Public record / Tickers / RGA

RGA — REINSURANCE GROUP OF AMERICA INC

Both disclosure regimes on one name: who in Congress filed about RGA, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
7
all PTR rows naming RGA
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-06
filed 2024-09-06
13F holders
403
top-403 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Sara Jacobs · $15.0K–$50.0K

Sale · traded 2021-04-09 → filed 2021-05-28. Ranked over every RGA row by the provable lower bound, never a point estimate.

No member disclosed RGA in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated RGA rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING RGA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning RGA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-09-06John James R–MI-10SaleTraded 09-04 +2d$1K–$15K
2024-09-02John James R–MI-10PurchaseTraded 2023-11-10 LATE·297d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10SaleTraded 04-10 +39d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10PurchaseTraded 03-01 LATE·47d$1K–$15K
2021-05-28Sara Jacobs D–CA-51SaleTraded 04-09 LATE·49d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in RGA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed RGA in the trailing 12 months.

Congress ↔ notable managers · RGA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · REINSURANCE GROUP AMER INC

Merged timeline of congressional filings and notable-manager moves on RGA
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+138,133 sh
2026-05-15Bridgewater Associates 13Fnew+100,237 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of RGA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2FMR LLC$1.2B1
3HARRIS ASSOCIATES L P$990M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$715M1
5VANGUARD CAPITAL MANAGEMENT LLC$600M1
6WCM INVESTMENT MANAGEMENT, LLC$567M1
7STATE STREET CORP$463M1
8EARNEST PARTNERS LLC$463M1
9AQR CAPITAL MANAGEMENT LLC$380M1
10AMERICAN CENTURY COMPANIES INC$373M1
11MORGAN STANLEY$247M1
12BANK OF AMERICA CORP /DE/$241M1
13DIMENSIONAL FUND ADVISORS LP$228M1
14SEI INVESTMENTS CO$171M1
15HARDING LOEVNER LP$142M1
16NORTHERN TRUST CORP$138M1
17NORDEA INVESTMENT MANAGEMENT AB$114M1
18Polar Capital Holdings Plc$112M1
19Ensign Peak Advisors, Inc$104M1
20JACOBS LEVY EQUITY MANAGEMENT, INC$102M1
21FIRST TRUST ADVISORS LP$97.8M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$93.9M1
23VANGUARD FIDUCIARY TRUST CO$83.1M1
24ENVESTNET ASSET MANAGEMENT INC$82.7M1
25SEB Asset Management AB$81.5M1
26CITADEL ADVISORS LLC$81.0M1
27SCHRODER INVESTMENT MANAGEMENT GROUP$79.3M1
28Rockefeller Capital Management L.P.$75.5M1
29STIFEL FINANCIAL CORP$71.3M1
30ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$68.5M1
31Point72 Asset Management, L.P.$68.1M1
32Invesco Ltd.$64.2M1
33Qube Research & Technologies Ltd$61.5M1
34Khrom Capital Management LLC$59.6M1
35MILLENNIUM MANAGEMENT LLC$52.1M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$51.8M1
37FIL Ltd$49.2M1
38FEDERATED HERMES, INC.$45.9M1
39Prana Capital Management, LP$44.6M1
40LAZARD ASSET MANAGEMENT LLC$40.0M1
41D. E. Shaw & Co., Inc.$39.4M1
42ALLIANCEBERNSTEIN L.P.$39.0M1
43Retirement Systems of Alabama$37.7M1
44WELLS FARGO & COMPANY/MN$36.6M1
45UBS Group AG$33.9M1
46BALYASNY ASSET MANAGEMENT L.P.$32.4M1
47Freestone Grove Partners LP$31.7M1
48PRINCIPAL FINANCIAL GROUP INC$30.5M1
