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Daymark Wealth Partners’s Reinsurance Group of America RGA Stock Holding History

Daymark Wealth Partners’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
Q4 		– Sell
-983
Closed -$214K – 519
2024
Q3 		$214K Sell
983
-9
-0.9% -$1.91K 0.01% 492
2024
Q2 		$204K Buy
+992
New +$198K 0.01% 480

Other funds holding RGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Daymark Wealth Partners's RGA Position: Q4 2024 in Review

Daymark Wealth Partners sold out of Reinsurance Group of America (RGA) in Q4 2024, closing a stake of 983 shares — an estimated $214K sold.

Daymark Wealth Partners first reported a position in RGA in Q2 2024 and held it in 2 quarters. The position peaked at $214K in Q3 2024. 625 funds tracked by Wall St. Rank hold RGA as of Q4 2024.

  • Daymark Wealth Partners reported no remaining Reinsurance Group of America position as of Q4 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 983 Reinsurance Group of America shares in Q4 2024, an estimated $214K.
  • Daymark Wealth Partners first reported a position in Reinsurance Group of America in Q2 2024 and held it in 2 quarters.
  • Daymark Wealth Partners's Reinsurance Group of America position peaked at $214K in Q3 2024.
  • 625 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.