Global Retirement Partners, LLC
PensionPosition in RYAN — Ryan Specialty Holdings, Inc.
CIK 1749744
San Rafael, CA
Position in RYAN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$155,911
+$52,961 QoQ
Shares Held
4,129
+107.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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, 2026Global Retirement Partners, LLC holds $104,302,646 across 12 Insurance Brokers names. RYAN ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
441,225 | $101,292,023 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
8,069 | $1,344,860 | |
| 3 | AON |
Aon plc
|
2,811 | $932,380 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,579 | $412,703 | |
| 5 | RYAN |
Ryan Specialty Holdings, Inc.
This page
|
4,129 | $155,911 | |
| 6 | BRO |
Brown & Brown, Inc.
|
1,683 | $107,964 | |
| 7 | ERIE |
Erie Indemnity Co
|
119 | $28,530 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
486 | $23,571 |
All Filings in RYAN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,911 | 4,129 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $102,950 | 1,994 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $28,518 | 506 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $31,003 | 456 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $14,564 | 227 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,950 | 180 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,454 | 146 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||