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Institute for Wealth Management’s Reinsurance Group of America RGA Stock Holding History

Institute for Wealth 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
Q2 		$130K Buy
+613
New +$128K 0.01% 621
2025
Q3 		– Sell
-1,042
Closed -$207K – 601
2025
Q2 		$207K Sell
1,042
-32
-3% -$6.25K 0.02% 532
2025
Q1 		$211K Sell
1,074
-354
-25% -$73.4K 0.03% 494
2024
Q4 		$305K Hold
1,428
– – 0.04% 395
2024
Q3 		$311K Buy
1,428
+48
+3% +$10.2K 0.04% 408
2024
Q2 		$283K Sell
1,380
-102
-7% -$20.4K 0.04% 397
2024
Q1 		$286K Buy
+1,482
New +$259K 0.04% 404

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's RGA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Reinsurance Group of America (RGA) in Q2 2026: 613 shares worth $130K. The stake represents 0.01% of the portfolio and ranks #621 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in RGA as recently as Q2 2025.

Institute for Wealth Management first reported a position in RGA in Q1 2024 and has held it in 7 quarters since. The position peaked at $311K in Q3 2024. 633 funds tracked by Wall St. Rank hold RGA as of Q2 2026.

  • Institute for Wealth Management held 613 shares of Reinsurance Group of America worth $130K as of Q2 2026.
  • Reinsurance Group of America was a new Institute for Wealth Management position in Q2 2026.
  • Reinsurance Group of America made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #621 holding.
  • Institute for Wealth Management first reported a position in Reinsurance Group of America in Q1 2024 and has held it in 7 quarters since.
  • Institute for Wealth Management's Reinsurance Group of America position peaked at $311K in Q3 2024.
  • 633 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.