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Arkadios Wealth Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Arkadios Wealth 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 		– Sell
-5,931
Closed -$306K – 1780
2025
Q4 		$306K Sell
5,931
-6,403
-52% -$351K 0.01% 1241
2025
Q3 		$695K Buy
12,334
+5,483
+80% +$325K 0.02% 797
2025
Q2 		$466K Buy
+6,851
New +$473K 0.01% 872

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 $6.61B AUM 19.21% 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

Arkadios Wealth Advisors's RYAN Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of Ryan Specialty Holdings (RYAN) in Q1 2026, closing a stake of 5,931 shares — an estimated $306K sold.

Arkadios Wealth Advisors first reported a position in RYAN in Q2 2025 and held it in 3 quarters. The position peaked at $695K in Q3 2025. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Arkadios Wealth Advisors reported no remaining Ryan Specialty Holdings position as of Q1 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 5,931 Ryan Specialty Holdings shares in Q1 2026, an estimated $306K.
  • Arkadios Wealth Advisors first reported a position in Ryan Specialty Holdings in Q2 2025 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Ryan Specialty Holdings position peaked at $695K in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.