HB Wealth Management »

Ryan Specialty Group Hldgs I shares owned by HB Wealth Management

Quarter-by-quarter ownership of Ryan Specialty Group Hldgs I (RYAN) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Ryan Specialty Group Hldgs I

Tip: Access up to 7 years of quarterly data

All positions including Ryan Specialty Group Hldgs I held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ryan Specialty Group Hldgs I by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 54k 56.36
2025-06-30 $3.6M 53k 67.99
2025-03-31 $4.1M 56k 73.87

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Ryan Specialty Group Hldgs I

BlackRock
Vanguard Group
Capital World Investors
Principal Financial Group
T. Rowe Price Investment Management
Montrusco Bolton Investment
State Street Corporation
Kayne Anderson Rudnick Investment Management
Champlain Investment Partners
Bessemer
William Blair $ Company
Morgan Stanley
Geode Capital Management
Viking Global Investors
ClearBridge Advisors

View all funds holding Ryan Specialty Group Hldgs I