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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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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. 616 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.
  • 616 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.