Private Wealth Management Group, LLC
Position in RYAN — Ryan Specialty Holdings, Inc.
CIK 2011342
PRINCETON, NJ
Position in RYAN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,190
-$2,398 QoQ
Shares Held
58
-57.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#331
of 364 holders
Holding Since
Mar 2026
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, 2026Private Wealth Management Group, LLC holds $77,690 across 8 Insurance - Specialty names. RYAN ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDN |
Radian Group Inc
|
685 | $25,803 | |
| 2 | MTG |
Mgic Investment Corp
|
743 | $20,952 | |
| 3 | ESNT |
Essent Group Ltd.
|
154 | $9,899 | |
| 4 | FAF |
First American Financial Corp
|
123 | $8,436 | |
| 5 | FNF |
Fidelity National Financial, Inc.
|
106 | $4,998 | |
| 6 | AGO |
Assured Guaranty Ltd
|
46 | $3,687 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
This page
|
58 | $2,190 | |
| 8 | NMIH |
NMI Holdings, Inc.
|
42 | $1,725 |
All Filings in RYAN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,190 | 58 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,588 | 136 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||