49Legal & General Group Plc$29.4M1
50Gotham Asset Management, LLC$28.2M1
51ProShare Advisors LLC$27.3M1
52Swiss National Bank$26.5M1
53WELLINGTON MANAGEMENT GROUP LLP$25.5M1
54RAYMOND JAMES FINANCIAL INC$24.8M1
55BLAIR WILLIAM & CO/IL$23.3M1
56VOLORIDGE INVESTMENT MANAGEMENT, LLC$22.6M1
57PANAGORA ASSET MANAGEMENT INC$21.6M1
58Schonfeld Strategic Advisors LLC$20.6M1
59Bridgewater Associates, LP$20.5M1
60Quantinno Capital Management LP$19.4M1
61Nuveen, LLC$18.9M1
62Cerity Partners LLC$16.7M1
63Tidal Investments LLC$16.4M1
64Assenagon Asset Management S.A.$16.3M1
65ROYAL BANK OF CANADA$14.6M1
66IEQ CAPITAL, LLC$14.5M1
67Leeward Investments, LLC - MA$14.0M1
68Man Group plc$13.9M1
69FRANKLIN RESOURCES INC$13.8M1
70CIBC Asset Management Inc$13.7M1
71Edgestream Partners, L.P.$13.2M1
72J. Safra Sarasin Holding AG$12.9M1
73Mariner, LLC$12.3M1
74STATE OF WISCONSIN INVESTMENT BOARD$12.0M1
75VANGUARD ASSET MANAGEMENT, Ltd$12.0M1
76Allspring Global Investments Holdings, LLC$11.7M1
77Amundi$11.2M1
78BURNEY CO/$11.0M1
79TEACHER RETIREMENT SYSTEM OF TEXAS$9.9M1
80FIFTH THIRD BANCORP$9.9M1
81Robeco Institutional Asset Management B.V.$9.9M1
82Interval Partners, LP$9.6M1
83CITIGROUP INC$9.3M1
84MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.3M1
85Creative Planning$9.3M1
86SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$9.0M1
87STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.9M1
88Triveni Capital Investments LP$8.6M1
89US BANCORP \DE\$7.7M1
90Corient Private Wealth LLC$7.3M1
91Vanguard Global Advisers, LLC$7.3M1
92Vest Financial, LLC$7.0M1
93DEUTSCHE BANK AG\$7.0M1
94LPL Financial LLC$6.9M1
95Trexquant Investment LP$6.8M1
96New Age Alpha Advisors, LLC$6.5M1
97Zurcher Kantonalbank (Zurich Cantonalbank)$6.4M1
98OPPENHEIMER ASSET MANAGEMENT INC.$6.3M1
99CWM, LLC$6.2M1
100Janus Henderson Group Ltd.$6.0M1
101APG Asset Management N.V.$6.0M1
102MML INVESTORS SERVICES, LLC$5.7M1
103RENAISSANCE TECHNOLOGIES LLC$5.6M1
104Oak Thistle LLC$5.6M1
105CANADA PENSION PLAN INVESTMENT BOARD$5.3M1
106OCCUDO QUANTITATIVE STRATEGIES LP$5.0M1
107CAMBIAR INVESTORS LLC$5.0M1
108Y-Intercept (Hong Kong) Ltd$5.0M1
109BANK OF MONTREAL /CAN/$4.7M1
110VOYA INVESTMENT MANAGEMENT LLC$4.6M1
111BANK OF NOVA SCOTIA$4.4M1
112MERCER GLOBAL ADVISORS INC /ADV$4.4M1
113Northwest & Ethical Investments L.P.$4.3M1
114State of New Jersey Common Pension Fund D$4.1M1
115Aquatic Capital Management LLC$4.1M1
116Inspire Investing, LLC$4.1M1
117Pathstone Holdings, LLC$4.1M1
118Engineers Gate Manager LP$4.1M1
119CAPITOLIS LIQUID GLOBAL MARKETS LLC$4.0M1
120NUANCE INVESTMENTS, LLC$3.9M1
121Envestnet Portfolio Solutions, Inc.$3.9M1
122Arizona State Retirement System$3.7M1
123NATIONAL BANK OF CANADA /FI/$3.7M1
124INTECH INVESTMENT MANAGEMENT LLC$3.5M1
125Cetera Investment Advisers$3.5M1
126REGIONS FINANCIAL CORP$3.5M1
127Vanguard Investments Australia, Ltd.$3.4M1
128COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.4M1
129ANDERSON HOAGLAND & CO$3.3M1
130Vanguard Personalized Indexing Management, LLC$3.1M1
131TRILLIUM ASSET MANAGEMENT, LLC$3.0M1
132NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$3.0M1
133HighTower Advisors, LLC$3.0M1
134Elo Mutual Pension Insurance Co$3.0M1
135OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.8M1
136Magnetar Financial LLC$2.7M1
137STOREBRAND ASSET MANAGEMENT AS$2.7M1
138Vestmark Advisory Solutions, Inc.$2.3M1
