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Berman Capital Advisors’s Reinsurance Group of America RGA Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$36K Buy
325
+166
+104% +$18.9K 0.01% 804
2021
Q2 		$18K Buy
159
+110
+224% +$13.9K ﹤0.01% 951
2021
Q1 		$6K Hold
49
– – ﹤0.01% 1226
2020
Q4 		$5K Hold
49
– – ﹤0.01% 1164
2020
Q3 		$4K Sell
49
-40
-45% -$3.6K ﹤0.01% 1131
2020
Q2 		$6K Sell
89
-18
-17% -$1.66K ﹤0.01% 945
2020
Q1 		$8K Buy
107
+38
+55% +$4.95K ﹤0.01% 733
2019
Q4 		$11K Buy
69
+1
+1% +$162 ﹤0.01% 716
2019
Q3 		$10K Sell
68
-5
-7% -$775 ﹤0.01% 721
2019
Q2 		$11K Buy
73
+46
+170% +$6.88K ﹤0.01% 701
2019
Q1 		$3K Buy
27
+15
+125% +$2.16K ﹤0.01% 1021
2018
Q4 		$1K Buy
+12
New +$1.7K ﹤0.01% 1049

Other funds holding RGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's RGA Position: Q3 2021 in Review

Berman Capital Advisors increased its Reinsurance Group of America (RGA) stake by 104% in Q3 2021, buying an estimated $18.9K and bringing the position to 325 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #804.

Berman Capital Advisors first reported a position in RGA in Q4 2018 and has held it in 12 quarters since. 402 funds tracked by Wall St. Rank hold RGA as of Q3 2021.

  • Berman Capital Advisors held 325 shares of Reinsurance Group of America worth $36K as of Q3 2021.
  • Berman Capital Advisors bought 166 Reinsurance Group of America shares in Q3 2021, an estimated $18.9K.
  • Reinsurance Group of America made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #804 holding.
  • Berman Capital Advisors first reported a position in Reinsurance Group of America in Q4 2018 and has held it in 12 quarters since.
  • 402 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.