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Ballentine Partners’s Ryan Specialty Holdings RYAN Stock Holding History

Ballentine Partners’s Portfolio RYAN Stock Details RYAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Buy
+5,401
New +$183K ﹤0.01% 1002
2025
Q3 		– Sell
-3,025
Closed -$206K – 1058
2025
Q2 		$206K Buy
3,025
+63
+2% +$4.35K ﹤0.01% 873
2025
Q1 		$219K Buy
+2,962
New +$201K ﹤0.01% 759

Other funds holding RYAN

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Ballentine Partners's RYAN Position: Q2 2026 in Review

Ballentine Partners opened a new position in Ryan Specialty Holdings (RYAN) in Q2 2026: 5,401 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings. This is a return to the name: Ballentine Partners previously reported a position in RYAN as recently as Q2 2025.

Ballentine Partners first reported a position in RYAN in Q1 2025 and has held it in 3 quarters since. The position peaked at $219K in Q1 2025. 34 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Ballentine Partners held 5,401 shares of Ryan Specialty Holdings worth $204K as of Q2 2026.
  • Ryan Specialty Holdings was a new Ballentine Partners position in Q2 2026.
  • Ryan Specialty Holdings made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1002 holding.
  • Ballentine Partners first reported a position in Ryan Specialty Holdings in Q1 2025 and has held it in 3 quarters since.
  • Ballentine Partners's Ryan Specialty Holdings position peaked at $219K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.