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Ryan Specialty Group Hldgs I shares owned by Intelligent Financial Strategies

Quarter-by-quarter ownership of Ryan Specialty Group Hldgs I (RYAN) shares owned by Intelligent Financial Strategies from 13F filings

Historical chart of Intelligent Financial Strategies investment in Ryan Specialty Group Hldgs I

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All positions including Ryan Specialty Group Hldgs I held by Intelligent Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ryan Specialty Group Hldgs I by Intelligent Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $14k 239 57.91
2024-03-31 $44k 784 55.50

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Berkshire Hathaway Inc Del COM - Class B (BRK.B)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Total Stock Market ETF (VTI)
American Centy Etf Tr (AVGE)
DFA Tax-Managed US Marketwide Value II (DFUV)
Apple (AAPL)
Vanguard Dividend Appreciation ETF (VIG)
iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust (DFAC)
Alphabet COM - Class C (GOOG)
SPDR S&P MidCap 400 ETF (MDY)
MasterCard Incorporated (MA)
Visa (V)
Vanguard Total World Stock Idx (VT)

View all positions for Intelligent Financial Strategies

Top funds holding Ryan Specialty Group Hldgs I

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Capital World Investors
Champlain Investment Partners
Zimmer Partners
State Street Corporation
Bessemer
Henderson Group
William Blair $ Company
T. Rowe Price Investment Management
Geode Capital Management
Stephens Investment Management Group
Barclays
Alliancebernstein

View all funds holding Ryan Specialty Group Hldgs I