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Farther Finance Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Farther Finance 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 		$24.1K Buy
638
+241
+61% +$8.18K ﹤0.01% 3835
2026
Q1 		$13.1K Sell
397
-97
-20% -$4.14K ﹤0.01% 3936
2025
Q4 		$25.5K Buy
494
+187
+61% +$10.3K ﹤0.01% 3278
2025
Q3 		$17.3K Buy
307
+170
+124% +$10.1K ﹤0.01% 3131
2025
Q2 		$9.31K Buy
137
+47
+52% +$3.24K ﹤0.01% 3110
2025
Q1 		$6.64K Sell
90
-249
-73% -$16.9K ﹤0.01% 2922
2024
Q4 		$21.8K Hold
339
– – ﹤0.01% 2046
2024
Q3 		$22.5K Sell
339
-13
-4% -$812 ﹤0.01% 2036
2024
Q2 		$20K Buy
+352
New +$18.8K ﹤0.01% 1776
2024
Q1 		– Sell
-1
Closed -$43 – 3718
2023
Q4 		$43 Buy
+1
New +$45 ﹤0.01% 3400

Other funds holding RYAN

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Farther Finance Advisors's RYAN Position: Q2 2026 in Review

Farther Finance Advisors increased its Ryan Specialty Holdings (RYAN) stake by 61% in Q2 2026, buying an estimated $8.18K and bringing the position to 638 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3835.

Farther Finance Advisors first reported a position in RYAN in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.5K in Q4 2025. 54 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Farther Finance Advisors held 638 shares of Ryan Specialty Holdings worth $24.1K as of Q2 2026.
  • Farther Finance Advisors bought 241 Ryan Specialty Holdings shares in Q2 2026, an estimated $8.18K.
  • Ryan Specialty Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3835 holding.
  • Farther Finance Advisors first reported a position in Ryan Specialty Holdings in Q4 2023 and has held it in 10 quarters since.
  • Farther Finance Advisors's Ryan Specialty Holdings position peaked at $25.5K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.