Mosaic Family Wealth Partners’s Reinsurance Group of America RGA Stock Holding History

Mosaic Family Wealth Partners’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
2026 Q1	$4.57M	Buy	22,406 +1,011	+5%	+$209K	0.47%	31
2025 Q4	$4.35M	Sell	21,395 -3	-0%	-$580	0.48%	31
2025 Q3	$4.06M	Buy	21,398 +4	+0%	+$766	0.48%	29
2025 Q2	$4.24M	Buy	21,394 +1	+0%	+$195	0.54%	25
2025 Q1	$4.21M	Sell	21,393 -893	-4%	-$185K	0.6%	21
2024 Q4	$4.76M	Buy	22,286 +1,951	+10%	+$425K	0.69%	22
2024 Q3	$4.43M	Sell	20,335 -1,495	-7%	-$318K	0.66%	23
2024 Q2	$4.48M	Hold	21,830	–	–	0.72%	20
2024 Q1	$4.21M	Buy	21,830 +1,644	+8%	+$287K	0.69%	20
2023 Q4	$3.27M	Buy	20,186 +3	+0%	+$467	0.56%	28
2023 Q3	$2.93M	Buy	20,183 +1	+0%	+$142	0.59%	24
2023 Q2	$2.8M	Buy	20,182 +1,496	+8%	+$213K	0.55%	26
2023 Q1	$2.48M	Buy	18,686 +1,442	+8%	+$204K	0.52%	26
2022 Q4	$2.45M	Buy	+17,244	New	+$2.41M	0.69%	25

Other funds holding RGA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mosaic Family Wealth Partners's RGA Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Reinsurance Group of America (RGA) stake by 4.7% in Q1 2026, buying an estimated $209K and bringing the position to 22,406 shares worth $4.57M. The position accounts for 0.47% of the portfolio, ranked #31.

Mosaic Family Wealth Partners first reported a position in RGA in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.76M in Q4 2024. 610 funds tracked by Wall St. Rank hold RGA as of Q1 2026.

Mosaic Family Wealth Partners held 22,406 shares of Reinsurance Group of America worth $4.57M as of Q1 2026.
Mosaic Family Wealth Partners bought 1,011 Reinsurance Group of America shares in Q1 2026, an estimated $209K.
Reinsurance Group of America made up 0.47% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #31 holding.
Mosaic Family Wealth Partners first reported a position in Reinsurance Group of America in Q4 2022 and has held it in 14 quarters since.
Mosaic Family Wealth Partners's Reinsurance Group of America position peaked at $4.76M in Q4 2024.
610 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.