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Portside Wealth Group’s Ryan Specialty Holdings RYAN Stock Holding History

Portside Wealth Group’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 		– Sell
-6,718
Closed -$227K – 553
2026
Q1 		$227K Sell
6,718
-3,925
-37% -$168K 0.03% 426
2025
Q4 		$549K Sell
10,643
-4,964
-32% -$272K 0.07% 235
2025
Q3 		$880K Sell
15,607
-4,597
-23% -$272K 0.12% 179
2025
Q2 		$1.37M Sell
20,204
-2,341
-10% -$162K 0.2% 110
2025
Q1 		$1.67M Sell
22,545
-29
-0.1% -$1.97K 0.27% 89
2024
Q4 		$1.45M Sell
22,574
-12,227
-35% -$851K 0.24% 93
2024
Q3 		$2.31M Sell
34,801
-835
-2% -$52.2K 0.39% 64
2024
Q2 		$2.06M Sell
35,636
-8,019
-18% -$428K 0.39% 68
2024
Q1 		$2.42M Buy
43,655
+2,089
+5% +$99.8K 0.45% 61
2023
Q4 		$1.79M Buy
41,566
+4,044
+11% +$182K 0.33% 84
2023
Q3 		$1.82M Sell
37,522
-762
-2% -$35.3K 0.34% 80
2023
Q2 		$1.72M Buy
+38,284
New +$1.61M 0.32% 83

Other funds holding RYAN

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Portside Wealth Group's RYAN Position: Q2 2026 in Review

Portside Wealth Group sold out of Ryan Specialty Holdings (RYAN) in Q2 2026, closing a stake of 6,718 shares — an estimated $227K sold.

Portside Wealth Group first reported a position in RYAN in Q2 2023 and held it in 12 quarters. The position peaked at $2.42M in Q1 2024. 34 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Portside Wealth Group reported no remaining Ryan Specialty Holdings position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 6,718 Ryan Specialty Holdings shares in Q2 2026, an estimated $227K.
  • Portside Wealth Group first reported a position in Ryan Specialty Holdings in Q2 2023 and held it in 12 quarters.
  • Portside Wealth Group's Ryan Specialty Holdings position peaked at $2.42M in Q1 2024.
  • 34 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.