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Clearstead Trust’s Ryan Specialty Holdings RYAN Stock Holding History

Clearstead Trust’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 		$3.93K Sell
104
-35
-25% -$1.19K ﹤0.01% 815
2026
Q1 		$4.69K Buy
+139
New +$5.93K ﹤0.01% 768
2025
Q4 		– Sell
-57
Closed -$3.21K – 1439
2025
Q3 		$3.21K Buy
57
+18
+46% +$1.07K ﹤0.01% 861
2025
Q2 		$2.65K Buy
+39
New +$2.69K ﹤0.01% 880

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

Clearstead Trust's RYAN Position: Q2 2026 in Review

Clearstead Trust reduced its Ryan Specialty Holdings (RYAN) stake by 25% in Q2 2026, selling an estimated $1.19K and leaving 104 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Clearstead Trust first reported a position in RYAN in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.69K in Q1 2026. 366 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Clearstead Trust held 104 shares of Ryan Specialty Holdings worth $3.93K as of Q2 2026.
  • Clearstead Trust sold 35 Ryan Specialty Holdings shares in Q2 2026, an estimated $1.19K.
  • Ryan Specialty Holdings made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #815 holding.
  • Clearstead Trust first reported a position in Ryan Specialty Holdings in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Trust's Ryan Specialty Holdings position peaked at $4.69K in Q1 2026.
  • 366 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.