EWA
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EverSource Wealth Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

EverSource Wealth Advisors’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 		$11.7K Sell
310
-131
-30% -$4.45K ﹤0.01% 2817
2026
Q1 		$14.9K Buy
441
+393
+819% +$16.8K ﹤0.01% 2686
2025
Q4 		$2.48K Sell
48
-213
-82% -$11.7K ﹤0.01% 3415
2025
Q3 		$14.7K Buy
261
+128
+96% +$7.58K ﹤0.01% 2578
2025
Q2 		$9.04K Buy
133
+96
+259% +$6.63K ﹤0.01% 2872
2025
Q1 		$2.73K Hold
37
– – ﹤0.01% 2780
2024
Q4 		$2.37K Hold
37
– – ﹤0.01% 2648
2024
Q3 		$2.46K Hold
37
– – ﹤0.01% 2478
2024
Q2 		$2.28K Hold
37
– – ﹤0.01% 2506
2024
Q1 		$1.83K Buy
37
+25
+208% +$1.19K ﹤0.01% 2418
2023
Q4 		$516 Hold
12
– – ﹤0.01% 2517
2023
Q3 		$581 Hold
12
– – ﹤0.01% 2345
2023
Q2 		$539 Buy
+12
New +$505 ﹤0.01% 2338

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 $3.38T AUM 44.17% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

EverSource Wealth Advisors's RYAN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Ryan Specialty Holdings (RYAN) stake by 30% in Q2 2026, selling an estimated $4.45K and leaving 310 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2817.

EverSource Wealth Advisors first reported a position in RYAN in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.9K in Q1 2026. 369 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • EverSource Wealth Advisors held 310 shares of Ryan Specialty Holdings worth $11.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 131 Ryan Specialty Holdings shares in Q2 2026, an estimated $4.45K.
  • Ryan Specialty Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2817 holding.
  • EverSource Wealth Advisors first reported a position in Ryan Specialty Holdings in Q2 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Ryan Specialty Holdings position peaked at $14.9K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.