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HB Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History

HB Wealth Management’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 		$2.15M Buy
56,983
+2,186
+4% +$74.2K 0.01% 458
2026
Q1 		$1.85M Buy
54,797
+913
+2% +$39K 0.01% 448
2025
Q4 		$2.78M Buy
53,884
+270
+0.5% +$14.8K 0.02% 348
2025
Q3 		$3.02M Buy
53,614
+660
+1% +$39.1K 0.02% 331
2025
Q2 		$3.6M Sell
52,954
-3,213
-6% -$222K 0.03% 271
2025
Q1 		$4.15M Buy
+56,167
New +$3.82M 0.03% 257

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

HB Wealth Management's RYAN Position: Q2 2026 in Review

HB Wealth Management increased its Ryan Specialty Holdings (RYAN) stake by 4% in Q2 2026, buying an estimated $74.2K and bringing the position to 56,983 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #458.

HB Wealth Management first reported a position in RYAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.15M in Q1 2025. 366 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • HB Wealth Management held 56,983 shares of Ryan Specialty Holdings worth $2.15M as of Q2 2026.
  • HB Wealth Management bought 2,186 Ryan Specialty Holdings shares in Q2 2026, an estimated $74.2K.
  • Ryan Specialty Holdings made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #458 holding.
  • HB Wealth Management first reported a position in Ryan Specialty Holdings in Q1 2025 and has held it in 6 quarters since.
  • HB Wealth Management's Ryan Specialty Holdings position peaked at $4.15M in Q1 2025.
  • 366 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.