Ballentine Partners, LLC

Position in RYAN — Ryan Specialty Holdings, Inc.

CIK 1374889 Waltham, MA

Position in RYAN

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$203,941

-$1,728 QoQ

Shares Held

5,401

+78.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#257

of 364 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballentine Partners, LLC holds $615,760 across 3 Insurance - Specialty names. RYAN ranks #2 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGO	Assured Guaranty Ltd	2,626	$210,500
2	RYAN	Ryan Specialty Holdings, Inc. This page	5,401	$203,941
3	MTG	Mgic Investment Corp	7,139	$201,319

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,941	5,401	+78.5%	Shares	Other	2026-07-17
2025-06-30	$205,669	3,025	+2.1%	Shares	Other	2025-07-15
2025-03-31	$218,802	2,962	—	Shares	Other	2025-05-01
No filing history on record for this holder in this stock.