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Bar Harbor Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History

Bar Harbor Wealth Management’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 		– Sell
-9,814
Closed -$331K – 278
2026
Q1 		$331K Sell
9,814
-5,146
-34% -$220K 0.02% 213
2025
Q4 		$772K Sell
14,960
-6,637
-31% -$364K 0.04% 159
2025
Q3 		$1.22M Sell
21,597
-154,929
-88% -$9.18M 0.07% 144
2025
Q2 		$12M Sell
176,526
-571
-0.3% -$39.4K 0.77% 38
2025
Q1 		$13.1M Buy
177,097
+8,226
+5% +$559K 0.87% 38
2024
Q4 		$10.8M Buy
168,871
+9,482
+6% +$660K 0.71% 42
2024
Q3 		$10.6M Buy
159,389
+2,811
+2% +$176K 0.67% 46
2024
Q2 		$9.07M Buy
156,578
+93,364
+148% +$4.98M 0.6% 49
2024
Q1 		$3.51M Buy
+63,214
New +$3.02M 0.23% 104

Other funds holding RYAN

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
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
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 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
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Bar Harbor Wealth Management's RYAN Position: Q2 2026 in Review

Bar Harbor Wealth Management sold out of Ryan Specialty Holdings (RYAN) in Q2 2026, closing a stake of 9,814 shares — an estimated $331K sold.

Bar Harbor Wealth Management first reported a position in RYAN in Q1 2024 and held it in 9 quarters. The position peaked at $13.1M in Q1 2025. 52 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Bar Harbor Wealth Management reported no remaining Ryan Specialty Holdings position as of Q2 2026 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 9,814 Ryan Specialty Holdings shares in Q2 2026, an estimated $331K.
  • Bar Harbor Wealth Management first reported a position in Ryan Specialty Holdings in Q1 2024 and held it in 9 quarters.
  • Bar Harbor Wealth Management's Ryan Specialty Holdings position peaked at $13.1M in Q1 2025.
  • 52 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.