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Alliance Wealth Advisors (Utah)’s Ryan Specialty Holdings RYAN Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio RYAN Stock Details RYAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,281
Closed -$354K – 292
2025
Q3 		$354K Sell
6,281
-1,258
-17% -$74.5K 0.08% 216
2025
Q2 		$513K Sell
7,539
-591
-7% -$40.8K 0.12% 162
2025
Q1 		$601K Sell
8,130
-137
-2% -$9.31K 0.16% 142
2024
Q4 		$530K Sell
8,267
-6,526
-44% -$454K 0.14% 153
2024
Q3 		$982K Sell
14,793
-560
-4% -$35K 0.26% 98
2024
Q2 		$889K Sell
15,353
-3,465
-18% -$185K 0.26% 94
2024
Q1 		$1.04M Sell
18,818
-369
-2% -$17.6K 0.31% 79
2023
Q4 		$825K Buy
19,187
+581
+3% +$26.2K 0.28% 87
2023
Q3 		$901K Sell
18,606
-12
-0.1% -$556 0.33% 72
2023
Q2 		$836K Sell
18,618
-209
-1% -$8.8K 0.31% 81
2023
Q1 		$758K Buy
18,827
+386
+2% +$15.9K 0.3% 82
2022
Q4 		$765K Buy
+18,441
New +$754K 0.34% 74

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s RYAN Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Ryan Specialty Holdings (RYAN) in Q4 2025, closing a stake of 6,281 shares — an estimated $354K sold.

Alliance Wealth Advisors (Utah) first reported a position in RYAN in Q4 2022 and held it in 12 quarters. The position peaked at $1.04M in Q1 2024. 378 funds tracked by Wall St. Rank hold RYAN as of Q4 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Ryan Specialty Holdings position as of Q4 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 6,281 Ryan Specialty Holdings shares in Q4 2025, an estimated $354K.
  • Alliance Wealth Advisors (Utah) first reported a position in Ryan Specialty Holdings in Q4 2022 and held it in 12 quarters.
  • Alliance Wealth Advisors (Utah)'s Ryan Specialty Holdings position peaked at $1.04M in Q1 2024.
  • 378 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.