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Baldwin Wealth Partners’s Reinsurance Group of America RGA Stock Holding History

Baldwin Wealth Partners’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
Q3 		– Sell
-14
Closed -$2.87K – 1157
2024
Q2 		$2.87K Buy
+14
New +$2.8K ﹤0.01% 633
2016
Q3 		– Sell
-260
Closed -$25K – 557
2016
Q2 		$25K Sell
260
-950
-79% -$91.1K 0.01% 321
2016
Q1 		$116K Sell
1,210
-19,759
-94% -$1.74M 0.02% 223
2015
Q4 		$1.79M Buy
20,969
+1,418
+7% +$128K 0.29% 81
2015
Q3 		$1.77M Buy
19,551
+24
+0.1% +$2.26K 0.3% 76
2015
Q2 		$1.85M Sell
19,527
-20
-0.1% -$1.88K 0.27% 80
2015
Q1 		$1.82M Buy
19,547
+64
+0.3% +$5.65K 0.27% 86
2014
Q4 		$1.71M Buy
19,483
+595
+3% +$49.7K 0.25% 95
2014
Q3 		$1.51M Buy
18,888
+1,668
+10% +$136K 0.21% 94
2014
Q2 		$1.36M Buy
17,220
+191
+1% +$14.9K 0.2% 100
2014
Q1 		$1.36M Buy
17,029
+235
+1% +$17.8K 0.22% 99
2013
Q4 		$1.3M Sell
16,794
-663
-4% -$48.3K 0.21% 103
2013
Q3 		$1.17M Buy
+17,457
New +$1.18M 0.21% 108

Other funds holding RGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Baldwin Wealth Partners's RGA Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Reinsurance Group of America (RGA) in Q3 2024, closing a stake of 14 shares — an estimated $2.87K sold.

Baldwin Wealth Partners first reported a position in RGA in Q3 2013 and held it in 13 quarters. The position peaked at $1.85M in Q2 2015. 606 funds tracked by Wall St. Rank hold RGA as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Reinsurance Group of America position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 14 Reinsurance Group of America shares in Q3 2024, an estimated $2.87K.
  • Baldwin Wealth Partners first reported a position in Reinsurance Group of America in Q3 2013 and held it in 13 quarters.
  • Baldwin Wealth Partners's Reinsurance Group of America position peaked at $1.85M in Q2 2015.
  • 606 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.