Primerica PRI Surplus Notes
Surplus Notes at other companies
Other financials
Where this comes from
Reported directly by Primerica in its filing.
Tagged under the XBRL concept us-gaap:SurplusNotes.
The official record: Primerica’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →
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Questions, answered.
- What is Primerica's surplus notes?
- Primerica (PRI) reported surplus notes of $1.13B in Q1 2026.
- How has Primerica's surplus notes changed year-over-year?
- Primerica's surplus notes decreased by 12.0% year-over-year, from $1.29B to $1.13B.
- What is the long-term trend for Primerica's surplus notes?
- Over 5 years (2020 to 2025), Primerica's surplus notes has grown at a -2.7% compound annual growth rate (CAGR), from $1.35B to $1.18B.
- What does surplus notes mean?
- Surplus notes are a unique form of debt issued by insurance companies that are subordinate to policyholder claims and general creditors. They are often treated as equity by regulators for capital adequacy purposes, providing a flexible way to bolster statutory capital. Interest payments on these notes typically require regulatory approval.