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Bartlett & Co Wealth Management’s Reinsurance Group of America RGA Stock Holding History

Bartlett & Co 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
-23
Closed -$4.56K – 1268
2025
Q2 		$4.56K Buy
+23
New +$4.49K ﹤0.01% 1015
2021
Q3 		– Sell
-16
Closed -$1.82K – 1048
2021
Q2 		$1.82K Sell
16
-200
-93% -$25.2K ﹤0.01% 871
2021
Q1 		$27.2K Sell
216
-3,125
-94% -$371K ﹤0.01% 633
2020
Q4 		$387K Sell
3,341
-534
-14% -$59.6K 0.01% 276
2020
Q3 		$369K Sell
3,875
-450
-10% -$40.5K 0.01% 263
2020
Q2 		$339K Sell
4,325
-1,000
-19% -$92.3K 0.01% 264
2020
Q1 		$448K Sell
5,325
-450
-8% -$58.7K 0.01% 239
2019
Q4 		$942K Sell
5,775
-500
-8% -$80.9K 0.02% 214
2019
Q3 		$1M Buy
+6,275
New +$973K 0.03% 208

Other funds holding RGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $74.9B 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