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Capital & Planning LLC’s Reinsurance Group of America RGA Stock Holding History

Capital & Planning LLC’s Portfolio RGA Stock Details RGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15
Closed -$3.2K – 148
2024
Q4 		$3.2K Buy
+15
New +$3.27K ﹤0.01% 144

Other funds holding RGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital & Planning LLC's RGA Position: Q1 2025 in Review

Capital & Planning LLC sold out of Reinsurance Group of America (RGA) in Q1 2025, closing a stake of 15 shares — an estimated $3.2K sold.

Capital & Planning LLC first reported a position in RGA in Q4 2024 and held it in 1 quarter. The position peaked at $3.2K in Q4 2024. 632 funds tracked by Wall St. Rank hold RGA as of Q1 2025.

  • Capital & Planning LLC reported no remaining Reinsurance Group of America position as of Q1 2025 after selling out during the quarter.
  • Capital & Planning LLC sold 15 Reinsurance Group of America shares in Q1 2025, an estimated $3.2K.
  • Capital & Planning LLC first reported a position in Reinsurance Group of America in Q4 2024 and held it in 1 quarter.
  • Capital & Planning LLC's Reinsurance Group of America position peaked at $3.2K in Q4 2024.
  • 632 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.