ELEVATION WEALTH PARTNERS, LLC
Position in RYAN — Ryan Specialty Holdings, Inc.
CIK 1976256
WALNUT CREEK, CA
Position in RYAN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$24,430
+$19,887 QoQ
Shares Held
647
+635.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#294
of 364 holders
Holding Since
Dec 2025
2 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $106,577 across 7 Insurance - Specialty names. RYAN ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGO |
Assured Guaranty Ltd
|
581 | $46,572 | |
| 2 | RYAN |
Ryan Specialty Holdings, Inc.
This page
|
647 | $24,430 | |
| 3 | FAF |
First American Financial Corp
|
256 | $17,559 | |
| 4 | MTG |
Mgic Investment Corp
|
252 | $7,106 | |
| 5 | AXS |
Axis Capital Holdings Ltd
|
55 | $5,909 | |
| 6 | ESNT |
Essent Group Ltd.
|
47 | $3,021 | |
| 7 | FNF |
Fidelity National Financial, Inc.
|
42 | $1,980 |
All Filings in RYAN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,430 | 647 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $4,543 | 88 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||