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

Sugarloaf Wealth 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
2024 Q4	$31.4K	Hold	147	–	–	0.01%	347
2024 Q3	$32K	Hold	147	–	–	0.01%	355
2024 Q2	$30.2K	Hold	147	–	–	0.01%	345
2024 Q1	$28.4K	Hold	147	–	–	0.01%	361
2023 Q4	$23.8K	Hold	147	–	–	0.01%	374
2023 Q3	$21.3K	Hold	147	–	–	0.01%	377
2023 Q2	$20.4K	Hold	147	–	–	﹤0.01%	386
2023 Q1	$19.5K	Hold	147	–	–	﹤0.01%	393
2022 Q4	$20.9K	Hold	147	–	–	0.01%	402
2022 Q3	$19K	Hold	147	–	–	﹤0.01%	429
2022 Q2	$17K	Hold	147	–	–	﹤0.01%	441
2022 Q1	$16K	Hold	147	–	–	﹤0.01%	440
2021 Q4	$16K	Hold	147	–	–	﹤0.01%	460
2021 Q3	$16K	Hold	147	–	–	﹤0.01%	470
2021 Q2	$17K	Hold	147	–	–	﹤0.01%	442
2021 Q1	$19	Hold	147	–	–	0.01%	419
2020 Q4	$17K	Hold	147	–	–	0.01%	412
2020 Q3	$14K	Hold	147	–	–	0.01%	416
2020 Q2	$12K	Hold	147	–	–	﹤0.01%	427
2020 Q1	$12K	Hold	147	–	–	0.01%	411
2019 Q4	$23K	Buy	+147	New	+$23.8K	0.01%	354

Other funds holding RGA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sugarloaf Wealth Management's RGA Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Reinsurance Group of America (RGA) position steady in Q4 2024 at 147 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #347.

Sugarloaf Wealth Management first reported a position in RGA in Q4 2019 and has held it in 21 quarters since. The position peaked at $32K in Q3 2024. 624 funds tracked by Wall St. Rank hold RGA as of Q4 2024.

Sugarloaf Wealth Management held 147 shares of Reinsurance Group of America worth $31.4K as of Q4 2024.
Sugarloaf Wealth Management left its Reinsurance Group of America share count unchanged in Q4 2024.
Reinsurance Group of America made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #347 holding.
Sugarloaf Wealth Management first reported a position in Reinsurance Group of America in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Reinsurance Group of America position peaked at $32K in Q3 2024.
624 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.