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 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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

MCP

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Baron Wealth Management's RGA Position: Q2 2026 in Review

Baron Wealth Management increased its Reinsurance Group of America (RGA) stake by 0.18% in Q2 2026, buying an estimated $417 and bringing the position to 1,088 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #257.

Baron Wealth Management first reported a position in RGA in Q1 2024 and has held it in 9 quarters since. The position peaked at $324K in Q3 2024. 67 funds tracked by Wall St. Rank hold RGA as of Q2 2026.

Baron Wealth Management held 1,088 shares of Reinsurance Group of America worth $231K as of Q2 2026.
Baron Wealth Management bought 2 Reinsurance Group of America shares in Q2 2026, an estimated $417.
Reinsurance Group of America made up 0.06% of Baron Wealth Management's portfolio in Q2 2026, its #257 holding.
Baron Wealth Management first reported a position in Reinsurance Group of America in Q1 2024 and has held it in 9 quarters since.
Baron Wealth Management's Reinsurance Group of America position peaked at $324K in Q3 2024.
67 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.