Planning Strategies
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Planning Strategies’s Reinsurance Group of America RGA Stock Holding History

Planning Strategies’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
2026
Q3 		$1.23K Hold
5
– – ﹤0.01% 749
2026
Q2 		$1.06K Buy
+5
New +$1.04K ﹤0.01% 734

Other funds holding RGA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Planning Strategies's RGA Position: Q3 2026 in Review

Planning Strategies held its Reinsurance Group of America (RGA) position steady in Q3 2026 at 5 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Planning Strategies first reported a position in RGA in Q2 2026 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold RGA as of Q3 2026.

  • Planning Strategies held 5 shares of Reinsurance Group of America worth $1.23K as of Q3 2026.
  • Planning Strategies left its Reinsurance Group of America share count unchanged in Q3 2026.
  • Reinsurance Group of America made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #749 holding.
  • Planning Strategies first reported a position in Reinsurance Group of America in Q2 2026 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.