Filing Research | RYAN - RYAN SPECIALTY HOLDINGS INC Institutional Holdings

Snapshot holdings

50 / 67 loaded

#		Instrument	quantity
1	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	2.7MSH	$101.5M
2	FENIMORE ASSET MANAGEMENT INC	Shares	1.3MSH	$49.3M
3	DUDLEY & SHANLEY, INC.	Shares	465.1KSH	$17.6M
4	Bellecapital International Ltd.	Shares	304.1KSH	$11.5M
5	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	189.0KSH	$7.1M
6	EQUITABLE TRUST CO	Shares	184.3KSH	$7.0M
7	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	177.5KSH	$6.7M
8	NORTHWESTERN UNIVERSITY	Shares	119.0KSH	$4.5M
9	COOPER INVESTORS PTY LTD	Shares	109.5KSH	$4.1M
10	Embree Financial Group	Shares	75.0KSH	$2.8M
11	Oak Thistle LLC	Shares	73.6KSH	$2.8M
12	Police & Firemen's Retirement System of New Jersey	Shares	50.6KSH	$1.9M
13	Tributary Capital Management, LLC	Shares	48.5KSH	$1.8M
14	LBP AM SA	Shares	45.6KSH	$1.7M
15	ROMANO BROTHERS AND COMPANY	Shares	43.4KSH	$1.6M
16	CoreCap Advisors, LLC	Shares	37.3KSH	$1.4M
17	Louisiana State Employees Retirement System	Shares	33.3KSH	$1.3M
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	31.3KSH	$1.2M
19	Diversified Trust Co	Shares	30.5KSH	$1.2M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	27.3KSH	$1.0M
21	Y-Intercept (Hong Kong) Ltd	Shares	24.7KSH	$931.1K
22	TCP Asset Management, LLC	Shares	17.5KSH	$660.8K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.0KSH	$525.9K
24	First National Advisers, LLC	Shares	13.8KSH	$521.4K
25	SECURIAN ASSET MANAGEMENT, INC	Shares	8.4KSH	$352.8K
26	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	9.2KSH	$347.4K
27	PFG Investments, LLC	Shares	8.5KSH	$319.3K
28	Crossmark Global Holdings, Inc.	Shares	7.7KSH	$290.6K
29	Arlington Partners LLC	Shares	7.5KSH	$282.1K
30	DAVENPORT & Co LLC	Shares	6.5KSH	$246.6K
31	Valeo Financial Advisors, LLC	Shares	5.8KSH	$219.0K
32	Ballentine Partners, LLC	Shares	5.4KSH	$203.9K
33	SIGNATUREFD, LLC	Shares	4.9KSH	$183.6K
34	AdvisorNet Financial, Inc	Shares	2.7KSH	$102.0K
35	KERR FINANCIAL PLANNING Corp	Shares	2.2KSH	$83.3K
36	GAMMA Investing LLC	Shares	2.1KSH	$79.6K
37	Versant Capital Management, Inc	Shares	1.0KSH	$39.6K
38	Blue Trust, Inc.	Shares	884SH	$33.4K
39	HHM Wealth Advisors, LLC	Shares	665SH	$25.1K
40	Owl Creek Wealth Partners LLC	Shares	660SH	$24.9K
41	ELEVATION WEALTH PARTNERS, LLC	Shares	647SH	$24.4K
42	Farther Finance Advisors, LLC	Shares	638SH	$24.1K
43	EverSource Wealth Advisors, LLC	Shares	310SH	$11.7K
44	MassMutual Private Wealth & Trust, FSB	Shares	289SH	$10.9K
45	HM PAYSON & CO	Shares	200SH	$7.6K
46	WOLFF WIESE MAGANA LLC	Shares	158SH	$6.0K
47	Strategic Investment Solutions, Inc. /IL	Shares	103SH	$3.9K
48	SJS Investment Consulting Inc.	Shares	90SH	$3.4K
49	FARMERS & MERCHANTS INVESTMENTS INC	Shares	90SH	$3.4K
50	FIRST HORIZON CORP	Shares	75SH	$2.8K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 75 loaded

