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Berry Wealth Group’s Reinsurance Group of America RGA Stock Holding History

Berry Wealth Group’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
-1,041
Closed -$206K – 91
2025
Q2 		$206K Sell
1,041
-489
-32% -$95.5K 0.14% 100
2025
Q1 		$301K Sell
1,530
-86
-5% -$17.8K 0.24% 62
2024
Q4 		$345K Buy
1,616
+312
+24% +$68K 0.25% 48
2024
Q3 		$284K Sell
1,304
-71
-5% -$15.1K 0.2% 65
2024
Q2 		$282K Sell
1,375
-496
-27% -$99.1K 0.23% 54
2024
Q1 		$361K Buy
+1,871
New +$326K 0.3% 43

Other funds holding RGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berry Wealth Group's RGA Position: Q3 2025 in Review

Berry Wealth Group sold out of Reinsurance Group of America (RGA) in Q3 2025, closing a stake of 1,041 shares — an estimated $206K sold.

Berry Wealth Group first reported a position in RGA in Q1 2024 and held it in 6 quarters. The position peaked at $361K in Q1 2024. 579 funds tracked by Wall St. Rank hold RGA as of Q3 2025.

  • Berry Wealth Group reported no remaining Reinsurance Group of America position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 1,041 Reinsurance Group of America shares in Q3 2025, an estimated $206K.
  • Berry Wealth Group first reported a position in Reinsurance Group of America in Q1 2024 and held it in 6 quarters.
  • Berry Wealth Group's Reinsurance Group of America position peaked at $361K in Q1 2024.
  • 579 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.