What smart money is saying about RGA
No fund has written a full thesis on RGA in our archive, but 11 fund letters report a position in it — most recently Harding Loevner Global Equity ADR in September 2026.
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Position history
Between Q1 2026 and Q3 2026, 11 fund letters reported a position in RGA, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 8 | 0 | 0 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 11 positions
- September 2026
“Insurance business RGA reported a strong quarter, aided by lower claims and by the effects of a larger asset base and higher interest rates on investment income.”
RGA - September 2026
“ In the US, improved funding conditions for biopharmaceutical research benefited life-sciences tools manufacturer Thermo Fisher Scientific. The company’s organic revenue growth improved in the second quarter, suggesting that the multi-year downturn in demand for life-sciences tools that followed the COVID-19 pandemic may be finally coming to an end. Insurance business RGA reported a strong quarter, aided by lower claims and by the effects of a larger asset base and higher interest rates on investment income.”
RGA - September 2026
“Staying with Financials, Cambiar’s holdings in the sector held up well vs. the index, resulting in a positive contribution to relative performance for the quarter. Although the portfolio incurred drawdowns in Prosperity Bancshares and Lazard, strong gains from non-bank holdings such as WEX, Reinsurance Group of America, and CBOE Global Markets provided a good offset.”
RGA - September 2026
“ In the US, improved funding conditions for biopharmaceutical research benefited life-sciences tools manufacturer Thermo Fisher Scientific. The company’s organic revenue growth improved in the second quarter, suggesting that the multi-year downturn in demand for life-sciences tools that followed the COVID-19 pandemic may be finally coming to an end. Insurance business RGA reported a strong quarter, aided by lower claims and by the effects of a larger asset base and higher interest rates on investment income.”
RGA - August 2026
Listed in Harding Loevner Global Developed Markets Equity’s reported holdings.
RGA - July 2026
Listed in Harding Loevner Global Developed Markets Equity’s reported holdings.
RGA - July 2026
Listed in Harding Loevner Global Equity model portfolio’s reported holdings.
RGA - July 2026
Listed in Harding Loevner Global Equity ADR’s reported holdings.
RGA - June 2026
Listed in Harding Loevner Global Equity’s reported holdings.
RGA - May 2026
“ By geography, our weakest relative performance was in the US. There and globally, most of our underperformance has been in IT. Several of our Financials holdings lagged during the month. Despite reporting positive results, insurers RGA and Progressive both fell, as did electronic trading platform Tradeweb.”
RGA - March 2026
Listed in HL Global Small Companies Equity’s reported holdings.
RGA
Also mentioned · 1
These funds discuss RGA — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedHL Global EquityMay 2026
“ By geography, our weakest relative performance was in the US. There and globally, most of our underperformance has been in IT. Several of our Financials holdings lagged during the month. Despite reporting positive results, insurers RGA and Progressive both fell, as did electronic trading platform Tradeweb.”
RGA
Read the letters behind these RGA positions
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