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Bridgewater Associates’s Primerica PRI Stock Holding History

Bridgewater Associates’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.9M Sell
51,645
-12,091
-19% -$3.12M 0.06% 223
2025
Q4 		$16.5M Buy
63,736
+15,558
+32% +$4.06M 0.06% 240
2025
Q3 		$13.4M Buy
48,178
+26,379
+121% +$7.08M 0.05% 272
2025
Q2 		$5.97M Sell
21,799
-6,773
-24% -$1.8M 0.02% 313
2025
Q1 		$8.13M Buy
28,572
+15,656
+121% +$4.46M 0.04% 289
2024
Q4 		$3.51M Sell
12,916
-11,213
-46% -$3.18M 0.02% 392
2024
Q3 		$6.4M Sell
24,129
-4,774
-17% -$1.21M 0.04% 332
2024
Q2 		$6.84M Sell
28,903
-2,340
-7% -$531K 0.04% 306
2024
Q1 		$7.9M Sell
31,243
-219
-0.7% -$51.8K 0.04% 302
2023
Q4 		$6.47M Buy
31,462
+58
+0.2% +$11.9K 0.04% 331
2023
Q3 		$6.09M Buy
31,404
+16,003
+104% +$3.28M 0.04% 319
2023
Q2 		$3.05M Sell
15,401
-16,387
-52% -$3.01M 0.02% 401
2023
Q1 		$5.48M Buy
+31,788
New +$5.21M 0.03% 293

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return