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Compiled from SEC Form N-PX filings and Primerica, Inc.’s Form 8-K, filed 2026-05-27 (Item 5.07 on EDGAR). Page generated 04 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, filed 2026-05-27 (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. | 26,817,258 | 512,490 | 21,756 | -- | 1,184,476 | Majority: yes |
| Elect Director: Joel M. Babbit | 26,874,390 | 459,525 | 17,589 | -- | 1,184,476 | Majority: yes |
| Elect Director: Amber L. Cottle | 27,016,062 | 312,528 | 22,914 | -- | 1,184,476 | Majority: yes |
| Elect Director: Cynthia N. Day | 25,110,328 | 2,220,778 | 20,398 | -- | 1,184,476 | Majority: yes |
| Elect Director: Sanjeev Dheer | 27,294,427 | 40,170 | 16,907 | -- | 1,184,476 | Majority: yes |
| Elect Director: D. Richard Williams | 26,364,898 | 964,215 | 22,391 | -- | 1,184,476 | Majority: yes |
| Elect Director: Glenn J. Williams | 27,048,998 | 280,624 | 21,882 | -- | 1,184,476 | Majority: yes |
| Elect Director: Darryl L. Wilson | 26,979,554 | 350,827 | 21,123 | -- | 1,184,476 | Majority: yes |
| Elect Director: Barbara A. Yastine | 26,483,751 | 847,445 | 20,308 | -- | 1,184,476 | Majority: yes |
| Proposal 2: An advisory vote on executive compensation (Say-on-Pay) was approved. | 26,914,943 | 403,201 | 33,360 | -- | 1,184,476 | Passed |
| Proposal 3: The appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026 was ratified. | 28,402,788 | 100,926 | 32,266 | -- | -- | Passed |
Source: Primerica, Inc., Form 8-K, filed with the SEC on 2026-05-27 — read the filing on EDGAR.
Each item below shows how the 466 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.
Combines 12 wordings of this item as funds reported it.
99% Passed · of votes cast
Primerica, Inc.’s own tally for this item (“Proposal 2: An advisory vote on executive compensation (Say-on-Pay) was approved.”): 26,914,943 for, 403,201 against — passed, per its Form 8-K filed 2026-05-27 (Item 5.07). Of all 31,344,000 outstanding shares: 86% for, 1% against (87% of the company cast a for/against vote).
The 452 asset managers below cast 99.6% 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 total votes cast at the meeting.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 6,047,217 | 0 | 0 | 0 | For |
| Vanguard | 2,896,906 | 2 | 0 | 0 | For |
| BlackRock | 2,742,935 | 230 | 0 | 0 | For |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,267,766 | 0 | 0 | 0 | For |
| State Street | 921,635 | 1,115 | 0 | 0 | For |
| Brave Warrior Advisors, LLC | 885,177 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 855,756 | 0 | 0 | 0 | For |
| BAMCO INC /NY/ | 718,802 | 0 | 0 | 0 | For |
| Invesco | 657,250 | 0 | 0 | 0 | For |
| Charles Schwab | 650,072 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 576,000 | 0 | 0 | 0 | For |
| First Trust | 562,206 | 0 | 0 | 0 | For |
| Virtus | 559,453 | 0 | 0 | 0 | For |
| BANK OF MONTREAL /CAN/ | 558,209 | 0 | 0 | 0 | For |
| T. Rowe Price | 546,000 | 0 | 0 | 0 | For |
| AGF MANAGEMENT LTD | 430,742 | 0 | 0 | 0 | For |
| LYRICAL ASSET MANAGEMENT LP | 366,856 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 335,000 | 0 | 0 | 0 | For |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 320,111 | 0 | 0 | 0 | For |
| FULLER & THALER ASSET MANAGEMENT, INC. | 318,090 | 0 | 0 | 0 | For |
| Dimensional | 310,216 | 0 | 0 | 0 | For |
| Capitol Series Trust | 304,693 | 0 | 0 | 0 | For |
| American Century | 251,358 | 0 | 0 | 0 | For |
| Northern Trust | 251,284 | 0 | 0 | 0 | For |
| FIDUCIARY MANAGEMENT INC /WI/ | 246,002 | 0 | 0 | 0 | For |
Showing the 25 largest of 452 asset managers. See all 452 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.6% Passed · 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, 2026 was ratified.”): 28,402,788 for, 100,926 against — passed, per its Form 8-K filed 2026-05-27 (Item 5.07). Of all 31,344,000 outstanding shares: 91% for, 0.4% against (91% of the company cast a for/against vote).
