VarCov Co’s Ryan Specialty Holdings RYAN Stock Holding History

VarCov Co’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	–	Sell	-41,626	Closed	-$1.4M	–	523
2026 Q1	$1.4M	Buy	+41,626	New	+$1.78M	0.52%	42

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

VarCov Co's RYAN Position: Q2 2026 in Review

VarCov Co sold out of Ryan Specialty Holdings (RYAN) in Q2 2026, closing a stake of 41,626 shares — an estimated $1.4M sold.

VarCov Co first reported a position in RYAN in Q1 2026 and held it in 1 quarter. The position peaked at $1.4M in Q1 2026. 363 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

VarCov Co reported no remaining Ryan Specialty Holdings position as of Q2 2026 after selling out during the quarter.
VarCov Co sold 41,626 Ryan Specialty Holdings shares in Q2 2026, an estimated $1.4M.
VarCov Co first reported a position in Ryan Specialty Holdings in Q1 2026 and held it in 1 quarter.
VarCov Co's Ryan Specialty Holdings position peaked at $1.4M in Q1 2026.
363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.