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Consolidated Planning Corp’s Reinsurance Group of America RGA Stock Holding History

Consolidated Planning Corp’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
Q3 		– Sell
-7,256
Closed -$1.44M – 215
2025
Q2 		$1.44M Buy
7,256
+781
+12% +$152K 0.18% 101
2025
Q1 		$1.27M Buy
6,475
+2,612
+68% +$541K 0.18% 99
2024
Q4 		$825K Buy
3,863
+479
+14% +$104K 0.11% 109
2024
Q3 		$737K Buy
+3,384
New +$719K 0.11% 104
2021
Q4 		– Sell
-159
Closed -$18K – 363
2021
Q3 		$18K Buy
+159
New +$18.1K 0.01% 255

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Consolidated Planning Corp's RGA Position: Q3 2025 in Review

Consolidated Planning Corp sold out of Reinsurance Group of America (RGA) in Q3 2025, closing a stake of 7,256 shares — an estimated $1.44M sold.

Consolidated Planning Corp first reported a position in RGA in Q3 2021 and held it in 5 quarters. The position peaked at $1.44M in Q2 2025. 579 funds tracked by Wall St. Rank hold RGA as of Q3 2025.

  • Consolidated Planning Corp reported no remaining Reinsurance Group of America position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 7,256 Reinsurance Group of America shares in Q3 2025, an estimated $1.44M.
  • Consolidated Planning Corp first reported a position in Reinsurance Group of America in Q3 2021 and held it in 5 quarters.
  • Consolidated Planning Corp's Reinsurance Group of America position peaked at $1.44M in Q2 2025.
  • 579 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.