Cornerstone Planning Group LLC
Position in RYAN — Ryan Specialty Holdings, Inc.
CIK 1822587
FAIRFIELD, NJ
Position in RYAN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,699
+$822 QoQ
Shares Held
45
+73.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 367 holders
Holding Since
Mar 2025
6 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, 2026Cornerstone Planning Group LLC holds $46,532 across 13 Insurance - Specialty names. RYAN ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNF |
Fidelity National Financial, Inc.
|
400 | $18,864 | |
| 2 | MTG |
Mgic Investment Corp
|
470 | $13,254 | |
| 3 | AGO |
Assured Guaranty Ltd
|
46 | $3,687 | |
| 4 | FAF |
First American Financial Corp
|
47 | $3,223 | |
| 5 | AMSF |
Amerisafe Inc
|
63 | $2,131 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
This page
|
45 | $1,699 | |
| 7 | ITIC |
Investors Title Co
|
3 | $821 | |
| 8 | NMIH |
NMI Holdings, Inc.
|
18 | $739 |
All Filings in RYAN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,699 | 45 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $877 | 26 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $103 | 2 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,721 | 137 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $271 | 4 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $443 | 6 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||