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Institute for Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History

Institute for 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 		$25.1K Buy
+664
New +$22.5K ﹤0.01% 1062
2025
Q4 		– Sell
-7,720
Closed -$435K – 582
2025
Q3 		$435K Buy
+7,720
New +$457K 0.05% 357

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

Institute for Wealth Management's RYAN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Ryan Specialty Holdings (RYAN) in Q2 2026: 664 shares worth $25.1K. The stake represents ﹤0.01% of the portfolio and ranks #1062 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in RYAN as recently as Q3 2025.

Institute for Wealth Management first reported a position in RYAN in Q3 2025 and has held it in 2 quarters since. The position peaked at $435K in Q3 2025. 366 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Institute for Wealth Management held 664 shares of Ryan Specialty Holdings worth $25.1K as of Q2 2026.
  • Ryan Specialty Holdings was a new Institute for Wealth Management position in Q2 2026.
  • Ryan Specialty Holdings made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1062 holding.
  • Institute for Wealth Management first reported a position in Ryan Specialty Holdings in Q3 2025 and has held it in 2 quarters since.
  • Institute for Wealth Management's Ryan Specialty Holdings position peaked at $435K in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.