The 107 asset managers below cast 99.9% of the shares they voted on this item FOR (13,022,505 for, 1,978 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 3,019,929 | 0 | 0 | 0 | For |
| Vanguard | 2,890,672 | 0 | 0 | 0 | For |
| BlackRock | 1,750,141 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 576,000 | 0 | 0 | 0 | For |
| Virtus | 559,453 | 0 | 0 | 0 | For |
| First Trust | 550,551 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 335,000 | 0 | 0 | 0 | For |
| Charles Schwab | 324,202 | 0 | 0 | 0 | For |
| Invesco | 316,637 | 0 | 0 | 0 | For |
| Capitol Series Trust | 304,693 | 0 | 0 | 0 | For |
| State Street | 256,122 | 14 | 0 | 0 | For |
| T. Rowe Price | 195,742 | 0 | 0 | 0 | For |
| Lincoln Financial | 154,924 | 0 | 0 | 0 | For |
| Dimensional | 151,472 | 0 | 0 | 0 | For |
| American Century | 124,327 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 110,258 | 0 | 0 | 0 | For |
| ProShares | 100,395 | 0 | 0 | 0 | For |
| WisdomTree | 89,966 | 0 | 0 | 0 | For |
| Jackson National | 87,192 | 0 | 0 | 0 | For |
| TIAA | 83,783 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 76,540 | 0 | 0 | 0 | For |
| Voya | 70,928 | 0 | 0 | 0 | For |
| Value Line Small Cap Opportunities Fund, Inc. | 69,056 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 67,446 | 0 | 0 | 0 | For |
| JPMorgan | 59,394 | 0 | 0 | 0 | For |
Showing the 25 largest of 107 asset managers. See all 107 in the interactive database.
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: John A. Addison, Jr.”): 26,817,258 for, 512,490 against, per its Form 8-K filed 2026-05-27 (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 31,344,000 outstanding shares: 86% for, 2% against (87% of the company cast a for/against vote).
The 106 asset managers below cast 99.9% of the shares they voted on this item FOR (13,004,602 for, 11,320 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 3,018,482 | 1,447 | 0 | 0 | For |
| Vanguard | 2,890,669 | 3 | 0 | 0 | For |
| BlackRock | 1,750,141 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 576,000 | 0 | 0 | 0 | For |
| Virtus | 559,453 | 0 | 0 | 0 | For |
| First Trust | 550,551 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 335,000 | 0 | 0 | 0 | For |
| Charles Schwab | 324,202 | 0 | 0 | 0 | For |
| Invesco | 316,637 | 0 | 0 | 0 | For |
| Capitol Series Trust | 304,693 | 0 | 0 | 0 | For |
| State Street | 256,025 | 111 | 0 | 0 | For |
| T. Rowe Price | 195,742 | 0 | 0 | 0 | For |
| Lincoln Financial | 154,924 | 0 | 0 | 0 | For |
| Dimensional | 151,472 | 0 | 0 | 0 | For |
| American Century | 124,327 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 110,258 | 0 | 0 | 0 | For |
| ProShares | 100,395 | 0 | 0 | 0 | For |
| WisdomTree | 89,966 | 0 | 0 | 0 | For |
| Jackson National | 87,192 | 0 | 0 | 0 | For |
| TIAA | 83,783 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 76,540 | 0 | 0 | 0 | For |
| Voya | 70,928 | 0 | 0 | 0 | For |
| Value Line Small Cap Opportunities Fund, Inc. | 69,056 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 67,446 | 0 | 0 | 0 | For |
| JPMorgan | 59,394 | 0 | 0 | 0 | For |
Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Primerica, Inc.’s own tally for this item (“Elect Director: Amber L. Cottle”): 27,016,062 for, 312,528 against, per its Form 8-K filed 2026-05-27 (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 31,344,000 outstanding shares: 86% for, 1.0% against (87% of the company cast a for/against vote).
