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Montag & Associates’s Reinsurance Group of America RGA Stock Holding History

Montag & Associates’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
Q4 		– Sell
-16
Closed -$3.08K – 1124
2025
Q3 		$3.08K Buy
+16
New +$3.06K ﹤0.01% 863

Other funds holding RGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Montag & Associates's RGA Position: Q4 2025 in Review

Montag & Associates sold out of Reinsurance Group of America (RGA) in Q4 2025, closing a stake of 16 shares — an estimated $3.08K sold.

Montag & Associates first reported a position in RGA in Q3 2025 and held it in 1 quarter. The position peaked at $3.08K in Q3 2025. 605 funds tracked by Wall St. Rank hold RGA as of Q4 2025.

  • Montag & Associates reported no remaining Reinsurance Group of America position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 16 Reinsurance Group of America shares in Q4 2025, an estimated $3.08K.
  • Montag & Associates first reported a position in Reinsurance Group of America in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Reinsurance Group of America position peaked at $3.08K in Q3 2025.
  • 605 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.