Cassaday & Co Wealth Management LLC

Position in RYAN — Ryan Specialty Holdings, Inc.

CIK 1963612 MCLEAN, VA

Position in RYAN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$113

-$123 QoQ

Shares Held

-57.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#363

of 364 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $3,487 across 4 Insurance - Specialty names. RYAN ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTG	Mgic Investment Corp	82	$2,312
2	FNF	Fidelity National Financial, Inc.	18	$848
3	AXS	Axis Capital Holdings Ltd	2	$214
4	RYAN	Ryan Specialty Holdings, Inc. This page	3	$113

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$113	3	-57.1%	Shares	Sole	2026-08-10
2026-03-31	$236	7	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.