TOTH FINANCIAL ADVISORY CORP RGA — REINSURANCE GROUP AMER I

Ownership history in TOTH FINANCIAL ADVISORY CORP  ·  26 quarters on record

AI Ownership Summary

TOTH FINANCIAL ADVISORY CORP reported REINSURANCE GROUP AMER I (RGA) in 26 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows RGA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RGA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOTH FINANCIAL ADVISORY CORP's position in REINSURANCE GROUP AMER I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

RGA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RGA stock page TOTH FINANCIAL ADVISORY CORP fund profile TOTH FINANCIAL ADVISORY CORP full holdings
How TOTH FINANCIAL ADVISORY CORP held RGA — position size vs. price
% of Fund (quarterly)    RGA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 260 — 0% 0.01% $64K 2026-10-08 $255.93
2026 Q2 UNCHANGED — — — 260 — 0% 0.01% $55K 2026-07-14 $233.11
2026 Q1 UNCHANGED — — — 260 — 0% 0.01% $53K 2026-04-16 $207.00
2025 Q4 UNCHANGED — — — 260 — 0% 0.01% $53K 2026-01-20 $191.91
2025 Q3 UNCHANGED — — — 260 — 0% 0.01% $50K 2025-10-09 $191.32
2025 Q2 ADDED — — — 260 +4 +1.6% 0.01% $52K 2025-07-14 $192.56
2025 Q1 UNCHANGED — — — 256 — 0% 0.01% $50K 2025-04-14 $176.33
2024 Q4 ADDED — — — 256 +16 +6.7% 0.01% $55K 2025-01-21 $217.24
2024 Q3 UNCHANGED — — — 240 — 0% 0.01% $52K 2024-10-21 $207.83
2024 Q2 UNCHANGED — — — 240 — 0% 0.01% $49K 2024-07-16 $205.61
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RGA

As of 2026 Q3 — sorted by position size

Martin Capital Partners, LLC 3Y 7Y 2.87% Douglas Lane & Associates, LLC 3Y 7Y 1.67% Legacy Wealth Asset Management, LLC 3Y 0.21% Dorato Capital Management 0.07% ELEVATION WEALTH PARTNERS, LLC 3Y 0.06% Paragon Capital Management Ltd 3Y 7Y 0.05% GAMMA Investing LLC 0.03% Versant Capital Management, Inc 3Y 7Y 0.03% Wedmont Private Capital 3Y 0.02% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.01%

FAQ About TOTH FINANCIAL ADVISORY CORP and RGA

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOTH FINANCIAL ADVISORY CORP reported owning RGA?

TOTH FINANCIAL ADVISORY CORP reported RGA across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported RGA position in TOTH FINANCIAL ADVISORY CORP's portfolio?

The largest reported portfolio weight for RGA was 0.01% in 2024 Q4.

What is the latest reported RGA position on this page?

The most recent filing on this page is 2026 Q3, when TOTH FINANCIAL ADVISORY CORP reported 260 shares, equal to 0.01% of portfolio, with an estimated market value of $64K.

What does the chart on this RGA ownership page compare?

The chart compares TOTH FINANCIAL ADVISORY CORP's quarterly RGA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TOTH FINANCIAL ADVISORY CORP time their RGA position?

Based on 13F filing dates vs. subsequent RGA price moves, TOTH FINANCIAL ADVISORY CORP correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on RGA relative to SPY over the holding period was +4.3%.

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