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Smallwood Wealth Investment Management’s Reinsurance Group of America RGA Stock Holding History

Smallwood Wealth Investment 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
Q3 		– Sell
-6
Closed -$1.19K – 573
2025
Q2 		$1.19K Buy
+6
New +$1.17K ﹤0.01% 439

Other funds holding RGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smallwood Wealth Investment Management's RGA Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Reinsurance Group of America (RGA) in Q3 2025, closing a stake of 6 shares — an estimated $1.19K sold.

Smallwood Wealth Investment Management first reported a position in RGA in Q2 2025 and held it in 1 quarter. The position peaked at $1.19K in Q2 2025. 578 funds tracked by Wall St. Rank hold RGA as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Reinsurance Group of America position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 6 Reinsurance Group of America shares in Q3 2025, an estimated $1.19K.
  • Smallwood Wealth Investment Management first reported a position in Reinsurance Group of America in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Reinsurance Group of America position peaked at $1.19K in Q2 2025.
  • 578 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.