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Carolinas Wealth Consulting’s Reinsurance Group of America RGA Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-19
Closed -$3.74K – 740
2025
Q1 		$3.74K Hold
19
– – ﹤0.01% 656
2024
Q4 		$4.06K Sell
19
-3
-14% -$654 ﹤0.01% 677
2024
Q3 		$4.79K Hold
22
– – ﹤0.01% 668
2024
Q2 		$4.52K Sell
22
-4
-15% -$799 ﹤0.01% 666
2024
Q1 		$5.01K Sell
26
-1
-4% -$174 ﹤0.01% 644
2023
Q4 		$4.37K Sell
27
-1
-4% -$156 ﹤0.01% 638
2023
Q3 		$4.18K Sell
28
-1
-3% -$142 ﹤0.01% 633
2023
Q2 		$4.02K Sell
29
-4
-12% -$569 ﹤0.01% 710
2023
Q1 		$4.38K Hold
33
– – ﹤0.01% 713
2022
Q4 		$4.69K Sell
33
-2
-6% -$279 ﹤0.01% 701
2022
Q3 		$4K Hold
35
– – ﹤0.01% 690
2022
Q2 		$4K Hold
35
– – ﹤0.01% 692
2022
Q1 		$4K Buy
35
+11
+46% +$1.22K ﹤0.01% 731
2021
Q4 		$3K Hold
24
– – ﹤0.01% 789
2021
Q3 		$3K Hold
24
– – ﹤0.01% 754
2021
Q2 		$3K Sell
24
-1
-4% -$126 ﹤0.01% 773
2021
Q1 		$3K Buy
25
+1
+4% +$119 ﹤0.01% 780
2020
Q4 		$3K Sell
24
-5
-17% -$558 ﹤0.01% 713
2020
Q3 		$3K Buy
+29
New +$2.61K ﹤0.01% 654

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carolinas Wealth Consulting's RGA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Reinsurance Group of America (RGA) in Q2 2025, closing a stake of 19 shares — an estimated $3.74K sold.

Carolinas Wealth Consulting first reported a position in RGA in Q3 2020 and held it in 19 quarters. The position peaked at $5.01K in Q1 2024. 620 funds tracked by Wall St. Rank hold RGA as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Reinsurance Group of America position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 19 Reinsurance Group of America shares in Q2 2025, an estimated $3.74K.
  • Carolinas Wealth Consulting first reported a position in Reinsurance Group of America in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Reinsurance Group of America position peaked at $5.01K in Q1 2024.
  • 620 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.