James T. Borello RIA
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James T. Borello RIA’s Ryan Specialty Holdings RYAN Stock Holding History

James T. Borello RIA’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
Q3 		$16.4K Hold
444
– – ﹤0.01% 476
2026
Q2 		$16.8K Buy
444
+411
+1,245% +$14K ﹤0.01% 461
2026
Q1 		$1.11K Sell
33
-6
-15% -$256 ﹤0.01% 1004
2025
Q4 		$2.01K Buy
+39
New +$2.14K ﹤0.01% 782

Other funds holding RYAN

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bellecapital
Bellecapital Zurich, Switzerland $683M AUM 33.2% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Northwestern University
Northwestern University Evanston, Illinois $64.5M AUM 2.12% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return
Romano Brothers & Co
Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

James T. Borello RIA's RYAN Position: Q3 2026 in Review

James T. Borello RIA held its Ryan Specialty Holdings (RYAN) position steady in Q3 2026 at 444 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

James T. Borello RIA first reported a position in RYAN in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.8K in Q2 2026. 68 funds tracked by Wall St. Rank hold RYAN as of Q3 2026.

  • James T. Borello RIA held 444 shares of Ryan Specialty Holdings worth $16.4K as of Q3 2026.
  • James T. Borello RIA left its Ryan Specialty Holdings share count unchanged in Q3 2026.
  • Ryan Specialty Holdings made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #476 holding.
  • James T. Borello RIA first reported a position in Ryan Specialty Holdings in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Ryan Specialty Holdings position peaked at $16.8K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.