Institute for Wealth Management, LLC.

Position in RYAN — Ryan Specialty Holdings, Inc.

CIK 1533954 DENVER, CO

Position in RYAN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$25,072

-$410,027 QoQ

Shares Held

664

-91.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#292

of 364 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $505,365 across 5 Insurance - Specialty names. RYAN ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RDN	Radian Group Inc	11,456	$431,547
2	MTG	Mgic Investment Corp	1,380	$38,916
3	RYAN	Ryan Specialty Holdings, Inc. This page	664	$25,072
4	FAF	First American Financial Corp	100	$6,859
5	FNF	Fidelity National Financial, Inc.	63	$2,971

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,072	664	-91.4%	Shares	Sole	2026-07-28
2025-09-30	$435,099	7,720	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.