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AllSquare Wealth Management’s Reinsurance Group of America RGA Stock Holding History

AllSquare Wealth Management’s Portfolio RGA Stock Details RGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-325
Closed -$64.5K – 550
2025
Q2 		$64.5K Hold
325
– – 0.04% 200
2025
Q1 		$64K Hold
325
– – 0.04% 189
2024
Q4 		$69.4K Hold
325
– – 0.04% 182
2024
Q3 		$70.8K Hold
325
– – 0.04% 179
2024
Q2 		$66.7K Hold
325
– – 0.04% 179
2024
Q1 		$62.7K Hold
325
– – 0.04% 192
2023
Q4 		$52.6K Hold
325
– – 0.03% 207
2023
Q3 		$47.2K Hold
325
– – 0.03% 201
2023
Q2 		$46.4K Buy
325
+56
+21% +$7.96K 0.03% 215
2023
Q1 		$35.7K Buy
+269
New +$38.1K 0.02% 249

Other funds holding RGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllSquare Wealth Management's RGA Position: Q3 2025 in Review

AllSquare Wealth Management sold out of Reinsurance Group of America (RGA) in Q3 2025, closing a stake of 325 shares — an estimated $64.5K sold.

AllSquare Wealth Management first reported a position in RGA in Q1 2023 and held it in 10 quarters. The position peaked at $70.8K in Q3 2024. 577 funds tracked by Wall St. Rank hold RGA as of Q3 2025.

  • AllSquare Wealth Management reported no remaining Reinsurance Group of America position as of Q3 2025 after selling out during the quarter.
  • AllSquare Wealth Management sold 325 Reinsurance Group of America shares in Q3 2025, an estimated $64.5K.
  • AllSquare Wealth Management first reported a position in Reinsurance Group of America in Q1 2023 and held it in 10 quarters.
  • AllSquare Wealth Management's Reinsurance Group of America position peaked at $70.8K in Q3 2024.
  • 577 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.