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

Baron 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
2026 Q3	$275K	Buy	1,118 +30	+3%	+$7.26K	0.07%	214
2026 Q2	$231K	Buy	1,088 +2	+0.2%	+$417	0.06%	257
2026 Q1	$222K	Buy	1,086 +31	+3%	+$6.41K	0.07%	240
2025 Q4	$215K	Buy	+1,055	New	+$204K	0.07%	225
2025 Q3	–	Sell	-1,071	Closed	-$212K	–	265
2025 Q2	$212K	Sell	1,071 -73	-6%	-$14.3K	0.08%	214
2025 Q1	$225K	Sell	1,144 -286	-20%	-$59.3K	0.1%	173
2024 Q4	$306K	Sell	1,430 -55	-4%	-$12K	0.14%	119
2024 Q3	$324K	Buy	1,485 +64	+5%	+$13.6K	0.16%	112
2024 Q2	$292K	Buy	1,421 +195	+16%	+$39K	0.15%	115
2024 Q1	$236K	Buy	+1,226	New	+$214K	0.13%	146

Other funds holding RGA

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Vaughan David Investments Peoria, Illinois $4.96B AUM 16.36% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

Baron Wealth Management's RGA Position: Q3 2026 in Review

Baron Wealth Management increased its Reinsurance Group of America (RGA) stake by 2.8% in Q3 2026, buying an estimated $7.26K and bringing the position to 1,118 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #214.

Baron Wealth Management first reported a position in RGA in Q1 2024 and has held it in 10 quarters since. The position peaked at $324K in Q3 2024. 301 funds tracked by Wall St. Rank hold RGA as of Q3 2026.

Baron Wealth Management held 1,118 shares of Reinsurance Group of America worth $275K as of Q3 2026.
Baron Wealth Management bought 30 Reinsurance Group of America shares in Q3 2026, an estimated $7.26K.
Reinsurance Group of America made up 0.07% of Baron Wealth Management's portfolio in Q3 2026, its #214 holding.
Baron Wealth Management first reported a position in Reinsurance Group of America in Q1 2024 and has held it in 10 quarters since.
Baron Wealth Management's Reinsurance Group of America position peaked at $324K in Q3 2024.
301 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.