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Root Financial Partners’s Reinsurance Group of America RGA Stock Holding History

Root Financial 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 		$91.3K Buy
447
+240
+116% +$49.6K ﹤0.01% 604
2025
Q4 		$42.1K Buy
207
+37
+22% +$7.16K ﹤0.01% 789
2025
Q3 		$32.7K Buy
+170
New +$32.5K ﹤0.01% 850

Other funds holding RGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
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
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Root Financial Partners's RGA Position: Q1 2026 in Review

Root Financial Partners increased its Reinsurance Group of America (RGA) stake by 116% in Q1 2026, buying an estimated $49.6K and bringing the position to 447 shares worth $91.3K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Root Financial Partners first reported a position in RGA in Q3 2025 and has held it in 3 quarters since. 611 funds tracked by Wall St. Rank hold RGA as of Q1 2026.

  • Root Financial Partners held 447 shares of Reinsurance Group of America worth $91.3K as of Q1 2026.
  • Root Financial Partners bought 240 Reinsurance Group of America shares in Q1 2026, an estimated $49.6K.
  • Reinsurance Group of America made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #604 holding.
  • Root Financial Partners first reported a position in Reinsurance Group of America in Q3 2025 and has held it in 3 quarters since.
  • 611 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.