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

Venturi 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 		$442K Buy
2,079
+127
+7% +$26.5K 0.02% 408
2026
Q1 		$399K Sell
1,952
-192
-9% -$39.7K 0.02% 404
2025
Q4 		$436K Hold
2,144
– – 0.02% 380
2025
Q3 		$412K Sell
2,144
-181
-8% -$34.6K 0.02% 380
2025
Q2 		$461K Buy
2,325
+44
+2% +$8.59K 0.02% 339
2025
Q1 		$449K Sell
2,281
-68
-3% -$14.1K 0.02% 347
2024
Q4 		$502K Buy
2,349
+2,126
+953% +$464K 0.02% 332
2024
Q3 		$48.6K Buy
223
+35
+19% +$7.44K ﹤0.01% 776
2024
Q2 		$38.6K Buy
188
+126
+203% +$25.2K ﹤0.01% 745
2024
Q1 		$12K Buy
62
+12
+24% +$2.09K ﹤0.01% 884
2023
Q4 		$8.09K Buy
50
+18
+56% +$2.8K ﹤0.01% 924
2023
Q3 		$4.65K Buy
+32
New +$4.53K ﹤0.01% 1001

Other funds holding RGA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Venturi Wealth Management's RGA Position: Q2 2026 in Review

Venturi Wealth Management increased its Reinsurance Group of America (RGA) stake by 6.5% in Q2 2026, buying an estimated $26.5K and bringing the position to 2,079 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #408.

Venturi Wealth Management first reported a position in RGA in Q3 2023 and has held it in 12 quarters since. The position peaked at $502K in Q4 2024. 91 funds tracked by Wall St. Rank hold RGA as of Q2 2026.

  • Venturi Wealth Management held 2,079 shares of Reinsurance Group of America worth $442K as of Q2 2026.
  • Venturi Wealth Management bought 127 Reinsurance Group of America shares in Q2 2026, an estimated $26.5K.
  • Reinsurance Group of America made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #408 holding.
  • Venturi Wealth Management first reported a position in Reinsurance Group of America in Q3 2023 and has held it in 12 quarters since.
  • Venturi Wealth Management's Reinsurance Group of America position peaked at $502K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.