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Equibles

Allworth Financial LP

Position in RYAN — Ryan Specialty Holdings, Inc.

CIK 1555170 FOLSOM, CA
Back to RYAN Full portfolio

Position in RYAN

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$29,717
+$14,096 QoQ
Shares Held
787
+70.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in RYAN Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Allworth Financial LP holds $4,613,398 across 14 Insurance Brokers names. RYAN ranks #8 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AON
Aon plc
 5,799 $1,923,470
2 MRSH
Marsh & Mclennan Companies, Inc.
 7,314 $1,219,024
3 AJG
Arthur J. Gallagher & Co.
 3,332 $764,927
4 BRO
Brown & Brown, Inc.
 3,319 $212,913
5 WTW
Willis Towers Watson PLC
 673 $175,902
6 CRVL
Corvel Corp
 2,220 $138,794
7 ERIE
Erie Indemnity Co
 402 $96,379
8 RYAN
Ryan Specialty Holdings, Inc.
This page 		787 $29,717

All Filings in RYAN

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $29,717 787
2026-03-31 $15,621 463
2025-12-31 $9,499 184
2025-09-30 $9,073 161
2025-06-30 $13,462 198
2025-03-31 $9,824 133
2024-12-31 $13,473 210
2024-09-30 $13,543 204
2024-06-30 $11,697 202
2024-03-31 $10,711 193
2023-12-31 $8,819 205
2023-09-30 $1,742 36