Medallion Wealth Advisors, LLC
Position in RYAN — Ryan Specialty Holdings, Inc.
CIK 2131139
FARMINGTON, CT
Position in RYAN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,756
+$293 QoQ
Shares Held
73
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#327
of 364 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, 2026Medallion Wealth Advisors, LLC holds $11,216 across 2 Insurance - Specialty names. RYAN ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTG |
Mgic Investment Corp
|
300 | $8,460 | |
| 2 | RYAN |
Ryan Specialty Holdings, Inc.
This page
|
73 | $2,756 |
All Filings in RYAN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,756 | 73 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,463 | 73 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,768 | 73 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $4,114 | 73 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $4,963 | 73 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $5,392 | 73 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||