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Mount Lucas Management’s Reinsurance Group of America RGA Stock Holding History

Mount Lucas 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
2025
Q2 		– Sell
-2,223
Closed -$438K – 187
2025
Q1 		$438K Buy
2,223
+77
+4% +$16K 0.14% 125
2024
Q4 		$458K Sell
2,146
-446
-17% -$97.2K 0.16% 108
2024
Q3 		$565K Buy
2,592
+72
+3% +$15.3K 0.19% 121
2024
Q2 		$517K Buy
+2,520
New +$503K 0.15% 114

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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Lucas Management's RGA Position: Q2 2025 in Review

Mount Lucas Management sold out of Reinsurance Group of America (RGA) in Q2 2025, closing a stake of 2,223 shares — an estimated $438K sold.

Mount Lucas Management first reported a position in RGA in Q2 2024 and held it in 4 quarters. The position peaked at $565K in Q3 2024. 620 funds tracked by Wall St. Rank hold RGA as of Q2 2025.

  • Mount Lucas Management reported no remaining Reinsurance Group of America position as of Q2 2025 after selling out during the quarter.
  • Mount Lucas Management sold 2,223 Reinsurance Group of America shares in Q2 2025, an estimated $438K.
  • Mount Lucas Management first reported a position in Reinsurance Group of America in Q2 2024 and held it in 4 quarters.
  • Mount Lucas Management's Reinsurance Group of America position peaked at $565K in Q3 2024.
  • 620 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2025.

Based on Mount Lucas Management's 13F filing for Q2 2025, filed 11 Aug 2025.