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United Capital Financial Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

United Capital Financial 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 		$249K Sell
6,597
-1,344
-17% -$45.6K ﹤0.01% 1449
2026
Q1 		$268K Buy
+7,941
New +$339K ﹤0.01% 1406

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

United Capital Financial Advisors's RYAN Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Ryan Specialty Holdings (RYAN) stake by 17% in Q2 2026, selling an estimated $45.6K and leaving 6,597 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

United Capital Financial Advisors first reported a position in RYAN in Q1 2026 and has held it in 2 quarters since. The position peaked at $268K in Q1 2026. 366 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • United Capital Financial Advisors held 6,597 shares of Ryan Specialty Holdings worth $249K as of Q2 2026.
  • United Capital Financial Advisors sold 1,344 Ryan Specialty Holdings shares in Q2 2026, an estimated $45.6K.
  • Ryan Specialty Holdings made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1449 holding.
  • United Capital Financial Advisors first reported a position in Ryan Specialty Holdings in Q1 2026 and has held it in 2 quarters since.
  • United Capital Financial Advisors's Ryan Specialty Holdings position peaked at $268K in Q1 2026.
  • 366 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.