139Focus Partners Wealth$2.3M1
140GHP Investment Advisors, Inc.$2.2M1
141COLDSTREAM CAPITAL MANAGEMENT INC$2.2M1
142Utah Retirement Systems$2.2M1
143Pictet Asset Management Holding SA$2.2M1
144MACKENZIE FINANCIAL CORP$2.2M1
145WORLDQUANT MILLENNIUM ADVISORS LLC$2.1M1
146Atria Investments, Inc$2.1M1
147Empowered Funds, LLC$2.1M1
148Voleon Capital Management LP$2.0M1
149FOX RUN MANAGEMENT, L.L.C.$1.9M1
150TRUIST FINANCIAL CORP$1.8M1
151Sanctuary Advisors, LLC$1.7M1
152Convergence Investment Partners, LLC$1.7M1
153MONETA GROUP INVESTMENT ADVISORS LLC$1.7M1
154XPONANCE LLC$1.7M1
155NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.7M1
156HSBC HOLDINGS PLC$1.6M1
157Merit Financial Group, LLC$1.6M1
158HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.6M1
159QUADRANT CAPITAL GROUP LLC$1.4M1
160O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.4M1
161WINTON GROUP Ltd$1.4M1
162Sequoia Financial Advisors, LLC$1.3M1
163&PARTNERS$1.3M1
164Daiwa Securities Group Inc.$1.3M1
165FIRST CITIZENS BANK & TRUST CO$1.3M1
166Vident Advisory, LLC$1.3M1
167Focus Partners Advisor Solutions, LLC$1.2M1
168INCEPTIONR LLC$1.2M1
169PICTON MAHONEY ASSET MANAGEMENT$1.0M1
170BNP Paribas Asset Management Holding S.A.$1.0M1
171Summit Trail Advisors, LLC$964K1
172Resonant Capital Advisors, LLC$959K1
173M&T BANK CORP$949K1
174UNITED CAPITAL FINANCIAL ADVISORS, LLC$925K1
175BOOTHBAY FUND MANAGEMENT, LLC$917K1
176Machina Capital S.A.S.$885K1
177PRUDENTIAL FINANCIAL INC$879K1
178Holocene Advisors, LP$879K1
179HB Wealth Management, LLC$877K1
180Callan Family Office, LLC$862K1
181CSS LLC/IL$845K1
182EVERGREEN CAPITAL MANAGEMENT LLC$844K1
183Blue Trust, Inc.$840K1
184Federation des caisses Desjardins du Quebec$835K1
185Sivia Capital Partners, LLC$814K1
186Swiss Life Asset Management Ltd$803K1
187Rehmann Capital Advisory Group$799K1
188COMMERCE BANK$783K1
189Legacy Wealth Asset Management, LLC$751K1
190NewEdge Wealth, LLC$749K1
191Dana Investment Advisors, Inc.$739K1
192Brooklyn Investment Group$739K1
193OP Asset Management Ltd$725K1
194Integrated Quantitative Investments LLC$721K1
195FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$709K1
196Cambria Investment Management, L.P.$707K1
197ISLAY CAPITAL MANAGEMENT, LLC$689K1
198Maryland State Retirement & Pension System$668K1
199Legacy Advisors, LLC$664K1
200Chicago Partners Investment Group LLC$657K1
201HANCOCK WHITNEY CORP$650K1
202Roehl & Yi Investment Advisors, LLC$647K1
203TECTONIC ADVISORS LLC$643K1
204DE BURLO GROUP INC$636K1
205GC Wealth Management RIA, LLC$622K1
206Krilogy Financial LLC$615K1
207Bull Harbor Capital LLC$590K1
208World Investment Advisors$587K1
209Graham Capital Management, L.P.$581K1
210Baird Financial Group, Inc.$578K1
211Counterpoint Mutual Funds LLC$571K1
212Storgate, LLC$570K1
213Laurel Wealth Advisors LLC$560K1
214AE Wealth Management LLC$555K1
215OSAIC HOLDINGS, INC.$554K1
216Vise Technologies, Inc.$548K1
217GATEWAY INVESTMENT ADVISERS LLC$548K1
218Lido Advisors, LLC$540K1
219Private Advisor Group, LLC$523K1
220Curi Capital, LLC$517K1
221Wedmont Private Capital$515K1
222Fieldview Capital Management, LLC$504K1
223Advisors Asset Management, Inc.$501K1
224Pallas Capital Advisors LLC$499K1
225Frec Markets, Inc.$498K1
226COMMONWEALTH EQUITY SERVICES, LLC$498K1
227MIRABELLA FINANCIAL SERVICES LLP$490K1
228WBI INVESTMENTS, LLC$483K1
229INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$471K1
