# Primerica, Inc. (PRI) FY2026 Q2 Balance Sheet

- Company: Primerica, Inc. (PRI)
- Period: As of 2026-06-30
- Filing: Q2 FY2026 10-Q, filed 2026-08-06, accession number 0001193125-26-337365
- Page: https://plicit.ai/financials/pri/fy2026-q2-balance-sheet
- Chart image: https://plicit.ai/charts/pri-fy2026-q2-balance-sheet-sankey.png

## Chart details

Balance sheet as of 2026-06-30. The chart shows assets, liabilities and equity at that date.

- **Assets**: 14,781,939,000 US dollars
- **Liabilities**: 12,258,985,000 US dollars
- **Equity**: 2,522,954,000 US dollars
- **Deferred policy acquisition costs, net**: 3,991,486,000 US dollars
- **Fixed-maturity securities available-for-sale, at fair value (amortized cost: $3,611,960 in 2026 and $3,378,618 in 2025)**: 3,471,682,000 US dollars
- **Reinsurance recoverables**: 2,450,745,000 US dollars
- **Separate account assets**: 2,156,498,000 US dollars
- **Fixed-maturity security held-to-maturity, at amortized cost (fair value: $1,036,619 in 2026 and $1,153,047 in 2025)**: 1,073,520,000 US dollars
- **Cash and cash equivalents**: 600,183,000 US dollars
- **Agent balances, due premiums and other receivables**: 291,440,000 US dollars
- **Other assets**: 259,728,000 US dollars
- **Income taxes**: 181,028,000 US dollars
- **Policy loans and other invested assets**: 120,736,000 US dollars
- **Intangible asset**: 45,275,000 US dollars
- **Operating lease right-of-use assets**: 39,697,000 US dollars
- **Accrued investment income**: 33,330,000 US dollars
- **Trading securities, at fair value (cost: $32,813 in 2026 and $13,084 in 2025)**: 32,376,000 US dollars
- **Equity securities, at fair value (historical cost: $20,624 in 2026 and $20,501 in 2025)**: 29,265,000 US dollars
- **Short-term investments available-for-sale, at fair value (amortized cost: $4,953 in 2026)**: 4,950,000 US dollars
- **Future policy benefits**: 6,803,364,000 US dollars
- **Separate account liabilities**: 2,156,498,000 US dollars
- **Surplus note**: 1,073,291,000 US dollars
- **Other liabilities**: 619,810,000 US dollars
- **Note payable**: 595,716,000 US dollars
- **Policy claims and other benefits payable**: 489,108,000 US dollars
- **Other policyholders’ funds**: 344,437,000 US dollars
- **Payable under securities lending**: 88,579,000 US dollars
- **Operating lease liabilities**: 46,852,000 US dollars
- **Income taxes**: 24,907,000 US dollars
- **Unearned and advance premiums**: 16,423,000 US dollars
- **Retained earnings**: 2,473,436,000 US dollars
- **Effect of change in discount rate assumptions on the liability for future policy benefits**: 190,796,000 US dollars
- **Common stock ($0.01 par value; authorized 500,000 shares in 2026 and 2025; issued and outstanding 30,898 shares in 2026 and 31,810 shares in 2025)**: 309,000 US dollars
- **Net unrealized investment gains (losses) on available-for-sale securities**: negative 110,635,000 US dollars
- **Unrealized foreign currency translation gains (losses)**: negative 30,952,000 US dollars
- **Gross equity (calculated)**: 2,664,541,000 US dollars. Net equity plus the magnitudes of its negative contributions equals gross positive equity. The negative contributions enter this reconciliation as add-backs; their filed signs stay negative.

### Chart connections

- Assets equal liabilities plus consolidated equity. Consolidated equity includes noncontrolling interests when reported.
- Treasury shares and other negative equity contributions reduce equity.