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Center for Financial Planning’s Reinsurance Group of America RGA Stock Holding History

Center for Financial Planning’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
2024
Q3 		– Sell
-14
Closed -$2.87K – 599
2024
Q2 		$2.87K Hold
14
– – ﹤0.01% 484
2024
Q1 		$2.7K Buy
+14
New +$2.44K ﹤0.01% 506
2021
Q2 		– Sell
-24
Closed -$3K – 533
2021
Q1 		$3K Hold
24
– – ﹤0.01% 479
2020
Q4 		$3K Hold
24
– – ﹤0.01% 425
2020
Q3 		$2K Hold
24
– – ﹤0.01% 407
2020
Q2 		$2K Hold
24
– – ﹤0.01% 414
2020
Q1 		$2K Hold
24
– – ﹤0.01% 505
2019
Q4 		$4K Buy
+24
New +$3.88K ﹤0.01% 387

Other funds holding RGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Center for Financial Planning's RGA Position: Q3 2024 in Review

Center for Financial Planning sold out of Reinsurance Group of America (RGA) in Q3 2024, closing a stake of 14 shares — an estimated $2.87K sold.

Center for Financial Planning first reported a position in RGA in Q4 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 606 funds tracked by Wall St. Rank hold RGA as of Q3 2024.

  • Center for Financial Planning reported no remaining Reinsurance Group of America position as of Q3 2024 after selling out during the quarter.
  • Center for Financial Planning sold 14 Reinsurance Group of America shares in Q3 2024, an estimated $2.87K.
  • Center for Financial Planning first reported a position in Reinsurance Group of America in Q4 2019 and held it in 8 quarters.
  • Center for Financial Planning's Reinsurance Group of America position peaked at $4K in Q4 2019.
  • 606 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.