230Tower Research Capital LLC (TRC)$471K1
231Allworth Financial LP$470K1
232Beverly Hills Private Wealth, LLC$470K1
233EXCHANGE TRADED CONCEPTS, LLC$452K1
234XTX Topco Ltd$446K1
235Savant Capital, LLC$437K1
236SHELTON CAPITAL MANAGEMENT$434K1
237Eurizon Capital SGR S.p.A.$425K1
238Prospera Financial Services Inc$420K1
239CITIZENS FINANCIAL GROUP INC/RI$412K1
240NewEdge Advisors, LLC$412K1
241Brevan Howard Capital Management LP$402K1
242UMB Bank, n.a.$400K1
243JANE STREET GROUP, LLC$398K1
244State of Wyoming$397K1
245PERSONAL CFO SOLUTIONS, LLC$387K1
246Marble Wealth, LLC$382K1
247Steward Partners Investment Advisory, LLC$381K1
248Ballentine Partners, LLC$377K1
249PRINCIPAL SECURITIES, INC.$374K1
250FIDUCIARY FAMILY OFFICE, LLC$374K1
251Arkfeld Wealth Strategies, L.L.C.$366K1
252QRG CAPITAL MANAGEMENT, INC.$366K1
253Centiva Capital, LP$366K1
254EVOLVE PRIVATE WEALTH, LLC$365K1
255Smartleaf Asset Management LLC$364K1
256Qsemble Capital Management, LP$361K1
257OneDigital Investment Advisors LLC$360K1
258Waverly Advisors, LLC$355K1
259JOURNEY STRATEGIC WEALTH LLC$341K1
260Cordatus Wealth Management LLC$340K1
261JMN Financial LLC$332K1
262Camelot Portfolios, LLC$326K1
263Live Oak Investment Partners$325K1
264Parcion Private Wealth LLC$317K1
265EVOKE WEALTH, LLC$311K1
266Meiji Yasuda Asset Management Co Ltd.$310K1
267Paulson Wealth Management Inc.$306K1
268Parkside Financial Bank & Trust$302K1
269Coyle Financial Counsel LLC$295K1
270Harbour Capital Advisors, LLC$290K1
271PINNACLE ASSOCIATES LTD$287K1
272Impact Investors, Inc$283K1
273Laird Norton Wetherby Trust Company, LLC$280K1
274FULTON BANK, N.A.$280K1
275COOKSON PEIRCE & CO INC$278K1
276WADDELL & ASSOCIATES, LLC$278K1
277DAVENPORT & Co LLC$277K1
278Carnegie Investment Counsel$276K1
279Snowden Capital Advisors LLC$276K1
280Ritter Alpha, LP$273K1
281OpenArc Corporate Advisory, LLC$273K1
282BEESE FULMER INVESTMENT MANAGEMENT, INC.$272K1
283Cornerstone Wealth Management, LLC$270K1
284Rothschild Wealth LLC$270K1
285Perigon Wealth Management, LLC$269K1
286Symphony Financial, Ltd. Co.$263K1
287KEYBANK NATIONAL ASSOCIATION/OH$262K1
288R Squared Ltd$261K1
289GUGGENHEIM CAPITAL LLC$253K1
290PROFUND ADVISORS LLC$244K1
291SAGE RHINO CAPITAL LLC$242K1
292CWA Asset Management Group, LLC$240K1
293STEPHENS INC /AR/$235K1
294MATHER GROUP, LLC.$235K1
295Wick Capital Partners, LLC$231K1
296AlTi Global, Inc.$225K1
297waypoint wealth counsel$224K1
298EARNED WEALTH ADVISORS, LLC$223K1
299Baron Wealth Management LLC$222K1
300MAI Capital Management$215K1
301Inscription Capital, LLC$213K1
302Clearstead Advisors, LLC$211K1
303111 Capital$207K1
304Legacy Capital Wealth Partners, LLC$206K1
305JACKSON THORNTON WEALTH MANAGEMENT, LLC$204K1
306Kera Capital Partners, Inc.$203K1
307Paragon Capital Management Ltd$202K1
308Quarry LP$199K1
309NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$190K1
310Hilltop National Bank$158K1
311NOMURA ASSET MANAGEMENT CO LTD$153K1
312Aster Capital Management (DIFC) Ltd$147K1
313Cassaday & Co Wealth Management LLC$143K1
314Arax Advisory Partners$141K1
315ELEVATION WEALTH PARTNERS, LLC$131K1
316ASSETMARK, INC$123K1
317WPG Advisers, LLC$90.4K1
318Bayforest Capital Ltd$88.4K1
319Transamerica Financial Advisors, LLC$86.1K1
320AlphaCore Capital LLC$78.8K1
321Larson Financial Group LLC$70.6K1
322True Wealth Design, LLC$68.6K1
323HighMark Wealth Management LLC$63.9K1