The 106 asset managers below cast 100% of the shares they voted on this item FOR (13,015,921 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 3,019,929 | 0 | 0 | 0 | For |
| Vanguard | 2,890,672 | 0 | 0 | 0 | For |
| BlackRock | 1,750,141 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 576,000 | 0 | 0 | 0 | For |
| Virtus | 559,453 | 0 | 0 | 0 | For |
| First Trust | 550,551 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 335,000 | 0 | 0 | 0 | For |
| Charles Schwab | 324,202 | 0 | 0 | 0 | For |
| Invesco | 316,637 | 0 | 0 | 0 | For |
| Capitol Series Trust | 304,693 | 0 | 0 | 0 | For |
| State Street | 256,136 | 0 | 0 | 0 | For |
| T. Rowe Price | 195,742 | 0 | 0 | 0 | For |
| Lincoln Financial | 154,924 | 0 | 0 | 0 | For |
| Dimensional | 151,472 | 0 | 0 | 0 | For |
| American Century | 124,327 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 110,258 | 0 | 0 | 0 | For |
| ProShares | 100,395 | 0 | 0 | 0 | For |
| WisdomTree | 89,966 | 0 | 0 | 0 | For |
| Jackson National | 87,192 | 0 | 0 | 0 | For |
| TIAA | 83,783 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 76,540 | 0 | 0 | 0 | For |
| Voya | 70,928 | 0 | 0 | 0 | For |
| Value Line Small Cap Opportunities Fund, Inc. | 69,056 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 67,446 | 0 | 0 | 0 | For |
| JPMorgan | 59,394 | 0 | 0 | 0 | For |
Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Primerica, Inc.’s own tally for this item (“Elect Director: Sanjeev Dheer”): 27,294,427 for, 40,170 against, per its Form 8-K filed 2026-05-27 (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 31,344,000 outstanding shares: 87% for, 0.2% against (87% of the company cast a for/against vote).
The 106 asset managers below cast 100% of the shares they voted on this item FOR (13,015,921 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 3,019,929 | 0 | 0 | 0 | For |
| Vanguard | 2,890,672 | 0 | 0 | 0 | For |
| BlackRock | 1,750,141 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 576,000 | 0 | 0 | 0 | For |
| Virtus | 559,453 | 0 | 0 | 0 | For |
| First Trust | 550,551 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 335,000 | 0 | 0 | 0 | For |
| Charles Schwab | 324,202 | 0 | 0 | 0 | For |
| Invesco | 316,637 | 0 | 0 | 0 | For |
| Capitol Series Trust | 304,693 | 0 | 0 | 0 | For |
| State Street | 256,136 | 0 | 0 | 0 | For |
| T. Rowe Price | 195,742 | 0 | 0 | 0 | For |
| Lincoln Financial | 154,924 | 0 | 0 | 0 | For |
| Dimensional | 151,472 | 0 | 0 | 0 | For |
| American Century | 124,327 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 110,258 | 0 | 0 | 0 | For |
| ProShares | 100,395 | 0 | 0 | 0 | For |
| WisdomTree | 89,966 | 0 | 0 | 0 | For |
| Jackson National | 87,192 | 0 | 0 | 0 | For |
| TIAA | 83,783 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 76,540 | 0 | 0 | 0 | For |
| Voya | 70,928 | 0 | 0 | 0 | For |
| Value Line Small Cap Opportunities Fund, Inc. | 69,056 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 67,446 | 0 | 0 | 0 | For |
| JPMorgan | 59,394 | 0 | 0 | 0 | For |
Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.
Combines 4 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Primerica, Inc.’s own tally for this item (“Elect Director: D. Richard Williams”): 26,364,898 for, 964,215 against, per its Form 8-K filed 2026-05-27 (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 31,344,000 outstanding shares: 84% for, 3% against (87% of the company cast a for/against vote).
The 106 asset managers below cast 99.9% of the shares they voted on this item FOR (13,014,458 for, 1,464 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 3,018,482 | 1,447 | 0 | 0 | For |
| Vanguard | 2,890,669 | 3 | 0 | 0 | For |
| BlackRock | 1,750,141 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 576,000 | 0 | 0 | 0 | For |
| Virtus | 559,453 | 0 | 0 | 0 | For |
| First Trust | 550,551 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 335,000 | 0 | 0 | 0 | For |
| Charles Schwab | 324,202 | 0 | 0 | 0 | For |
| Invesco | 316,637 | 0 | 0 | 0 | For |
| Capitol Series Trust | 304,693 | 0 | 0 | 0 | For |
| State Street | 256,122 | 14 | 0 | 0 | For |
| T. Rowe Price | 195,742 | 0 | 0 | 0 | For |
| Lincoln Financial | 154,924 | 0 | 0 | 0 | For |
| Dimensional | 151,472 | 0 | 0 | 0 | For |
| American Century | 124,327 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 110,258 | 0 | 0 | 0 | For |
| ProShares | 100,395 | 0 | 0 | 0 | For |
| WisdomTree | 89,966 | 0 | 0 | 0 | For |
| Jackson National | 87,192 | 0 | 0 | 0 | For |
| TIAA | 83,783 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 76,540 | 0 | 0 | 0 | For |
| Voya | 70,928 | 0 | 0 | 0 | For |
| Value Line Small Cap Opportunities Fund, Inc. | 69,056 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 67,446 | 0 | 0 | 0 | For |
| JPMorgan | 59,394 | 0 | 0 | 0 | For |
Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.
Combines 4 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”): 27,048,998 for, 280,624 against, per its Form 8-K filed 2026-05-27 (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 31,344,000 outstanding shares: 86% for, 0.9% against (87% of the company cast a for/against vote).
The 106 asset managers below cast 99.9% of the shares they voted on this item FOR (13,015,908 for, 14 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 3,019,929 | 0 | 0 | 0 | For |
| Vanguard | 2,890,672 | 0 | 0 | 0 | For |
| BlackRock | 1,750,141 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 576,000 | 0 | 0 | 0 | For |
| Virtus | 559,453 | 0 | 0 | 0 | For |
| First Trust | 550,551 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 335,000 | 0 | 0 | 0 | For |
| Charles Schwab | 324,202 | 0 | 0 | 0 | For |
| Invesco | 316,637 | 0 | 0 | 0 | For |
| Capitol Series Trust | 304,693 | 0 | 0 | 0 | For |
| State Street | 256,122 | 14 | 0 | 0 | For |
| T. Rowe Price | 195,742 | 0 | 0 | 0 | For |
| Lincoln Financial | 154,924 | 0 | 0 | 0 | For |
| Dimensional | 151,472 | 0 | 0 | 0 | For |
| American Century | 124,327 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 110,258 | 0 | 0 | 0 | For |
| ProShares | 100,395 | 0 | 0 | 0 | For |
| WisdomTree | 89,966 | 0 | 0 | 0 | For |
| Jackson National | 87,192 | 0 | 0 | 0 | For |
| TIAA | 83,783 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 76,540 | 0 | 0 | 0 | For |
| Voya | 70,928 | 0 | 0 | 0 | For |
| Value Line Small Cap Opportunities Fund, Inc. | 69,056 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 67,446 | 0 | 0 | 0 | For |
| JPMorgan | 59,394 | 0 | 0 | 0 | For |
Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Primerica, Inc.’s own tally for this item (“Elect Director: Darryl L. Wilson”): 26,979,554 for, 350,827 against, per its Form 8-K filed 2026-05-27 (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 31,344,000 outstanding shares: 86% for, 1% against (87% of the company cast a for/against vote).
The 106 asset managers below cast 100% of the shares they voted on this item FOR (13,015,921 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 3,019,929 | 0 | 0 | 0 | For |
| Vanguard | 2,890,672 | 0 | 0 | 0 | For |
| BlackRock | 1,750,141 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 576,000 | 0 | 0 | 0 | For |
| Virtus | 559,453 | 0 | 0 | 0 | For |
| First Trust | 550,551 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 335,000 | 0 | 0 | 0 | For |
| Charles Schwab | 324,202 | 0 | 0 | 0 | For |
| Invesco | 316,637 | 0 | 0 | 0 | For |
| Capitol Series Trust | 304,693 | 0 | 0 | 0 | For |
| State Street | 256,136 | 0 | 0 | 0 | For |
| T. Rowe Price | 195,742 | 0 | 0 | 0 | For |
| Lincoln Financial | 154,924 | 0 | 0 | 0 | For |
| Dimensional | 151,472 | 0 | 0 | 0 | For |
| American Century | 124,327 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 110,258 | 0 | 0 | 0 | For |
| ProShares | 100,395 | 0 | 0 | 0 | For |
| WisdomTree | 89,966 | 0 | 0 | 0 | For |
| Jackson National | 87,192 | 0 | 0 | 0 | For |
| TIAA | 83,783 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 76,540 | 0 | 0 | 0 | For |
| Voya | 70,928 | 0 | 0 | 0 | For |
| Value Line Small Cap Opportunities Fund, Inc. | 69,056 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 67,446 | 0 | 0 | 0 | For |
| JPMorgan | 59,394 | 0 | 0 | 0 | For |
Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.
Combines 4 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”): 26,483,751 for, 847,445 against, per its Form 8-K filed 2026-05-27 (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 31,344,000 outstanding shares: 84% for, 3% against (87% of the company cast a for/against vote).
The 106 asset managers below cast 99.9% of the shares they voted on this item FOR (13,014,240 for, 1,682 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 3,019,929 | 0 | 0 | 0 | For |
| Vanguard | 2,890,669 | 3 | 0 | 0 | For |
| BlackRock | 1,750,141 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 576,000 | 0 | 0 | 0 | For |
| Virtus | 559,453 | 0 | 0 | 0 | For |
| First Trust | 550,551 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 335,000 | 0 | 0 | 0 | For |
| Charles Schwab | 324,202 | 0 | 0 | 0 | For |
| Invesco | 316,637 | 0 | 0 | 0 | For |
| Capitol Series Trust | 304,693 | 0 | 0 | 0 | For |
| State Street | 256,122 | 14 | 0 | 0 | For |
| T. Rowe Price | 195,742 | 0 | 0 | 0 | For |
| Lincoln Financial | 154,924 | 0 | 0 | 0 | For |
| Dimensional | 151,472 | 0 | 0 | 0 | For |
| American Century | 124,327 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 110,258 | 0 | 0 | 0 | For |
| ProShares | 100,395 | 0 | 0 | 0 | For |
| WisdomTree | 89,966 | 0 | 0 | 0 | For |
| Jackson National | 87,192 | 0 | 0 | 0 | For |
| TIAA | 83,783 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 76,540 | 0 | 0 | 0 | For |
| Voya | 70,928 | 0 | 0 | 0 | For |
| Value Line Small Cap Opportunities Fund, Inc. | 69,056 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 67,446 | 0 | 0 | 0 | For |
| JPMorgan | 59,394 | 0 | 0 | 0 | For |
Showing the 25 largest of 106 asset managers. See all 106 in the interactive database.
Combines 3 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
Primerica, Inc.’s own tally for this item (“Elect Director: Cynthia N. Day”): 25,110,328 for, 2,220,778 against, per its Form 8-K filed 2026-05-27 (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 31,344,000 outstanding shares: 80% for, 7% against (87% of the company cast a for/against vote).
The 105 asset managers below cast 97% of the shares they voted on this item FOR (12,650,993 for, 364,608 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 3,018,482 | 1,447 | 0 | 0 | For |
| Vanguard | 2,887,934 | 2,738 | 0 | 0 | For |
| BlackRock | 1,750,141 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 576,000 | 0 | 0 | 0 | For |
| Virtus | 559,453 | 0 | 0 | 0 | For |
| First Trust | 550,551 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 335,000 | 0 | 0 | 0 | For |
| Charles Schwab | 324,202 | 0 | 0 | 0 | For |
| Invesco | 316,637 | 0 | 0 | 0 | For |
| Capitol Series Trust | 304,693 | 0 | 0 | 0 | For |
| State Street | 256,122 | 14 | 0 | 0 | For |
| T. Rowe Price | 102,831 | 92,911 | 0 | 0 | For |
| Lincoln Financial | 154,924 | 0 | 0 | 0 | For |
| Dimensional | 151,472 | 0 | 0 | 0 | For |
| American Century | 124,327 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 110,258 | 0 | 0 | 0 | For |
| ProShares | 100,395 | 0 | 0 | 0 | For |
| WisdomTree | 89,966 | 0 | 0 | 0 | For |
| Jackson National | 87,192 | 0 | 0 | 0 | For |
| TIAA | 0 | 83,783 | 0 | 0 | Against |
| Ultimus Managers Trust | 76,540 | 0 | 0 | 0 | For |
| Voya | 0 | 70,928 | 0 | 0 | Against |
| Value Line Small Cap Opportunities Fund, Inc. | 69,056 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 67,446 | 0 | 0 | 0 | For |
| JPMorgan | 59,394 | 0 | 0 | 0 | For |
Showing the 25 largest of 105 asset managers. See all 105 in the interactive database.
Combines 3 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”): 26,874,390 for, 459,525 against, per its Form 8-K filed 2026-05-27 (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 31,344,000 outstanding shares: 86% for, 1% against (87% of the company cast a for/against vote).
