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 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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Ray Dalio's PRI Position: Q1 2026 in Review

Ray Dalio reduced its Primerica (PRI) stake by 19% in Q1 2026, selling an estimated $3.12M and leaving 51,645 shares worth $12.9M. The position accounts for 0.06% of the portfolio, ranked #223.

Ray Dalio first reported a position in PRI in Q1 2023 and has held it in 13 quarters since. The position peaked at $16.5M in Q4 2025. 506 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

Ray Dalio held 51,645 shares of Primerica worth $12.9M as of Q1 2026.
Ray Dalio sold 12,091 Primerica shares in Q1 2026, an estimated $3.12M.
Primerica made up 0.06% of Ray Dalio's portfolio in Q1 2026, its #223 holding.
Ray Dalio first reported a position in Primerica in Q1 2023 and has held it in 13 quarters since.
Ray Dalio's Primerica position peaked at $16.5M in Q4 2025.
506 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.