Conning Inc. Purchases in Q1 2025

Conning Inc.

  • $2.67 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
798K
+ 2140.11%
$37.81 - $46.49 $30.2M - $37.1M
835K $37.9M
VLO
Valero Energy Corp

Energy
264K
+ 5928.37%
$121.76 - $142.99 $32.2M - $37.8M
269K $35.5M
PFG
Principal Financial Group Inc

Financial Services
397K
+ 5081.74%
$76.34 - $89.04 $30.3M - $35.4M
405K $34.2M
GVI
Ishares Tr

ETFs
117K
New
$103.49 - $106.02 $12.1M - $12.4M
117K $12.4M
UNH
Unitedhealth Group Inc

Healthcare
11.4K
+ 16.87%
$461.52 - $548.18 $5.28M - $6.27M
79.2K $41.5M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
101K
New
$50.82 - $52.7 $5.12M - $5.31M
101K $5.29M
COP
Conocophillips

Energy
27.2K
+ 7.49%
$88.6 - $105.85 $2.41M - $2.88M
391K $41M
OMC
Omnicom Group Inc.

Communication Services
70.1K
+ 19.51%
$79.43 - $88.34 $5.57M - $6.19M
429K $35.6M
XOM
Exxon Mobil Corp

Energy
3.55K
+ 1.04%
$105.44 - $118.93 $375K - $423K
347K $41.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
18.9K
+ 6.23%
$74.85 - $84.89 $1.41M - $1.6M
322K $26.4M
GD
General Dynamics Corp

Industrials
4.61K
+ 3.47%
$241.94 - $272.58 $1.12M - $1.26M
138K $37.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
19.2K
New
$114.57 - $118.14 $2.2M - $2.27M
19.2K $2.27M
EEM
Ishares Msci Emerging Markets

ETFs
45.8K
+ 205.54%
$40.81 - $45.34 $1.87M - $2.08M
68.1K $2.98M
SCHG
Schwab Strategic Tr Us Large C

ETFs
142K
+ 25.58%
$24.91 - $29.02 $3.53M - $4.12M
697K $17.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
36K
New
$44.68 - $46.49 $1.61M - $1.67M
36K $1.67M
SCHV
Schwab Strategic Tr Us Large C

ETFs
37.9K
+ 17.58%
$25.77 - $27.6 $977K - $1.05M
254K $6.74M
PKG
Packaging Corp Of America

Consumer Cyclical
24.8K
+ 17.29%
$192.03 - $242.13 $4.77M - $6.01M
168K $33.4M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
20K
+ 4.26%
$25.83 - $27.09 $517K - $542K
490K $13.1M
LNC
Lincoln National Corp

Financial Services
19.3K
New
$30.06 - $39.23 $581K - $758K
19.3K $694K
T
At&T Inc.

Communication Services
16K
+ 38.46%
$21.56 - $28.28 $345K - $453K
57.7K $1.63M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.9K
+ 5.31%
$551.42 - $612.93 $4.36M - $4.84M
157K $87.6M
CAT
Caterpillar Inc

Industrials
11.1K
+ 11.28%
$326.75 - $407.63 $3.62M - $4.52M
109K $36.1M
MMM
3 M CO

Industrials
1.87K
+ 52.71%
$129.7 - $155.12 $242K - $290K
5.41K $794K
AXP
American Express CO

Financial Services
1.54K
+ 36.53%
$255.39 - $325.87 $394K - $502K
5.76K $1.55M
GE
General Electric CO

Industrials
480
+ 7.96%
$168.59 - $212.13 $80.9K - $102K
6.51K $1.3M
HWM
Howmet Aerospace Inc.

Industrials
1.98K
New
$110.79 - $139.39 $219K - $276K
1.98K $256K
PLTR
Palantir Technologies Inc.

Technology
1.98K
+ 22.24%
$64.98 - $124.62 $129K - $246K
10.9K $917K
APO
Apollo Global Management, Inc.

Financial Services
1.77K
New
$126.01 - $172.06 $223K - $305K
1.77K $242K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
2.3K
+ 1.95%
$23.43 - $25.55 $53.9K - $58.7K
120K $3.08M
CCI
Crown Castle International Corp

Real Estate
2.14K
New
$84.33 - $106.39 $180K - $228K
2.14K $222K
IBM
International Business Machines Corp

Technology
300
+ 5.95%
$217.4 - $264.74 $65.2K - $79.4K
5.34K $1.33M
OTIS
Otis Worldwide Corp

Industrials
2.09K
New
$90.77 - $104.01 $190K - $217K
2.09K $215K
CAH
Cardinal Health Inc

Healthcare
1.54K
New
$118.02 - $137.77 $181K - $212K
1.54K $211K
UBER
Uber Technologies, Inc

Technology
1.02K
+ 9.7%
$63.17 - $81.49 $64.4K - $83.1K
11.5K $840K
NDAQ
Nasdaq, Inc.

Financial Services
2.68K
New
$72.17 - $83.76 $193K - $224K
2.68K $203K
WEC
Wec Energy Group, Inc.

Utilities
121
+ 0.97%
$92.12 - $108.98 $11.1K - $13.2K
12.6K $1.38M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.62K
New
$106.31 - $123.73 $172K - $201K
1.62K $200K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
172
+ 12.16%
$402.49 - $513.76 $69.2K - $88.4K
1.59K $768K
PRU
Prudential Financial Inc

Financial Services
1.93K
+ 70.81%
$105.04 - $122.33 $203K - $236K
4.66K $520K
PCG
Pg&E Corp

Utilities
10.4K
New
$15.16 - $20.4 $157K - $212K
10.4K $178K
TMUS
T Mobile Us, Inc.

Communication Services
227
+ 9.79%
$211.3 - $272.83 $48K - $61.9K
2.55K $679K
NFLX
Netflix Inc

Communication Services
45
+ 1.68%
$828.4 - $1058.6 $37.3K - $47.6K
2.73K $2.55M
KMI
Kinder Morgan, Inc.

Energy
4.28K
+ 27.35%
$26.1 - $31.22 $112K - $134K
19.9K $568K
TFC
Truist Financial Corp

Financial Services
3.53K
+ 55.49%
$39.48 - $48.15 $139K - $170K
9.89K $407K
MO
Altria Group, Inc.

Consumer Defensive
850
+ 9.0%
$50.81 - $60.02 $43.2K - $51K
10.3K $618K
CNQ
Canadian Natural Resources LTD

Energy
3.8K
+ 26.02%
$26.72 - $32.74 $101K - $124K
18.4K $566K
WELL
Welltower Inc.

Real Estate
151
+ 4.61%
$124.05 - $156.86 $18.7K - $23.7K
3.43K $525K
BSX
Boston Scientific Corp

Healthcare
9
+ 0.1%
$89.38 - $106.18 $804 - $956
9.38K $946K
AJG
Arthur J. Gallagher & Co.

Financial Services
67
+ 5.12%
$275.89 - $345.24 $18.5K - $23.1K
1.38K $475K
Activity Summary
Buys All Purchases 117 New Holdings 20 Increased Positions 97 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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