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Heritage Wealth Advisors’s Reinsurance Group of America RGA Stock Holding History

Heritage Wealth Advisors’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 		$6.8K Hold
32
– – ﹤0.01% 549
2026
Q1 		$6.53K Hold
32
– – ﹤0.01% 549
2025
Q4 		$6.51K Hold
32
– – ﹤0.01% 482
2025
Q3 		$6.15K Hold
32
– – ﹤0.01% 460
2025
Q2 		$6.35K Hold
32
– – ﹤0.01% 450
2025
Q1 		$6.3K Hold
32
– – ﹤0.01% 441
2024
Q4 		$6.84K Hold
32
– – ﹤0.01% 469
2024
Q3 		$6.97K Hold
32
– – ﹤0.01% 464
2024
Q2 		$6.57K Hold
32
– – ﹤0.01% 440
2024
Q1 		$6.17K Hold
32
– – ﹤0.01% 463
2023
Q4 		$5.18K Hold
32
– – ﹤0.01% 478
2023
Q3 		$4.65K Hold
32
– – ﹤0.01% 438
2023
Q2 		$4.44K Hold
32
– – ﹤0.01% 474
2023
Q1 		$4.25K Hold
32
– – ﹤0.01% 481
2022
Q4 		$4.55K Hold
32
– – ﹤0.01% 480
2022
Q3 		$4.03K Sell
32
-59
-65% -$7.25K ﹤0.01% 458
2022
Q2 		$11K Hold
91
– – ﹤0.01% 459
2022
Q1 		$10K Hold
91
– – ﹤0.01% 440
2021
Q4 		$10K Hold
91
– – ﹤0.01% 453
2021
Q3 		$10.1K Hold
91
– – ﹤0.01% 438
2021
Q2 		$10.4K Hold
91
– – ﹤0.01% 448
2021
Q1 		$11.5K Hold
91
– – ﹤0.01% 458
2020
Q4 		$11K Hold
91
– – ﹤0.01% 447
2020
Q3 		$8.66K Hold
91
– – ﹤0.01% 400
2020
Q2 		$7.14K Hold
91
– – ﹤0.01% 393
2020
Q1 		$7.66K Hold
91
– – ﹤0.01% 384
2019
Q4 		$14.8K Hold
91
– – ﹤0.01% 397
2019
Q3 		$14K Buy
91
+32
+54% +$4.96K ﹤0.01% 373
2019
Q2 		$9.21K Buy
+59
New +$8.83K ﹤0.01% 397

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

Heritage Wealth Advisors's RGA Position: Q2 2026 in Review

Heritage Wealth Advisors held its Reinsurance Group of America (RGA) position steady in Q2 2026 at 32 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Heritage Wealth Advisors first reported a position in RGA in Q2 2019 and has held it in 29 quarters since. The position peaked at $14.8K in Q4 2019. 632 funds tracked by Wall St. Rank hold RGA as of Q2 2026.

  • Heritage Wealth Advisors held 32 shares of Reinsurance Group of America worth $6.8K as of Q2 2026.
  • Heritage Wealth Advisors left its Reinsurance Group of America share count unchanged in Q2 2026.
  • Reinsurance Group of America made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #549 holding.
  • Heritage Wealth Advisors first reported a position in Reinsurance Group of America in Q2 2019 and has held it in 29 quarters since.
  • Heritage Wealth Advisors's Reinsurance Group of America position peaked at $14.8K in Q4 2019.
  • 632 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.