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

Physician 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 		$1.32K Buy
35
+16
+84% +$543 ﹤0.01% 1702
2026
Q1 		$642 Sell
19
-11
-37% -$470 ﹤0.01% 1832
2025
Q4 		$1.55K Buy
+30
New +$1.65K ﹤0.01% 1400

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
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
B
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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
CI
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
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

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

Physician Wealth Advisors increased its Ryan Specialty Holdings (RYAN) stake by 84% in Q2 2026, buying an estimated $543 and bringing the position to 35 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Physician Wealth Advisors first reported a position in RYAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.55K in Q4 2025. 52 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Physician Wealth Advisors held 35 shares of Ryan Specialty Holdings worth $1.32K as of Q2 2026.
  • Physician Wealth Advisors bought 16 Ryan Specialty Holdings shares in Q2 2026, an estimated $543.
  • Ryan Specialty Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1702 holding.
  • Physician Wealth Advisors first reported a position in Ryan Specialty Holdings in Q4 2025 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Ryan Specialty Holdings position peaked at $1.55K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.