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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
Q2 		$7.09M Sell
24,937
-26,708
-52% -$7.31M 0.03% 401
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Bridgewater Associates's PRI Position: Q2 2026 in Review

Bridgewater Associates reduced its Primerica (PRI) stake by 52% in Q2 2026, selling an estimated $7.31M and leaving 24,937 shares worth $7.09M. The position accounts for 0.03% of the portfolio, ranked #401.

Bridgewater Associates first reported a position in PRI in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.5M in Q4 2025. 527 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

  • Bridgewater Associates held 24,937 shares of Primerica worth $7.09M as of Q2 2026.
  • Bridgewater Associates sold 26,708 Primerica shares in Q2 2026, an estimated $7.31M.
  • Primerica made up 0.03% of Bridgewater Associates's portfolio in Q2 2026, its #401 holding.
  • Bridgewater Associates first reported a position in Primerica in Q1 2023 and has held it in 14 quarters since.
  • Bridgewater Associates's Primerica position peaked at $16.5M in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.