BWL
RYAN icon

Bogart Wealth LLC’s Ryan Specialty Holdings RYAN Stock Holding History

Bogart Wealth LLC’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 		$1.17K Buy
+31
New +$1.05K ﹤0.01% 1584
2025
Q1 		– Sell
-3
Closed -$192 – 1502
2024
Q4 		$192 Buy
+3
New +$209 ﹤0.01% 1315

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Bogart Wealth LLC's RYAN Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Ryan Specialty Holdings (RYAN) in Q2 2026: 31 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #1584 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in RYAN as recently as Q4 2024.

Bogart Wealth LLC first reported a position in RYAN in Q4 2024 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Bogart Wealth LLC held 31 shares of Ryan Specialty Holdings worth $1.17K as of Q2 2026.
  • Ryan Specialty Holdings was a new Bogart Wealth LLC position in Q2 2026.
  • Ryan Specialty Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1584 holding.
  • Bogart Wealth LLC first reported a position in Ryan Specialty Holdings in Q4 2024 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.