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Kerr Financial Planning’s Ryan Specialty Holdings RYAN Stock Holding History

Kerr Financial Planning’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 		$83.3K Buy
2,207
+4
+0.2% +$136 0.09% 146
2026
Q1 		$76.8K Buy
2,203
+1,004
+84% +$42.9K 0.05% 149
2025
Q4 		$56.6K Buy
1,199
+2
+0.2% +$110 0.08% 167
2025
Q3 		$68.1K Buy
+1,197
New +$70.9K 0.1% 142

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

Kerr Financial Planning's RYAN Position: Q2 2026 in Review

Kerr Financial Planning increased its Ryan Specialty Holdings (RYAN) stake by 0.18% in Q2 2026, buying an estimated $136 and bringing the position to 2,207 shares worth $83.3K. The position accounts for 0.09% of the portfolio, ranked #146.

Kerr Financial Planning first reported a position in RYAN in Q3 2025 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Kerr Financial Planning held 2,207 shares of Ryan Specialty Holdings worth $83.3K as of Q2 2026.
  • Kerr Financial Planning bought 4 Ryan Specialty Holdings shares in Q2 2026, an estimated $136.
  • Ryan Specialty Holdings made up 0.09% of Kerr Financial Planning's portfolio in Q2 2026, its #146 holding.
  • Kerr Financial Planning first reported a position in Ryan Specialty Holdings in Q3 2025 and has held it in 4 quarters since.
  • 363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.