Creative Planning
RYAN icon

Creative Planning’s Ryan Specialty Holdings RYAN Stock Holding History

Creative Planning’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 		$5.5M Buy
145,662
+53,977
+59% +$1.83M ﹤0.01% 1331
2026
Q1 		$3.09M Buy
91,685
+78,306
+585% +$3.34M ﹤0.01% 1556
2025
Q4 		$691K Buy
13,379
+4,376
+49% +$240K ﹤0.01% 2577
2025
Q3 		$507K Buy
9,003
+4,417
+96% +$262K ﹤0.01% 2707
2025
Q2 		$312K Buy
4,586
+613
+15% +$42.3K ﹤0.01% 2867
2025
Q1 		$293K Sell
3,973
-285
-7% -$19.4K ﹤0.01% 2777
2024
Q4 		$273K Buy
+4,258
New +$296K ﹤0.01% 2737

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

Creative Planning's RYAN Position: Q2 2026 in Review

Creative Planning increased its Ryan Specialty Holdings (RYAN) stake by 59% in Q2 2026, buying an estimated $1.83M and bringing the position to 145,662 shares worth $5.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Creative Planning first reported a position in RYAN in Q4 2024 and has held it in 7 quarters since. 368 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Creative Planning held 145,662 shares of Ryan Specialty Holdings worth $5.5M as of Q2 2026.
  • Creative Planning bought 53,977 Ryan Specialty Holdings shares in Q2 2026, an estimated $1.83M.
  • Ryan Specialty Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1331 holding.
  • Creative Planning first reported a position in Ryan Specialty Holdings in Q4 2024 and has held it in 7 quarters since.
  • 368 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.