Impact Partnership Wealth’s Reinsurance Group of America RGA Stock Holding History

Impact Partnership Wealth’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	-1,536	Closed	-$335K	–	327
2024 Q3	$335K	Buy	+1,536	New	+$327K	0.08%	157
2024 Q2	–	Sell	-1,647	Closed	-$318K	–	575
2024 Q1	$318K	Sell	1,647 -328	-17%	-$57.2K	0.13%	117
2023 Q4	$320K	Buy	1,975 +813	+70%	+$127K	0.12%	114
2023 Q3	$169K	Buy	+1,162	New	+$165K	0.05%	208

Other funds holding RGA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return