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Atria Wealth Solutions’s Reinsurance Group of America RGA Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-2,510
Closed -$536K – 2047
2024
Q4 		$536K Sell
2,510
-24
-0.9% -$5.23K 0.01% 1243
2024
Q3 		$552K Sell
2,534
-46
-2% -$9.78K 0.01% 1202
2024
Q2 		$530K Sell
2,580
-19
-0.7% -$3.79K 0.01% 1210
2024
Q1 		$501K Buy
2,599
+1,186
+84% +$207K 0.01% 1266
2023
Q4 		$229K Sell
1,413
-91
-6% -$14.2K ﹤0.01% 1688
2023
Q3 		$218K Buy
+1,504
New +$213K ﹤0.01% 1642

Other funds holding RGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's RGA Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Reinsurance Group of America (RGA) in Q1 2025, closing a stake of 2,510 shares — an estimated $536K sold.

Atria Wealth Solutions first reported a position in RGA in Q3 2023 and held it in 6 quarters. The position peaked at $552K in Q3 2024. 632 funds tracked by Wall St. Rank hold RGA as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Reinsurance Group of America position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,510 Reinsurance Group of America shares in Q1 2025, an estimated $536K.
  • Atria Wealth Solutions first reported a position in Reinsurance Group of America in Q3 2023 and held it in 6 quarters.
  • Atria Wealth Solutions's Reinsurance Group of America position peaked at $552K in Q3 2024.
  • 632 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.