| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ROOSEVELT INVESTMENT GROUP LLC | 23 | 23 | 0.03% | 0.27% | 0.41% | Q2 2013 | Q4 2018 | 23 |
| KCM INVESTMENT ADVISORS LLC | 23 | 23 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2018 | 23 |
| Sonora Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
| MASSMUTUAL TRUST CO FSB/ADV | 11 | 11 | 0.13% | 0.32% | 0.67% | Q4 2013 | Q2 2016 | 11 |
| HOLLENCREST CAPITAL MANAGEMENT | 9 | 2 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q1 2017 | 11 |
| Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 4 | 1 | 1.14% | 1.88% | 2.62% | Q2 2013 | Q1 2019 | 6 |
| Private Capital Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 6 |
| PNC FINANCIAL SERVICES GROUP, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 5 |
| Intellectus Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
| GLENMEDE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
| Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
| VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
| Bramshill Investments, LLC | 2 | 2 | 0.38% | 0.54% | 0.70% | Q4 2020 | Q1 2021 | 2 |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
| IAT REINSURANCE CO LTD. | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q2 2022 | 2 |
| AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
| Hirtle Callaghan & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
| MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
| Advisors Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
| Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own REINSURANCE GP or have owned REINSURANCE GP in the past.