CWA
RGA icon

Canvas Wealth Advisors’s Reinsurance Group of America RGA Stock Holding History

Canvas Wealth 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
2024
Q3 		– Sell
-1,971
Closed -$445K – 183
2024
Q2 		$445K Sell
1,971
-1,751
-47% -$350K 0.14% 88
2024
Q1 		$670K Sell
3,722
-1,498
-29% -$261K 0.23% 55
2023
Q4 		$880K Buy
5,220
+1,932
+59% +$301K 0.32% 49
2023
Q3 		$487K Sell
3,288
-1,540
-32% -$218K 0.2% 65
2023
Q2 		$692K Sell
4,828
-229
-5% -$32.6K 0.26% 59
2023
Q1 		$716K Buy
5,057
+1,260
+33% +$179K 0.3% 52
2022
Q4 		$536K Sell
3,797
-554
-13% -$77.4K 0.22% 67
2022
Q3 		$622K Buy
+4,351
New +$535K 0.26% 61

Other funds holding RGA

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return