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Summit Securities Group’s Ryan Specialty Holdings RYAN Stock Holding History

Summit Securities 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 		$166K Buy
+4,397
New +$149K 0.02% 305
2025
Q2 		– Sell
-200
Closed -$14.8K – 1388
2025
Q1 		$14.8K Buy
200
+173
+641% +$11.8K ﹤0.01% 506
2024
Q4 		$1.73K Buy
+27
New +$1.88K ﹤0.01% 543

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

Summit Securities Group's RYAN Position: Q2 2026 in Review

Summit Securities Group opened a new position in Ryan Specialty Holdings (RYAN) in Q2 2026: 4,397 shares worth $166K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in RYAN as recently as Q1 2025.

Summit Securities Group first reported a position in RYAN in Q4 2024 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Summit Securities Group held 4,397 shares of Ryan Specialty Holdings worth $166K as of Q2 2026.
  • Ryan Specialty Holdings was a new Summit Securities Group position in Q2 2026.
  • Ryan Specialty Holdings made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #305 holding.
  • Summit Securities Group first reported a position in Ryan Specialty Holdings in Q4 2024 and has held it in 3 quarters since.
  • 368 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.