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

Avior 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
2024 Q4	–	Sell	-9	Closed	-$1.96K	–	2531
2024 Q3	$1.96K	Buy	+9	New	+$1.91K	﹤0.01%	1978
2024 Q2	–	Sell	-76	Closed	-$14.7K	–	3411
2024 Q1	$14.7K	Buy	+76	New	+$13.3K	﹤0.01%	1720
2019 Q1	–	Sell	-1,274	Closed	-$178K	–	698
2018 Q4	$178K	Buy	1,274 +92	+8%	+$13K	0.04%	332
2018 Q3	$171K	Hold	1,182	–	–	0.04%	377
2018 Q2	$158K	Buy	1,182 +100	+9%	+$14.9K	0.04%	381
2018 Q1	$167K	Sell	1,082 -150	-12%	-$23.6K	0.04%	355
2017 Q4	$192K	Buy	+1,232	New	+$187K	0.04%	339

Other funds holding RGA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Avior Wealth Management's RGA Position: Q4 2024 in Review

Avior Wealth Management sold out of Reinsurance Group of America (RGA) in Q4 2024, closing a stake of 9 shares — an estimated $1.96K sold.

Avior Wealth Management first reported a position in RGA in Q4 2017 and held it in 7 quarters. The position peaked at $192K in Q4 2017. 625 funds tracked by Wall St. Rank hold RGA as of Q4 2024.

Avior Wealth Management reported no remaining Reinsurance Group of America position as of Q4 2024 after selling out during the quarter.
Avior Wealth Management sold 9 Reinsurance Group of America shares in Q4 2024, an estimated $1.96K.
Avior Wealth Management first reported a position in Reinsurance Group of America in Q4 2017 and held it in 7 quarters.
Avior Wealth Management's Reinsurance Group of America position peaked at $192K in Q4 2017.
625 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.