Position in RYAN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,104
+$1,608 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#301
of 368 holders
Holding Since
Dec 2022
15 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, 2026NewEdge Advisors, LLC holds $25,063,735 across 9 Insurance Brokers names. RYAN ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
121,921 | $7,821,232 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
33,623 | $7,718,832 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
36,712 | $6,118,789 | |
| 4 | AON |
Aon plc
|
6,898 | $2,287,997 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,805 | $994,512 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,475 | $92,365 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
This page
|
400 | $15,104 | |
| 8 | ERIE |
Erie Indemnity Co
|
40 | $9,590 |
All Filings in RYAN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,104 | 400 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,496 | 400 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $28,138 | 545 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $30,716 | 545 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $37,054 | 545 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $43,952 | 595 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,175 | 595 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $29,875 | 450 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $26,059 | 450 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $24,975 | 450 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,552 | 408 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,100 | 250 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,222 | 250 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,060 | 250 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,377 | 250 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||