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Roehl & Yi Investment Advisors’s Reinsurance Group of America RGA Stock Holding History

Roehl & Yi Investment 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 		$765K Buy
3,597
+428
+14% +$89.3K 0.25% 84
2026
Q1 		$647K Buy
3,169
+55
+2% +$11.4K 0.24% 85
2025
Q4 		$634K Buy
3,114
+52
+2% +$10.1K 0.25% 82
2025
Q3 		$588K Sell
3,062
-35
-1% -$6.7K 0.26% 82
2025
Q2 		$614K Hold
3,097
– – 0.31% 74
2025
Q1 		$610K Buy
3,097
+16
+0.5% +$3.32K 0.33% 72
2024
Q4 		$658K Buy
+3,081
New +$672K 0.36% 64

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

Roehl & Yi Investment Advisors's RGA Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Reinsurance Group of America (RGA) stake by 14% in Q2 2026, buying an estimated $89.3K and bringing the position to 3,597 shares worth $765K. The position accounts for 0.25% of the portfolio, ranked #84.

Roehl & Yi Investment Advisors first reported a position in RGA in Q4 2024 and has held it in 7 quarters since. 628 funds tracked by Wall St. Rank hold RGA as of Q2 2026.

  • Roehl & Yi Investment Advisors held 3,597 shares of Reinsurance Group of America worth $765K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 428 Reinsurance Group of America shares in Q2 2026, an estimated $89.3K.
  • Reinsurance Group of America made up 0.25% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • Roehl & Yi Investment Advisors first reported a position in Reinsurance Group of America in Q4 2024 and has held it in 7 quarters since.
  • 628 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.