KWM
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Kingsview Wealth Management’s Reinsurance Group of America RGA Stock Holding History

Kingsview Wealth Management’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
2023
Q2 		– Sell
-8,234
Closed -$1.09M – 967
2023
Q1 		$1.09M Buy
8,234
+4,207
+104% +$596K 0.05% 373
2022
Q4 		$572K Buy
4,027
+503
+14% +$70.2K 0.02% 473
2022
Q3 		$443K Buy
+3,524
New +$433K 0.02% 529
2021
Q2 		– Sell
-6,163
Closed -$785K – 997
2021
Q1 		$785K Buy
+6,163
New +$733K 0.04% 397

Other funds holding RGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return