Valued Wealth Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Valued Wealth 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	$2.15K	Hold	57	–	–	﹤0.01%	653
2026 Q1	$1.92K	Hold	57	–	–	﹤0.01%	577
2025 Q4	$2.94K	Hold	57	–	–	﹤0.01%	365
2025 Q3	$3.21K	Hold	57	–	–	﹤0.01%	340
2025 Q2	$3.88K	Hold	57	–	–	﹤0.01%	316
2025 Q1	$4.21K	Hold	57	–	–	﹤0.01%	330
2024 Q4	$3.66K	Hold	57	–	–	﹤0.01%	343
2024 Q3	$3.79K	Hold	57	–	–	﹤0.01%	314
2024 Q2	$3.3K	Hold	57	–	–	﹤0.01%	314
2024 Q1	$3.16K	Buy	+57	New	+$2.72K	﹤0.01%	300

Other funds holding RYAN

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Valued Wealth Advisors's RYAN Position: Q2 2026 in Review

Valued Wealth Advisors held its Ryan Specialty Holdings (RYAN) position steady in Q2 2026 at 57 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Valued Wealth Advisors first reported a position in RYAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.21K in Q1 2025. 67 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

Valued Wealth Advisors held 57 shares of Ryan Specialty Holdings worth $2.15K as of Q2 2026.
Valued Wealth Advisors left its Ryan Specialty Holdings share count unchanged in Q2 2026.
Ryan Specialty Holdings made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #653 holding.
Valued Wealth Advisors first reported a position in Ryan Specialty Holdings in Q1 2024 and has held it in 10 quarters since.
Valued Wealth Advisors's Ryan Specialty Holdings position peaked at $4.21K in Q1 2025.
67 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.