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WR Wealth Planners’s Reinsurance Group of America RGA Stock Holding History

WR Wealth Planners’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
Q4 		$586K Buy
2,742
+2,730
+22,750% +$595K 0.19% 80
2024
Q3 		$2.61K Sell
12
-1
-8% -$213 ﹤0.01% 853
2024
Q2 		$2.67K Sell
13
-1
-7% -$200 ﹤0.01% 825
2024
Q1 		$2.7K Buy
+14
New +$2.44K ﹤0.01% 823
2023
Q4 		– Sell
-17
Closed -$2.47K – 701
2023
Q3 		$2.47K Buy
+17
New +$2.41K ﹤0.01% 755

Other funds holding RGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WR Wealth Planners's RGA Position: Q4 2024 in Review

WR Wealth Planners increased its Reinsurance Group of America (RGA) stake by 22,750% in Q4 2024, buying an estimated $595K and bringing the position to 2,742 shares worth $586K. The position accounts for 0.19% of the portfolio, ranked #80.

WR Wealth Planners first reported a position in RGA in Q3 2023 and has held it in 5 quarters since. 625 funds tracked by Wall St. Rank hold RGA as of Q4 2024.

  • WR Wealth Planners held 2,742 shares of Reinsurance Group of America worth $586K as of Q4 2024.
  • WR Wealth Planners bought 2,730 Reinsurance Group of America shares in Q4 2024, an estimated $595K.
  • Reinsurance Group of America made up 0.19% of WR Wealth Planners's portfolio in Q4 2024, its #80 holding.
  • WR Wealth Planners first reported a position in Reinsurance Group of America in Q3 2023 and has held it in 5 quarters since.
  • 625 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.