Elevation Wealth Partners’s Reinsurance Group of America RGA Stock Holding History

Elevation Wealth Partners’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	$149K	Buy	702 +61	+10%	+$12.7K	0.04%	161
2026 Q1	$131K	Buy	641 +3	+0.5%	+$620	0.05%	150
2025 Q4	$130K	Buy	638 +19	+3%	+$3.67K	0.05%	147
2025 Q3	$119K	Buy	619 +3	+0.5%	+$574	0.04%	159
2025 Q2	$122K	Buy	616 +3	+0.5%	+$586	0.05%	154
2025 Q1	$121K	Buy	613 +3	+0.5%	+$622	0.05%	147
2024 Q4	$130K	Buy	610 +2	+0.3%	+$436	0.06%	142
2024 Q3	$132K	Buy	608 +3	+0.5%	+$638	0.06%	140
2024 Q2	$124K	Buy	605 +2	+0.3%	+$400	0.06%	139
2024 Q1	$116K	Buy	603 +3	+0.5%	+$523	0.06%	142
2023 Q4	$87.1K	Hold	600	–	–	0.05%	163
2023 Q3	$87.1K	Hold	600	–	–	0.08%	105
2023 Q2	$83.2K	Hold	600	–	–	0.07%	116
2023 Q1	$79.7K	Buy	+600	New	+$85K	0.07%	121

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

MCP

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

Elevation Wealth Partners's RGA Position: Q2 2026 in Review

Elevation Wealth Partners increased its Reinsurance Group of America (RGA) stake by 9.5% in Q2 2026, buying an estimated $12.7K and bringing the position to 702 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #161.

Elevation Wealth Partners first reported a position in RGA in Q1 2023 and has held it in 14 quarters since. 166 funds tracked by Wall St. Rank hold RGA as of Q2 2026.

Elevation Wealth Partners held 702 shares of Reinsurance Group of America worth $149K as of Q2 2026.
Elevation Wealth Partners bought 61 Reinsurance Group of America shares in Q2 2026, an estimated $12.7K.
Reinsurance Group of America made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #161 holding.
Elevation Wealth Partners first reported a position in Reinsurance Group of America in Q1 2023 and has held it in 14 quarters since.
166 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.