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Lee Financial’s Reinsurance Group of America RGA Stock Holding History

Lee Financial’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
Q4 		– Sell
-3
Closed -$436 – 914
2023
Q3 		$436 Hold
3
– – ﹤0.01% 805
2023
Q2 		$417 Hold
3
– – ﹤0.01% 751
2023
Q1 		$399 Sell
3
-10
-77% -$1.42K ﹤0.01% 761
2022
Q4 		$1.85K Buy
+13
New +$1.81K ﹤0.01% 712

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Lee Financial's RGA Position: Q4 2023 in Review

Lee Financial sold out of Reinsurance Group of America (RGA) in Q4 2023, closing a stake of 3 shares — an estimated $436 sold.

Lee Financial first reported a position in RGA in Q4 2022 and held it in 4 quarters. The position peaked at $1.85K in Q4 2022. 513 funds tracked by Wall St. Rank hold RGA as of Q4 2023.

  • Lee Financial reported no remaining Reinsurance Group of America position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 3 Reinsurance Group of America shares in Q4 2023, an estimated $436.
  • Lee Financial first reported a position in Reinsurance Group of America in Q4 2022 and held it in 4 quarters.
  • Lee Financial's Reinsurance Group of America position peaked at $1.85K in Q4 2022.
  • 513 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.