CX Institutional
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CX Institutional’s Ryan Specialty Holdings RYAN Stock Holding History

CX Institutional’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
Q3 		$22K Buy
602
+5
+0.8% +$207 ﹤0.01% 1210
2026
Q2 		$23K Buy
+597
New +$20.3K ﹤0.01% 1147

Other funds holding RYAN

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bellecapital
Bellecapital Zurich, Switzerland $683M AUM 33.2% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Northwestern University
Northwestern University Evanston, Illinois $64.5M AUM 2.12% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return
Romano Brothers & Co
Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

CX Institutional's RYAN Position: Q3 2026 in Review

CX Institutional increased its Ryan Specialty Holdings (RYAN) stake by 0.84% in Q3 2026, buying an estimated $207 and bringing the position to 602 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

CX Institutional first reported a position in RYAN in Q2 2026 and has held it in 2 quarters since. The position peaked at $23K in Q2 2026. 68 funds tracked by Wall St. Rank hold RYAN as of Q3 2026.

  • CX Institutional held 602 shares of Ryan Specialty Holdings worth $22K as of Q3 2026.
  • CX Institutional bought 5 Ryan Specialty Holdings shares in Q3 2026, an estimated $207.
  • Ryan Specialty Holdings made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1210 holding.
  • CX Institutional first reported a position in Ryan Specialty Holdings in Q2 2026 and has held it in 2 quarters since.
  • CX Institutional's Ryan Specialty Holdings position peaked at $23K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.