12 institutions reported holding $13.4M of Ryan Specialty Group (RYAN) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($7.1M), COOPER INVESTORS PTY LTD ($4.1M), CoreCap Advisors, LLC ($1.4M), Arlington Partners LLC ($282,067), Valeo Financial Advisors, LLC ($219,010). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $7.1M | 189,001 | New |
| 2 | COOPER INVESTORS PTY LTD | $4.1M | 109,517 | Trimmed |
| 3 | CoreCap Advisors, LLC | $1.4M | 37,326 | Added |
| 4 | Arlington Partners LLC | $282,067 | 7,470 | Hold |
| 5 | Valeo Financial Advisors, LLC | $219,010 | 5,800 | New |
| 6 | KERR FINANCIAL PLANNING Corp | $83,321 | 2,207 | Added |
| 7 | GAMMA Investing LLC | $79,560 | 2,107 | Added |
| 8 | Versant Capital Management, Inc | $39,610 | 1,049 | Trimmed |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $24,431 | 647 | New |
| 10 | CX Institutional | $23,000 | 597 | New |
| 11 | MassMutual Private Wealth & Trust, FSB | $10,913 | 289 | Trimmed |
| 12 | Strategic Investment Solutions, Inc. /IL | $3,877 | 103 | Added |
Source: SEC Form 13F filings · as of 2026-06-30