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HB Wealth Management, LLC → RYAN

HB Wealth Management, LLC RYAN Position History

Ryan Specialty Holdings, Inc. • Insurance

Quarters held
4
Latest value
$2.1M
Q3 2026
Peak value
$2.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.8M
Q1 2026$1.8M
Q2 2026$2.2M
Q3 2026$2.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.1M58.1K——
Q2 2026$2.2M57.0K——
Q1 2026$1.8M54.8K——
Q4 2025$2.8M53.9K——

Other funds holding RYAN

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B