The 105 asset managers below cast 99.9% of the shares they voted on this item FOR (13,013,921 for, 1,681 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 3,019,929 | 0 | 0 | 0 | For |
| Vanguard | 2,890,670 | 2 | 0 | 0 | For |
| BlackRock | 1,750,141 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 576,000 | 0 | 0 | 0 | For |
| Virtus | 559,453 | 0 | 0 | 0 | For |
| First Trust | 550,551 | 0 | 0 | 0 | For |
| FMI FUNDS INC | 335,000 | 0 | 0 | 0 | For |
| Charles Schwab | 324,202 | 0 | 0 | 0 | For |
| Invesco | 316,637 | 0 | 0 | 0 | For |
| Capitol Series Trust | 304,693 | 0 | 0 | 0 | For |
| State Street | 256,122 | 14 | 0 | 0 | For |
| T. Rowe Price | 195,742 | 0 | 0 | 0 | For |
| Lincoln Financial | 154,924 | 0 | 0 | 0 | For |
| Dimensional | 151,472 | 0 | 0 | 0 | For |
| American Century | 124,327 | 0 | 0 | 0 | For |
| BBR ALO Fund, LLC | 110,258 | 0 | 0 | 0 | For |
| ProShares | 100,395 | 0 | 0 | 0 | For |
| WisdomTree | 89,966 | 0 | 0 | 0 | For |
| Jackson National | 87,192 | 0 | 0 | 0 | For |
| TIAA | 83,783 | 0 | 0 | 0 | For |
| Ultimus Managers Trust | 76,540 | 0 | 0 | 0 | For |
| Voya | 70,928 | 0 | 0 | 0 | For |
| Value Line Small Cap Opportunities Fund, Inc. | 69,056 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 67,446 | 0 | 0 | 0 | For |
| JPMorgan | 59,394 | 0 | 0 | 0 | For |
Showing the 25 largest of 105 asset managers. See all 105 in the interactive database.
99% Passed · of votes cast
Primerica, Inc.’s own tally for this item (“Proposal 2: An advisory vote on executive compensation (Say-on-Pay) was approved.”): 26,914,943 for, 403,201 against — passed, per its Form 8-K filed 2026-05-27 (Item 5.07). Of all 31,344,000 outstanding shares: 86% for, 1% against (87% of the company cast a for/against vote).
The 12 asset managers below cast 36% of the shares they voted on this item FOR (111,326 for, 197,027 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| NORDEA INVESTMENT MANAGEMENT AB | 6 | 196,443 | 0 | 0 | Against |
| Life Cycle Investment Partners Ltd | 48,976 | 0 | 0 | 0 | For |
| Metzler Asset Management GmbH | 22,670 | 0 | 0 | 0 | For |
| Empower | 14,882 | 0 | 0 | 0 | For |
| TD Waterhouse Canada Inc. | 7,908 | 0 | 0 | 0 | For |
| Wilshire Advisors LLC | 6,917 | 0 | 0 | 0 | For |
| Ausbil Investment Management Ltd | 4,249 | 0 | 0 | 0 | For |
| APG Asset Management US Inc. | 3,249 | 0 | 0 | 0 | For |
| VALUED ADVISERS TRUST | 1,964 | 0 | 0 | 0 | For |
| Impact Investors, Inc | 0 | 584 | 0 | 0 | Against |
| NORTHERN LIGHTS FUND TRUST II | 500 | 0 | 0 | 0 | For |
| MILLER HOWARD INVESTMENTS INC /NY | 5 | 0 | 0 | 0 | For |
Ranked by the number of Primerica, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 31,344,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 19.29% |
| 2 | Vanguard | 9.24% |
| 3 | BlackRock | 8.75% |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7.24% |
| 5 | State Street | 2.94% |
| 6 | Brave Warrior Advisors, LLC | 2.82% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.73% |
| 8 | BAMCO INC /NY/ | 2.29% |
| 9 | Invesco | 2.10% |
| 10 | Charles Schwab | 2.07% |
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 | 10.49% | 13F |
| BlackRock | 9.55% | 13F |
| FMR (Fidelity) | 9.02% | 13F |
| Kayne Anderson Rudnick Investment Management, LLC | 8.83% | 13G |
| Vanguard Portfolio Management | 5.86% | 13G |
| State Street | 3.20% | 13F |
| Dimensional Fund Advisors | 2.08% | 13F |
| Invesco | 1.14% | 13F |
| Charles Schwab | 1.04% | 13F |
| BNY Mellon | 1.00% | 13F |
Percentages above are of 31,344,000 shares outstanding, as reported by Primerica, Inc. on its Form 10-Q dated 2026-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 2026-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At Primerica, Inc.'s shareholder meeting held 2026-05-21, in the 2025-2026 proxy season, 466 asset managers reported how they voted in their SEC Form N-PX filings, covering 5,227 separate fund positions. Their filings are grouped here into 12 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). — the proposal passed with 99% support 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). Source: Primerica, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-05-27.
Primerica, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).