CoreCap Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

CoreCap Advisors’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	$1.41M	Buy	37,326 +26	+0.1%	+$882	0.04%	312
2026 Q1	$1.26M	Buy	37,300 +1,151	+3%	+$49.1K	0.04%	319
2025 Q4	$1.87M	Hold	36,149	–	–	0.07%	253
2025 Q3	$2.04M	Hold	36,149	–	–	0.07%	229
2025 Q2	$2.46M	Sell	36,149 -4	-0%	-$276	0.1%	185
2025 Q1	$2.67M	Sell	36,153 -1,807	-5%	-$123K	0.12%	168
2024 Q4	$2.44M	Buy	37,960 +37,949	+344,991%	+$2.64M	0.11%	185
2024 Q3	$730	Hold	11	–	–	﹤0.01%	2308
2024 Q2	$637	Hold	11	–	–	﹤0.01%	1426
2024 Q1	$611	Buy	+11	New	+$526	﹤0.01%	2305

Other funds holding RYAN

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 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

Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CoreCap Advisors's RYAN Position: Q2 2026 in Review

CoreCap Advisors increased its Ryan Specialty Holdings (RYAN) stake by 0.07% in Q2 2026, buying an estimated $882 and bringing the position to 37,326 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #312.

CoreCap Advisors first reported a position in RYAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.67M in Q1 2025. 34 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

CoreCap Advisors held 37,326 shares of Ryan Specialty Holdings worth $1.41M as of Q2 2026.
CoreCap Advisors bought 26 Ryan Specialty Holdings shares in Q2 2026, an estimated $882.
Ryan Specialty Holdings made up 0.04% of CoreCap Advisors's portfolio in Q2 2026, its #312 holding.
CoreCap Advisors first reported a position in Ryan Specialty Holdings in Q1 2024 and has held it in 10 quarters since.
CoreCap Advisors's Ryan Specialty Holdings position peaked at $2.67M in Q1 2025.
34 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.