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Equitable Trust’s Ryan Specialty Holdings RYAN Stock Holding History

Equitable Trust’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 		$6.96M Buy
184,305
+70,726
+62% +$2.4M 0.29% 73
2026
Q1 		$3.83M Buy
113,579
+34,016
+43% +$1.45M 0.18% 104
2025
Q4 		$4.11M Buy
+79,563
New +$4.36M 0.18% 103

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

Equitable Trust's RYAN Position: Q2 2026 in Review

Equitable Trust increased its Ryan Specialty Holdings (RYAN) stake by 62% in Q2 2026, buying an estimated $2.4M and bringing the position to 184,305 shares worth $6.96M. The position accounts for 0.29% of the portfolio, ranked #73.

Equitable Trust first reported a position in RYAN in Q4 2025 and has held it in 3 quarters since. 363 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Equitable Trust held 184,305 shares of Ryan Specialty Holdings worth $6.96M as of Q2 2026.
  • Equitable Trust bought 70,726 Ryan Specialty Holdings shares in Q2 2026, an estimated $2.4M.
  • Ryan Specialty Holdings made up 0.29% of Equitable Trust's portfolio in Q2 2026, its #73 holding.
  • Equitable Trust first reported a position in Ryan Specialty Holdings in Q4 2025 and has held it in 3 quarters since.
  • 363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.