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Creative Planning RYAN Position History
Ryan Specialty Holdings, Inc. • Insurance
Quarters held
8
Latest value
$7.9M
Q3 2026
Peak value
$7.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $496K |
| Q3 2025 | $12K |
| Q4 2025 | $691K |
| Q1 2026 | $3.1M |
| Q2 2026 | $118K |
| Q2 2026 | $5.4M |
| Q3 2026 | $133K |
| Q3 2026 | $7.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.9M | 213.6K | — | — |
| Q3 2026 | $133K | 3.6K | — | — |
| Q2 2026 | $5.4M | 142.5K | — | — |
| Q2 2026 | $118K | 3.1K | — | — |
| Q1 2026 | $3.1M | 91.7K | — | — |
| Q4 2025 | $691K | 13.4K | — | — |
| Q3 2025 | $12K | 210 | — | — |
| Q3 2025 | $496K | 8.8K | — | — |