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

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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bartlett & Co Wealth Management's RGA Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Reinsurance Group of America (RGA) in Q3 2025, closing a stake of 23 shares — an estimated $4.56K sold.

Bartlett & Co Wealth Management first reported a position in RGA in Q3 2019 and held it in 9 quarters. The position peaked at $1M in Q3 2019. 579 funds tracked by Wall St. Rank hold RGA as of Q3 2025.

Bartlett & Co Wealth Management reported no remaining Reinsurance Group of America position as of Q3 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 23 Reinsurance Group of America shares in Q3 2025, an estimated $4.56K.
Bartlett & Co Wealth Management first reported a position in Reinsurance Group of America in Q3 2019 and held it in 9 quarters.
Bartlett & Co Wealth Management's Reinsurance Group of America position peaked at $1M in Q3 2019.
579 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.