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Waverly Advisors’s Reinsurance Group of America RGA Stock Holding History

Waverly 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
Q1 		$355K Buy
1,738
+309
+22% +$63.9K ﹤0.01% 1232
2025
Q4 		$291K Buy
+1,429
New +$276K ﹤0.01% 1219
2014
Q1 		– Sell
-100
Closed -$8K – 809
2013
Q4 		$8K Hold
100
– – ﹤0.01% 590
2013
Q3 		$7K Buy
+100
New +$6.75K ﹤0.01% 469

Other funds holding RGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Waverly Advisors's RGA Position: Q1 2026 in Review

Waverly Advisors increased its Reinsurance Group of America (RGA) stake by 22% in Q1 2026, buying an estimated $63.9K and bringing the position to 1,738 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Waverly Advisors first reported a position in RGA in Q3 2013 and has held it in 4 quarters since. 610 funds tracked by Wall St. Rank hold RGA as of Q1 2026.

  • Waverly Advisors held 1,738 shares of Reinsurance Group of America worth $355K as of Q1 2026.
  • Waverly Advisors bought 309 Reinsurance Group of America shares in Q1 2026, an estimated $63.9K.
  • Reinsurance Group of America made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1232 holding.
  • Waverly Advisors first reported a position in Reinsurance Group of America in Q3 2013 and has held it in 4 quarters since.
  • 610 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.