Valeo Financial Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Valeo 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	$219K	Buy	+5,800	New	+$197K	﹤0.01%	732

Other funds holding RYAN

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 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 New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Valeo Financial Advisors's RYAN Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Ryan Specialty Holdings (RYAN) in Q2 2026: 5,800 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings.

368 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

Valeo Financial Advisors held 5,800 shares of Ryan Specialty Holdings worth $219K as of Q2 2026.
Ryan Specialty Holdings was a new Valeo Financial Advisors position in Q2 2026.
Ryan Specialty Holdings made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #732 holding.
368 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.