HHM Wealth Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

HHM 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	$25.1K	Hold	665	–	–	﹤0.01%	491
2026 Q1	$22.4K	Hold	665	–	–	﹤0.01%	491
2025 Q4	$34.3K	Hold	665	–	–	﹤0.01%	419
2025 Q3	$37.5K	Hold	665	–	–	﹤0.01%	413
2025 Q2	$45.2K	Hold	665	–	–	0.01%	389
2025 Q1	$49.1K	Hold	665	–	–	0.01%	367
2024 Q4	$42.7K	Hold	665	–	–	0.01%	388
2024 Q3	$44.1K	Hold	665	–	–	0.01%	358
2024 Q2	$38.5K	Hold	665	–	–	0.01%	371
2024 Q1	$36.9K	Hold	665	–	–	0.01%	337
2023 Q4	$28.6K	Hold	665	–	–	0.01%	366
2023 Q3	$32.2K	Hold	665	–	–	0.01%	332
2023 Q2	$29.9K	Hold	665	–	–	0.01%	363
2023 Q1	$26.8K	Hold	665	–	–	0.01%	371
2022 Q4	$27.6K	Hold	665	–	–	0.01%	324
2022 Q3	$27K	Hold	665	–	–	0.01%	312
2022 Q2	$26K	Hold	665	–	–	0.01%	388
2022 Q1	$26K	Hold	665	–	–	0.01%	404
2021 Q4	$27K	Hold	665	–	–	0.01%	390
2021 Q3	$23K	Buy	+665	New	+$21K	0.01%	391

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

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

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

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return

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

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

HHM Wealth Advisors held its Ryan Specialty Holdings (RYAN) position steady in Q2 2026 at 665 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

HHM Wealth Advisors first reported a position in RYAN in Q3 2021 and has held it in 20 quarters since. The position peaked at $49.1K in Q1 2025. 72 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

HHM Wealth Advisors held 665 shares of Ryan Specialty Holdings worth $25.1K as of Q2 2026.
HHM Wealth Advisors left its Ryan Specialty Holdings share count unchanged in Q2 2026.
Ryan Specialty Holdings made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #491 holding.
HHM Wealth Advisors first reported a position in Ryan Specialty Holdings in Q3 2021 and has held it in 20 quarters since.
HHM Wealth Advisors's Ryan Specialty Holdings position peaked at $49.1K in Q1 2025.
72 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

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