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

EP 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
2025 Q2	$208K	Buy	+1,047	New	+$204K	﹤0.01%	1234

Other funds holding RGA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's RGA Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Reinsurance Group of America (RGA) in Q2 2025: 1,047 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1234 among its holdings.

618 funds tracked by Wall St. Rank hold RGA as of Q2 2025.

EP Wealth Advisors held 1,047 shares of Reinsurance Group of America worth $208K as of Q2 2025.
Reinsurance Group of America was a new EP Wealth Advisors position in Q2 2025.
Reinsurance Group of America made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1234 holding.
618 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.