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Cornerstone Planning Group’s Ryan Specialty Holdings RYAN Stock Holding History

Cornerstone Planning Group’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 		$1.77K Buy
45
+19
+73% +$645 ﹤0.01% 1359
2026
Q1 		$795 Buy
26
+24
+1,200% +$1.02K ﹤0.01% 1524
2025
Q4 		$95 Sell
2
-135
-99% -$7.4K ﹤0.01% 1657
2025
Q3 		$8.43K Buy
137
+133
+3,325% +$7.88K ﹤0.01% 818
2025
Q2 		$231 Sell
4
-2
-33% -$138 ﹤0.01% 1451
2025
Q1 		$417 Buy
+6
New +$408 ﹤0.01% 1348

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return

Cornerstone Planning Group's RYAN Position: Q2 2026 in Review

Cornerstone Planning Group increased its Ryan Specialty Holdings (RYAN) stake by 73% in Q2 2026, buying an estimated $645 and bringing the position to 45 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Cornerstone Planning Group first reported a position in RYAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.43K in Q3 2025. 157 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Cornerstone Planning Group held 45 shares of Ryan Specialty Holdings worth $1.77K as of Q2 2026.
  • Cornerstone Planning Group bought 19 Ryan Specialty Holdings shares in Q2 2026, an estimated $645.
  • Ryan Specialty Holdings made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1359 holding.
  • Cornerstone Planning Group first reported a position in Ryan Specialty Holdings in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Ryan Specialty Holdings position peaked at $8.43K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.