SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in RYAN — Ryan Specialty Holdings, Inc.
CIK 1531593
NEW YORK, NY
Position in RYAN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$166,030
+$151,256 QoQ
Shares Held
4,397
+2098.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#264
of 368 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RYAN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $228,434 across 7 Insurance Brokers names. RYAN ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RYAN |
Ryan Specialty Holdings, Inc.
This page
|
4,397 | $166,030 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
112 | $18,667 | |
| 3 | AON |
Aon plc
|
50 | $16,584 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
60 | $13,774 | |
| 5 | WTW |
Willis Towers Watson PLC
|
29 | $7,579 | |
| 6 | BRO |
Brown & Brown, Inc.
|
68 | $4,362 | |
| 7 | ERIE |
Erie Indemnity Co
|
6 | $1,438 |
All Filings in RYAN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,030 | 4,397 | Shares | Sole | 2026-08-03 | |
| 2025-03-31 | $14,774 | 200 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,732 | 27 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||