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Beverly Hills Private Wealth’s Reinsurance Group of America RGA Stock Holding History

Beverly Hills Private Wealth’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
-2,301
Closed -$470K – 340
2026
Q1 		$470K Sell
2,301
-176
-7% -$36.4K 0.08% 196
2025
Q4 		$504K Sell
2,477
-42
-2% -$8.12K 0.09% 177
2025
Q3 		$484K Sell
2,519
-81
-3% -$15.5K 0.09% 188
2025
Q2 		$516K Sell
2,600
-224
-8% -$43.7K 0.1% 172
2025
Q1 		$556K Buy
2,824
+20
+0.7% +$4.14K 0.11% 161
2024
Q4 		$599K Sell
2,804
-356
-11% -$77.6K 0.12% 151
2024
Q3 		$688K Sell
3,160
-518
-14% -$110K 0.14% 151
2024
Q2 		$755K Sell
3,678
-232
-6% -$46.3K 0.16% 136
2024
Q1 		$754K Sell
3,910
-303
-7% -$52.9K 0.17% 130
2023
Q4 		$682K Sell
4,213
-350
-8% -$54.5K 0.18% 126
2023
Q3 		$663K Sell
4,563
-4,679
-51% -$663K 0.2% 113
2023
Q2 		$1.3M Buy
9,242
+4,744
+105% +$674K 0.21% 107
2023
Q1 		$597K Buy
4,498
+731
+19% +$104K 0.19% 123
2022
Q4 		$535K Buy
+3,767
New +$526K 0.23% 105

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

Beverly Hills Private Wealth's RGA Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Reinsurance Group of America (RGA) in Q2 2026, closing a stake of 2,301 shares — an estimated $470K sold.

Beverly Hills Private Wealth first reported a position in RGA in Q4 2022 and held it in 14 quarters. The position peaked at $1.3M in Q2 2023. 630 funds tracked by Wall St. Rank hold RGA as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Reinsurance Group of America position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,301 Reinsurance Group of America shares in Q2 2026, an estimated $470K.
  • Beverly Hills Private Wealth first reported a position in Reinsurance Group of America in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Reinsurance Group of America position peaked at $1.3M in Q2 2023.
  • 630 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.