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Aptus Capital Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Aptus Capital Advisors’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
2026
Q1 		$260K Sell
7,698
-1,094
-12% -$46.7K ﹤0.01% 923
2025
Q4 		$454K Sell
8,792
-135
-2% -$7.4K ﹤0.01% 767
2025
Q3 		$503K Buy
8,927
+3,250
+57% +$193K ﹤0.01% 698
2025
Q2 		$386K Sell
5,677
-457
-7% -$31.5K ﹤0.01% 746
2025
Q1 		$453K Buy
6,134
+927
+18% +$63K ﹤0.01% 665
2024
Q4 		$334K Buy
+5,207
New +$362K ﹤0.01% 749

Other funds holding RYAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Aptus Capital Advisors's RYAN Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Ryan Specialty Holdings (RYAN) stake by 12% in Q1 2026, selling an estimated $46.7K and leaving 7,698 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Aptus Capital Advisors first reported a position in RYAN in Q4 2024 and has held it in 6 quarters since. The position peaked at $503K in Q3 2025. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Aptus Capital Advisors held 7,698 shares of Ryan Specialty Holdings worth $260K as of Q1 2026.
  • Aptus Capital Advisors sold 1,094 Ryan Specialty Holdings shares in Q1 2026, an estimated $46.7K.
  • Ryan Specialty Holdings made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #923 holding.
  • Aptus Capital Advisors first reported a position in Ryan Specialty Holdings in Q4 2024 and has held it in 6 quarters since.
  • Aptus Capital Advisors's Ryan Specialty Holdings position peaked at $503K in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.