324TOTH FINANCIAL ADVISORY CORP$53.1K1
325Deseret Mutual Benefit Administrators$45.1K1
326ENTRUST FINANCIAL LLC$40.0K1
327Quest 10 Wealth Builders, Inc.$39.8K1
328SJS Investment Consulting Inc.$36.3K1
329INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$33.3K1
330WOLFF WIESE MAGANA LLC$32.3K1
331Activest Wealth Management$30.6K1
332Mitsubishi UFJ Asset Management Co., Ltd.$28.8K1
333DT Investment Partners, LLC$28.4K1
334Pinnacle Wealth Planning Services, Inc.$28.2K1
335South Dakota Investment Council$24.2K1
336ARMSTRONG ADVISORY GROUP, INC$23.7K1
337CVA Family Office, LLC$23.3K1
338Caitlin John, LLC$21.2K1
339Triumph Capital Management$20.8K1
340Destiny Wealth Partners, LLC$19.8K1
341CENTRAL TRUST Co$19.0K1
342JFS WEALTH ADVISORS, LLC$17.4K1
343MCGUIRE CAPITAL ADVISORS INC$16.7K1
344Jackson, Grant Investment Advisers, Inc.$14.5K1
345THRIVENT FINANCIAL FOR LUTHERANS$14.2K1
346Annis Gardner Whiting Capital Advisors, LLC$13.5K1
347Prestige Wealth Management Group LLC$11.4K1
348HRT FINANCIAL LP$11.0K1
349Treasurer of the State of North Carolina$10.9K1
350Owl Creek Wealth Partners LLC$10.2K1
351ALGERT GLOBAL LLC$9.5K1
352Bell Investment Advisors, Inc$9.4K1
353JPL Wealth Management, LLC$9.4K1
354Key FInancial Inc$9.0K1
355Clearstead Trust, LLC$8.4K1
356Sachetta, LLC$8.4K1
357CANADA LIFE ASSURANCE Co$8.1K1
358First Pacific Financial$6.9K1
359Private Wealth Management Group, LLC$6.7K1
360Frazier Financial Advisors, LLC$6.3K1
361BROWN, LISLE/CUMMINGS, INC.$6.1K1
362DiNuzzo Private Wealth, Inc.$6.1K1
363Martin Capital Partners, LLC$5.9K1
364HOEY INVESTMENTS, INC$5.3K1
365Kemnay Advisory Services Inc.$5.3K1
366PFS Partners, LLC$5.2K1
367Physician Wealth Advisors, Inc.$5.1K1
368TD Capital Management LLC$5.0K1
369Retirement Wealth Solutions LLC$4.7K1
370BIRCHBROOK, INC.$3.9K1
371COUNTRY TRUST BANK$3.9K1
372First Eagle Investment Management, LLC$3.9K1
373Kilter Group LLC$3.1K1
374Rialto Wealth Management, LLC$2.9K1
375Beaird Harris Wealth Management, LLC$2.5K1
376Cromwell Holdings LLC$2.2K1
377SHP Wealth Management$2.2K1
378State of Alaska, Department of Revenue$2.2K1
379Signature Equity Partners, LLC$2.0K1
380Manchester Capital Management LLC$1.8K1
381Addison Advisors LLC$1.8K1
382PARK AVENUE SECURITIES LLC$1.8K1
383DekaBank Deutsche Girozentrale$1.5K1
384Asset Dedication, LLC$1.4K1
385FINANCIAL CONSULATE, INC$1.4K1
386Rakuten Securities, Inc.$1.4K1
387Abound Wealth Management$1.3K1
388Employees Retirement System of Texas$1.3K1
389HM PAYSON & CO$1.2K1
390Vermillion Wealth Management, Inc.$1.0K1
391HFM Investment Advisors, LLC$1.0K1
392Raleigh Capital Management Inc.$8001
393Valued Wealth Advisors LLC$6271
394SouthState Bank Corp$6131
395Bollard Group LLC$4171
396Quaker Wealth Management, LLC$4091
397KBC Group NV$4061
398American Capital Advisory, LLC$2051
399Seneschal Advisors, LLC$2051
400Smithfield Trust Co$721
401Vestcor Inc$671
402Measured Wealth Private Client Group, LLC$641
403Avion Wealth$21
Truncated by Public Filings. The published aggregate ranks the top 403 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on RGA

RETAINED WINDOW · ACTIVE HITS

Zero hits on RGA in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for RGA · financials and macro

Financials — as filed PLANNED

RGA's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: RGA on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing