Root Financial Partners
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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
Q3 		$136K Buy
+552
New +$134K ﹤0.01% 590
2026
Q2 		– Sell
-447
Closed -$91.3K – 2545
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's RGA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Reinsurance Group of America (RGA) in Q3 2026: 552 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RGA as recently as Q1 2026.

Root Financial Partners first reported a position in RGA in Q3 2025 and has held it in 4 quarters since. 540 funds tracked by Wall St. Rank hold RGA as of Q3 2026.

  • Root Financial Partners held 552 shares of Reinsurance Group of America worth $136K as of Q3 2026.
  • Reinsurance Group of America was a new Root Financial Partners position in Q3 2026.
  • Reinsurance Group of America made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #590 holding.
  • Root Financial Partners first reported a position in Reinsurance Group of America in Q3 2025 and has held it in 4 quarters since.
  • 540 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.