Monitor upcoming 13F filings for any follow-on accumulation or exits from these same funds, particularly Assenagon. The cluster's small absolute size relative to RGA's market cap (~$10B+) suggests limited near-term price impact from this positioning alone.
Executive Summary
Three institutional asset managers accumulated $31.6M in net new RGA positions during Q3 2026, led by a $30.9M new stake from Assenagon Asset Management. The cluster is small in absolute dollar terms relative to RGA's market cap, and the 45-day reporting lag reduces timeliness. No sellers were present, indicating one-sided accumulation but at modest conviction levels.
Key Financial Metrics
Institutional Positions
Net institutional flow: $31.6M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | NEW | +0% | $30.9M | $30.9M |
| Hb Wealth Management | ADD | +45.4% | $1.4M | $555.0K |
| Farther Finance Advisors | ADD | +32.8% | $419.0K | $146.0K |
Key Facts
- 3 institutional buyers added $31.6M in net new RGA positions during Q3 2026
- Assenagon Asset Management initiated a new $30.9M position (125.6K shares), representing 94% of total cluster buying
- Farther Finance Advisors increased holdings by 32.8% (value +$146K to $419K)
- Hb Wealth Management increased holdings by 45.4% (value +$555K to $1.4M)
- No institutional sellers were identified in the cluster
Financial Impact
3 institutions accumulated $31.6M in net new RGA positions during Q3 2026, with Assenagon Asset Management accounting for $30.9M of the total
Risk Factors
- 13F data is 45+ days stale; positions may have been partially or fully unwound since quarter-end
- Cluster is small in absolute dollar terms ($31.6M) relative to RGA's market capitalization
- No seller data available to assess conviction balance
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-RGA-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $263.94 | awaiting T+60 | — | — |
Jul 9, 2026 15w ago | 8-K | $231.16 $251.04 | ▲ +8.60% | ▲ +5.97% | — |
Jun 22, 2026 18w ago | 8-K | $209.15 $248.36 | ▲ +18.75% | ▲ +17.00% | — |
Jun 15, 2026 19w ago | 25-NSE | $210.39 $244.93 | ▲ +16.42% | ▲ +15.42% | — |
May 22, 2026 22w ago | Insider Cluster | $210.92 $240.70 | ▼ −14.12% | ▼ −11.66% | — |
US Market Status
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