Physician Wealth Advisors, Inc.
Position in RYAN — Ryan Specialty Holdings, Inc.
CIK 1795173
MIDVALE, UT
Position in RYAN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,321
+$680 QoQ
Shares Held
35
+84.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#341
of 364 holders
Holding Since
Dec 2025
3 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 - Specialty
Financial Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $221,330 across 10 Insurance - Specialty names. RYAN ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAF |
First American Financial Corp
|
1,976 | $135,533 | |
| 2 | MTG |
Mgic Investment Corp
|
2,478 | $69,879 | |
| 3 | AXS |
Axis Capital Holdings Ltd
|
51 | $5,479 | |
| 4 | AMSF |
Amerisafe Inc
|
73 | $2,469 | |
| 5 | ESNT |
Essent Group Ltd.
|
38 | $2,442 | |
| 6 | AGO |
Assured Guaranty Ltd
|
24 | $1,923 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
This page
|
35 | $1,321 | |
| 8 | NMIH |
NMI Holdings, Inc.
|
27 | $1,109 |
All Filings in RYAN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,321 | 35 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $641 | 19 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,548 | 30 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||