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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's RGA Position: Q2 2026 in Review

Root Financial Partners sold out of Reinsurance Group of America (RGA) in Q2 2026, closing a stake of 447 shares — an estimated $91.3K sold.

Root Financial Partners first reported a position in RGA in Q3 2025 and held it in 3 quarters. The position peaked at $91.3K in Q1 2026. 632 funds tracked by Wall St. Rank hold RGA as of Q2 2026.

  • Root Financial Partners reported no remaining Reinsurance Group of America position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 447 Reinsurance Group of America shares in Q2 2026, an estimated $91.3K.
  • Root Financial Partners first reported a position in Reinsurance Group of America in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Reinsurance Group of America position peaked at $91.3K in Q1 2026.
  • 632 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.