#		Instrument
1	FENIMORE ASSET MANAGEMENT INC added	Shares	+581.8K	+$24.9M	$49.3M
2	Bellecapital International Ltd. new	Shares	+304.1K	+$11.5M	$11.5M
3	CONFLUENCE INVESTMENT MANAGEMENT LLC new	Shares	+189.0K	+$7.1M	$7.1M
4	EQUITABLE TRUST CO added	Shares	+70.7K	+$3.1M	$7.0M
5	ROMANO BROTHERS AND COMPANY new	Shares	+43.4K	+$1.6M	$1.6M
6	DUDLEY & SHANLEY, INC. trimmed	Shares	-14.9K	+$1.4M	$17.6M
7	Tributary Capital Management, LLC added	Shares	+29.7K	+$1.2M	$1.8M
8	TCP Asset Management, LLC new	Shares	+17.5K	+$660.8K	$660.8K
9	NORTHWESTERN UNIVERSITY unchanged	Shares	0	+$478.6K	$4.5M
10	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-8.9K	+$414.7K	$6.7M
11	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+9.2K	+$347.4K	$347.4K
12	Embree Financial Group added	Shares	+659	+$323.7K	$2.8M
13	PFG Investments, LLC new	Shares	+8.5K	+$319.3K	$319.3K
14	Police & Firemen's Retirement System of New Jersey added	Shares	+2.8K	+$299.4K	$1.9M
15	Diversified Trust Co added	Shares	+2.9K	+$221.7K	$1.2M
16	Valeo Financial Advisors, LLC new	Shares	+5.8K	+$219.0K	$219.0K
17	Oak Thistle LLC trimmed	Shares	-2.4K	+$213.8K	$2.8M
18	Ballentine Partners, LLC new	Shares	+5.4K	+$203.9K	$203.9K
19	LBP AM SA unchanged	Shares	0	+$183.3K	$1.7M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.8K	+$182.2K	$525.9K
21	CoreCap Advisors, LLC added	Shares	+26	+$150.9K	$1.4M
22	Louisiana State Employees Retirement System added	Shares	+200	+$140.6K	$1.3M
23	AdvisorNet Financial, Inc added	Shares	+2.7K	+$101.7K	$102.0K
24	First National Advisers, LLC added	Shares	+685	+$78.6K	$521.4K
25	SIGNATUREFD, LLC added	Shares	+1.5K	+$69.5K	$183.6K
26	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$69.2K	$352.8K
27	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.3K	+$65.8K	$1.0M
28	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.9K	+$62.2K	$1.2M
29	GAMMA Investing LLC added	Shares	+999	+$42.2K	$79.6K
30	Blue Trust, Inc. new	Shares	+884	+$33.4K	$33.4K
31	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$30.9K	$290.6K
32	Arlington Partners LLC unchanged	Shares	0	+$30.0K	$282.1K
33	DAVENPORT & Co LLC added	Shares	+45	+$27.8K	$246.6K
34	ELEVATION WEALTH PARTNERS, LLC new	Shares	+647	+$24.4K	$24.4K
35	Farther Finance Advisors, LLC added	Shares	+241	+$11.0K	$24.1K
36	Owl Creek Wealth Partners LLC added	Shares	+225	+$10.2K	$24.9K
37	KERR FINANCIAL PLANNING Corp added	Shares	+4	+$6.6K	$83.3K
38	SJS Investment Consulting Inc. new	Shares	+90	+$3.4K	$3.4K
39	FIRST HORIZON CORP new	Shares	+75	+$2.8K	$2.8K
40	HHM Wealth Advisors, LLC unchanged	Shares	0	+$2.7K	$25.1K
41	IFP Advisors, Inc added	Shares	+51	+$2.0K	$2.6K
42	Abound Wealth Management new	Shares	+47	+$1.8K	$1.8K
43	Bogart Wealth, LLC new	Shares	+31	+$1.2K	$1.2K
44	HM PAYSON & CO unchanged	Shares	0	+$804	$7.6K
45	Cromwell Holdings LLC added	Shares	+17	+$718	$1.4K
46	Physician Wealth Advisors, Inc. added	Shares	+16	+$680	$1.3K
47	TFC Financial Management, Inc. new	Shares	+17	+$642	$642
48	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$636	$6.0K
49	WEST PACES ADVISORS INC. new	Shares	+16	+$604	$604
50	Strategic Investment Solutions, Inc. /IL added	Shares	+1	+$427	$3.9K

Scroll to load more