Forum Financial Management’s Reinsurance Group of America RGA Stock Holding History

Forum Financial 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 Q1	–	Sell	-1,988	Closed	-$404K	–	839
2025 Q4	$404K	Sell	1,988 -3	-0.2%	-$580	0.01%	594
2025 Q3	$383K	Hold	1,991	–	–	0.01%	595
2025 Q2	$395K	Buy	1,991 +155	+8%	+$30.3K	0.01%	514
2025 Q1	$362K	Hold	1,836	–	–	0.01%	496
2024 Q4	$392K	Buy	1,836 +129	+8%	+$28.1K	0.01%	489
2024 Q3	$372K	Buy	1,707 +1	+0.1%	+$213	0.01%	428
2024 Q2	$350K	Buy	1,706 +3	+0.2%	+$599	0.01%	420
2024 Q1	$328K	Hold	1,703	–	–	0.01%	461
2023 Q4	$276K	Hold	1,703	–	–	0.01%	493
2023 Q3	$247K	Hold	1,703	–	–	0.01%	491
2023 Q2	$236K	Hold	1,703	–	–	0.01%	534
2023 Q1	$226K	Hold	1,703	–	–	0.01%	505
2022 Q4	$242K	Sell	1,703 -30	-2%	-$4.19K	0.01%	471
2022 Q3	$218K	Hold	1,733	–	–	0.01%	471
2022 Q2	$203K	Buy	+1,733	New	+$201K	0.01%	523

Other funds holding RGA

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Forum Financial Management's RGA Position: Q1 2026 in Review

Forum Financial Management sold out of Reinsurance Group of America (RGA) in Q1 2026, closing a stake of 1,988 shares — an estimated $404K sold.

Forum Financial Management first reported a position in RGA in Q2 2022 and held it in 15 quarters. The position peaked at $404K in Q4 2025. 610 funds tracked by Wall St. Rank hold RGA as of Q1 2026.

Forum Financial Management reported no remaining Reinsurance Group of America position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,988 Reinsurance Group of America shares in Q1 2026, an estimated $404K.
Forum Financial Management first reported a position in Reinsurance Group of America in Q2 2022 and held it in 15 quarters.
Forum Financial Management's Reinsurance Group of America position peaked at $404K in Q4 2025.
610 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.