Embree Financial Group
RYAN icon

Embree Financial Group’s Ryan Specialty Holdings RYAN Stock Holding History

Embree Financial 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
Q3 		$1.8M Sell
48,688
-26,317
-35% -$1.09M 0.18% 85
2026
Q2 		$2.83M Buy
75,005
+659
+0.9% +$22.4K 0.28% 61
2026
Q1 		$2.51M Sell
74,346
-4,611
-6% -$197K 0.3% 61
2025
Q4 		$4.08M Sell
78,957
-3,688
-4% -$202K 0.5% 44
2025
Q3 		$4.66M Buy
82,645
+933
+1% +$55.3K 0.62% 32
2025
Q2 		$5.56M Sell
81,712
-1,500
-2% -$104K 0.84% 27
2025
Q1 		$6.15M Hold
83,212
– – 1.03% 23
2024
Q4 		$5.34M Buy
83,212
+32,500
+64% +$2.26M 0.91% 23
2024
Q3 		$3.37M Sell
50,712
-7,000
-12% -$437K 0.6% 36
2024
Q2 		$3.34M Buy
57,712
+27,058
+88% +$1.44M 0.64% 35
2024
Q1 		$1.7M Buy
+30,654
New +$1.46M 0.33% 61

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
Romano Brothers & Co
Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Embree Financial Group's RYAN Position: Q3 2026 in Review

Embree Financial Group reduced its Ryan Specialty Holdings (RYAN) stake by 35% in Q3 2026, selling an estimated $1.09M and leaving 48,688 shares worth $1.8M. The position accounts for 0.18% of the portfolio, ranked #85.

Embree Financial Group first reported a position in RYAN in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.15M in Q1 2025. 68 funds tracked by Wall St. Rank hold RYAN as of Q3 2026.

  • Embree Financial Group held 48,688 shares of Ryan Specialty Holdings worth $1.8M as of Q3 2026.
  • Embree Financial Group sold 26,317 Ryan Specialty Holdings shares in Q3 2026, an estimated $1.09M.
  • Ryan Specialty Holdings made up 0.18% of Embree Financial Group's portfolio in Q3 2026, its #85 holding.
  • Embree Financial Group first reported a position in Ryan Specialty Holdings in Q1 2024 and has held it in 11 quarters since.
  • Embree Financial Group's Ryan Specialty Holdings position peaked at $6.15M in Q1 2025.
  • 68 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.