Institute for Wealth Management, LLC.
Position in RGA — Reinsurance Group Of America Inc
CIK 1533954
DENVER, CO
Position in RGA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$130,354
-$76,337 QoQ
Shares Held
613
-41.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#474
of 631 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RGA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $190,368 across 2 Insurance - Reinsurance names. RGA ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGA |
Reinsurance Group Of America Inc
This page
|
613 | $130,354 | |
| 2 | EG |
Everest Group, Ltd.
|
168 | $60,014 |
All Filings in RGA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,354 | 613 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $206,691 | 1,042 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $211,470 | 1,074 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $305,063 | 1,428 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $311,118 | 1,428 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $283,272 | 1,380 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $285,848 | 1,482 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||