Mowery & Schoenfeld Wealth Management »

Ryan Specialty Group Hldgs I shares owned by Mowery & Schoenfeld Wealth Management

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

Historical chart of Mowery & Schoenfeld 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 Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 200 66.39
2024-06-30 $12k 200 57.91

More positions owned by Mowery & Schoenfeld Wealth Management

Fidelity Covington Trust Msci Info Tech I (FTEC)
Proshares Tr S&p 500 Dv Arist (NOBL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Leuthold Fds Core Etf (LCR)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Astrazeneca Sponsored Adr (AZN)
Alphabet Cap Stk Cl C (GOOG)
Anthem (ELV)
Wal-Mart Stores (WMT)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding Ryan Specialty Group Hldgs I

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

View all funds holding Ryan Specialty Group Hldgs I