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Fortitude Family Office’s Ryan Specialty Holdings RYAN Stock Holding History

Fortitude Family Office’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 		$33.6K Buy
+907
New +$37.6K 0.01% 618
2026
Q1 		– Sell
-10
Closed -$516 – 2047
2025
Q4 		$516 Buy
10
+2
+25% +$110 ﹤0.01% 1700
2025
Q3 		$451 Hold
8
– – ﹤0.01% 1844
2025
Q2 		$544 Buy
+8
New +$552 ﹤0.01% 1761

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
DS
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
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fortitude Family Office's RYAN Position: Q3 2026 in Review

Fortitude Family Office opened a new position in Ryan Specialty Holdings (RYAN) in Q3 2026: 907 shares worth $33.6K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in RYAN as recently as Q4 2025.

Fortitude Family Office first reported a position in RYAN in Q2 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold RYAN as of Q3 2026.

  • Fortitude Family Office held 907 shares of Ryan Specialty Holdings worth $33.6K as of Q3 2026.
  • Ryan Specialty Holdings was a new Fortitude Family Office position in Q3 2026.
  • Ryan Specialty Holdings made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #618 holding.
  • Fortitude Family Office first reported a position in Ryan Specialty Holdings in Q2 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.