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Morton Brown Family Wealth’s Reinsurance Group of America RGA Stock Holding History

Morton Brown Family 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
2023
Q2 		– Sell
-14
Closed -$1.86K – 264
2023
Q1 		$1.86K Buy
+14
New +$1.98K ﹤0.01% 203

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Morton Brown Family Wealth's RGA Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Reinsurance Group of America (RGA) in Q2 2023, closing a stake of 14 shares — an estimated $1.86K sold.

Morton Brown Family Wealth first reported a position in RGA in Q1 2023 and held it in 1 quarter. The position peaked at $1.86K in Q1 2023. 479 funds tracked by Wall St. Rank hold RGA as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Reinsurance Group of America position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 14 Reinsurance Group of America shares in Q2 2023, an estimated $1.86K.
  • Morton Brown Family Wealth first reported a position in Reinsurance Group of America in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Reinsurance Group of America position peaked at $1.86K in Q1 2023.
  • 479 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.