Clearstead Trust
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Clearstead Trust’s Reinsurance Group of America RGA Stock Holding History

Clearstead Trust’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
2026
Q3 		$8.62K Hold
35
– – ﹤0.01% 699
2026
Q2 		$7.44K Sell
35
-6
-15% -$1.25K ﹤0.01% 691
2026
Q1 		$8.37K Buy
41
+30
+273% +$6.2K ﹤0.01% 630
2025
Q4 		$2.24K Hold
11
– – ﹤0.01% 886
2025
Q3 		$2.11K Sell
11
-28
-72% -$5.36K ﹤0.01% 974
2025
Q2 		$7.74K Sell
39
-10
-20% -$1.95K ﹤0.01% 649
2025
Q1 		$9.6K Buy
+49
New +$10.2K ﹤0.01% 474

Other funds holding RGA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Clearstead Trust's RGA Position: Q3 2026 in Review

Clearstead Trust held its Reinsurance Group of America (RGA) position steady in Q3 2026 at 35 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Clearstead Trust first reported a position in RGA in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.6K in Q1 2025. 462 funds tracked by Wall St. Rank hold RGA as of Q3 2026.

  • Clearstead Trust held 35 shares of Reinsurance Group of America worth $8.62K as of Q3 2026.
  • Clearstead Trust left its Reinsurance Group of America share count unchanged in Q3 2026.
  • Reinsurance Group of America made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #699 holding.
  • Clearstead Trust first reported a position in Reinsurance Group of America in Q1 2025 and has held it in 7 quarters since.
  • Clearstead Trust's Reinsurance Group of America position peaked at $9.6K in Q1 2025.
  • 462 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2026.

Based on Clearstead Trust's 13F filing for Q3 2026, filed 6 Nov 2026.