd | 5,329 | 0 | 0 | 0 | For |
| VALUED ADVISERS TRUST | 1,966 | 0 | 0 | 0 | For |
| GuideStone | 1,575 | 0 | 0 | 0 | For |
| APG Asset Management US Inc. | 400 | 0 | 0 | 0 | For |
| Desjardins Global Asset Management Inc. | 0 | 311 | 0 | 0 | Against |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | 197 | 0 | 0 | 0 | For |
| Convergence Investment Partners, LLC | 6 | 0 | 0 | 0 | For |
| MILLER HOWARD INVESTMENTS INC /NY | 5 | 0 | 0 | 0 | For |
Meeting held 2024-05-08 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
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 33,022,000 outstanding shares: 92% for, 1% against (93% of the company cast a for/against vote).
The 2 asset managers below cast 100% of the shares they voted on this item FOR (2,455 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,544 | 0 | 0 | 0 | For |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 911 | 0 | 0 | 0 | For |
Ranked by the number of PRIMERICA INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 33,022,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 19.32% |
| 2 | Vanguard | 9.85% |
| 3 | BlackRock | 8.95% |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8.63% |
| 5 | BAMCO INC /NY/ | 4.36% |
| 6 | State Street | 3.94% |
| 7 | BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 3.88% |
| 8 | Brave Warrior Advisors, LLC | 2.55% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.45% |
| 10 | Virtus | 2.00% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Vanguard Group | 10.58% | 13F |
| BlackRock | 9.38% | 13F |
| FMR (Fidelity) | 8.94% | 13F |
| Vanguard Portfolio Management | 5.56% | 13G |
| State Street | 3.35% | 13F |
| Geode Capital | 2.48% | 13F |
| Dimensional Fund Advisors | 1.85% | 13F |
| Northern Trust | 1.02% | 13F |
| Charles Schwab | 0.97% | 13F |
| BNY Mellon | 0.96% | 13F |
Percentages above are of 33,022,000 shares outstanding, as reported by PRIMERICA INC. on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
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 2025-03-31. 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 2025-05-14, in the 2024-2025 proxy season, 450 asset managers reported how they voted in their SEC Form N-PX filings, covering 5,986 separate fund positions. Their filings are grouped here into 15 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 97% 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 · 2024-2025 (this page) · 2025-2026.