Ray Dalio’s Primerica PRI Stock Holding History

Ray Dalio’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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Ray Dalio's PRI Position: Q2 2026 in Review

Ray Dalio 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.

Ray Dalio 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.

Ray Dalio held 24,937 shares of Primerica worth $7.09M as of Q2 2026.
Ray Dalio sold 26,708 Primerica shares in Q2 2026, an estimated $7.31M.
Primerica made up 0.03% of Ray Dalio's portfolio in Q2 2026, its #401 holding.
Ray Dalio first reported a position in Primerica in Q1 2023 and has held it in 14 quarters since.
Ray Dalio'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.