INVST’s Reinsurance Group of America RGA Stock Holding History

INVST’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 Q1	–	Sell	-1,030	Closed	-$220K	–	320
2024 Q4	$220K	Sell	1,030 -20	-2%	-$4.36K	0.03%	235
2024 Q3	$229K	Buy	+1,050	New	+$223K	0.03%	227

Other funds holding RGA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

INVST's RGA Position: Q1 2025 in Review

INVST sold out of Reinsurance Group of America (RGA) in Q1 2025, closing a stake of 1,030 shares — an estimated $220K sold.

INVST first reported a position in RGA in Q3 2024 and held it in 2 quarters. The position peaked at $229K in Q3 2024. 632 funds tracked by Wall St. Rank hold RGA as of Q1 2025.

INVST reported no remaining Reinsurance Group of America position as of Q1 2025 after selling out during the quarter.
INVST sold 1,030 Reinsurance Group of America shares in Q1 2025, an estimated $220K.
INVST first reported a position in Reinsurance Group of America in Q3 2024 and held it in 2 quarters.
INVST's Reinsurance Group of America position peaked at $229K in Q3 2024.
632 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.