Charles Schwab
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Charles Schwab’s Ryan Specialty Holdings RYAN Stock Holding History

Charles Schwab’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 		$45.4M Buy
1,202,737
+45,775
+4% +$1.55M 0.01% 1318
2026
Q1 		$39M Buy
1,156,962
+84,259
+8% +$3.6M 0.01% 1314
2025
Q4 		$55.4M Buy
1,072,703
+14,845
+1% +$814K 0.01% 1080
2025
Q3 		$59.6M Buy
1,057,858
+71,453
+7% +$4.23M 0.01% 1040
2025
Q2 		$67.1M Buy
986,405
+26,339
+3% +$1.82M 0.01% 917
2025
Q1 		$70.9M Sell
960,066
-14,385
-1% -$978K 0.01% 837
2024
Q4 		$62.5M Buy
974,451
+36,264
+4% +$2.52M 0.01% 968
2024
Q3 		$62.3M Buy
938,187
+286,380
+44% +$17.9M 0.01% 947
2024
Q2 		$37.7M Buy
651,807
+7,167
+1% +$382K 0.01% 1267
2024
Q1 		$35.8M Buy
644,640
+22,779
+4% +$1.09M 0.01% 1236
2023
Q4 		$26.8M Buy
621,861
+22,646
+4% +$1.02M 0.01% 1409
2023
Q3 		$29M Buy
599,215
+64,376
+12% +$2.98M 0.01% 1248
2023
Q2 		$24M Buy
534,839
+61,873
+13% +$2.6M 0.01% 1364
2023
Q1 		$19M Sell
472,966
-3,965
-0.8% -$163K 0.01% 1512
2022
Q4 		$19.8M Buy
476,931
+14,884
+3% +$609K 0.01% 1454
2022
Q3 		$18.8M Buy
462,047
+167,439
+57% +$7.07M 0.01% 1419
2022
Q2 		$11.5M Buy
294,608
+2,358
+0.8% +$89.2K ﹤0.01% 1762
2022
Q1 		$11.3M Buy
292,250
+9,128
+3% +$347K ﹤0.01% 1884
2021
Q4 		$11.4M Buy
283,122
+4,980
+2% +$189K ﹤0.01% 1936
2021
Q3 		$9.42M Buy
+278,142
New +$8.77M ﹤0.01% 2047

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

Charles Schwab's RYAN Position: Q2 2026 in Review

Charles Schwab increased its Ryan Specialty Holdings (RYAN) stake by 4% in Q2 2026, buying an estimated $1.55M and bringing the position to 1,202,737 shares worth $45.4M. The position accounts for 0.01% of the portfolio, ranked #1318.

Charles Schwab first reported a position in RYAN in Q3 2021 and has held it in 20 quarters since. The position peaked at $70.9M in Q1 2025. 366 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Charles Schwab held 1,202,737 shares of Ryan Specialty Holdings worth $45.4M as of Q2 2026.
  • Charles Schwab bought 45,775 Ryan Specialty Holdings shares in Q2 2026, an estimated $1.55M.
  • Ryan Specialty Holdings made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1318 holding.
  • Charles Schwab first reported a position in Ryan Specialty Holdings in Q3 2021 and has held it in 20 quarters since.
  • Charles Schwab's Ryan Specialty Holdings position peaked at $70.9M in Q1 2025.
  • 366 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.