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Principia Wealth Advisory’s Ryan Specialty Holdings RYAN Stock Holding History

Principia Wealth Advisory’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 		$1.36K Buy
36
+17
+89% +$577 ﹤0.01% 698
2026
Q1 		$641 Sell
19
-2
-10% -$85 ﹤0.01% 810
2025
Q4 		$1.08K Buy
21
+2
+11% +$110 ﹤0.01% 644
2025
Q3 		$1.07K Buy
19
+13
+217% +$770 ﹤0.01% 622
2025
Q2 		$408 Buy
+6
New +$414 ﹤0.01% 781

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

Principia Wealth Advisory's RYAN Position: Q2 2026 in Review

Principia Wealth Advisory increased its Ryan Specialty Holdings (RYAN) stake by 89% in Q2 2026, buying an estimated $577 and bringing the position to 36 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Principia Wealth Advisory first reported a position in RYAN in Q2 2025 and has held it in 5 quarters since. 366 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Principia Wealth Advisory held 36 shares of Ryan Specialty Holdings worth $1.36K as of Q2 2026.
  • Principia Wealth Advisory bought 17 Ryan Specialty Holdings shares in Q2 2026, an estimated $577.
  • Ryan Specialty Holdings made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #698 holding.
  • Principia Wealth Advisory first reported a position in Ryan Specialty Holdings in Q2 2025 and has held it in 5 quarters since.
  • 366 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.