Position in RYAN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$48,067,838
+$4,882,258 QoQ
Shares Held
1,272,983
-0.5% QoQ
Ownership
0.498%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 9%
Shared 0%
None 90%
Common Shares in RYAN Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $497,158,631 across 9 Insurance Brokers names. RYAN ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
706,903 | $234,472,656 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
771,225 | $177,050,123 | |
| 3 | RYAN |
Ryan Specialty Holdings, Inc.
This page
|
1,272,983 | $48,067,838 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
143,558 | $23,926,811 | |
| 5 | WTW |
Willis Towers Watson PLC
|
26,793 | $7,002,886 | |
| 6 | ERIE |
Erie Indemnity Co
|
25,645 | $6,148,388 | |
| 7 | CRVL |
Corvel Corp
|
7,253 | $453,457 | |
| 8 | EHTH |
eHealth, Inc.
|
13,049 | $19,443 |
All Filings in RYAN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,067,838 | 1,272,983 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $43,185,580 | 1,279,952 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,505,812 | 842,646 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||