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Summit Trail Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Summit Trail 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 		$537K Buy
14,219
+2,435
+21% +$82.6K 0.01% 1200
2026
Q1 		$398K Buy
11,784
+1,371
+13% +$58.5K 0.01% 1235
2025
Q4 		$538K Buy
10,413
+431
+4% +$23.6K 0.01% 1049
2025
Q3 		$563K Buy
+9,982
New +$591K 0.01% 1045

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 Trail Advisors's RYAN Position: Q2 2026 in Review

Summit Trail Advisors increased its Ryan Specialty Holdings (RYAN) stake by 21% in Q2 2026, buying an estimated $82.6K and bringing the position to 14,219 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #1200.

Summit Trail Advisors first reported a position in RYAN in Q3 2025 and has held it in 4 quarters since. The position peaked at $563K in Q3 2025. 368 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Summit Trail Advisors held 14,219 shares of Ryan Specialty Holdings worth $537K as of Q2 2026.
  • Summit Trail Advisors bought 2,435 Ryan Specialty Holdings shares in Q2 2026, an estimated $82.6K.
  • Ryan Specialty Holdings made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1200 holding.
  • Summit Trail Advisors first reported a position in Ryan Specialty Holdings in Q3 2025 and has held it in 4 quarters since.
  • Summit Trail Advisors's Ryan Specialty Holdings position peaked at $563K in Q3 2025.
  • 368 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.