CCWM
RYAN icon

Cassaday & Co Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History

Cassaday & Co 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 		$114 Sell
3
-4
-57% -$136 ﹤0.01% 1260
2026
Q1 		$237 Buy
+7
New +$299 ﹤0.01% 1254

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 $3.37T AUM 44.26% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Cassaday & Co Wealth Management's RYAN Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Ryan Specialty Holdings (RYAN) stake by 57% in Q2 2026, selling an estimated $136 and leaving 3 shares worth $114. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Cassaday & Co Wealth Management first reported a position in RYAN in Q1 2026 and has held it in 2 quarters since. The position peaked at $237 in Q1 2026. 368 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Cassaday & Co Wealth Management held 3 shares of Ryan Specialty Holdings worth $114 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 4 Ryan Specialty Holdings shares in Q2 2026, an estimated $136.
  • Ryan Specialty Holdings made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1260 holding.
  • Cassaday & Co Wealth Management first reported a position in Ryan Specialty Holdings in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Ryan Specialty Holdings position peaked at $237 in Q1 2026.
  • 368 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.