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Ascent Group’s Ryan Specialty Holdings RYAN Stock Holding History

Ascent Group’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
-5,094
Closed -$263K – 790
2025
Q4 		$263K Buy
5,094
+628
+14% +$34.4K 0.01% 651
2025
Q3 		$252K Buy
4,466
+613
+16% +$36.3K 0.01% 649
2025
Q2 		$262K Sell
3,853
-18
-0.5% -$1.24K 0.01% 609
2025
Q1 		$286K Buy
3,871
+46
+1% +$3.13K 0.01% 572
2024
Q4 		$245K Buy
3,825
+50
+1% +$3.48K 0.02% 479
2024
Q3 		$251K Buy
3,775
+25
+0.7% +$1.56K 0.02% 479
2024
Q2 		$217K Buy
+3,750
New +$200K 0.02% 480

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

Ascent Group's RYAN Position: Q1 2026 in Review

Ascent Group sold out of Ryan Specialty Holdings (RYAN) in Q1 2026, closing a stake of 5,094 shares — an estimated $263K sold.

Ascent Group first reported a position in RYAN in Q2 2024 and held it in 7 quarters. The position peaked at $286K in Q1 2025. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Ascent Group reported no remaining Ryan Specialty Holdings position as of Q1 2026 after selling out during the quarter.
  • Ascent Group sold 5,094 Ryan Specialty Holdings shares in Q1 2026, an estimated $263K.
  • Ascent Group first reported a position in Ryan Specialty Holdings in Q2 2024 and held it in 7 quarters.
  • Ascent Group's Ryan Specialty Holdings position peaked at $286K in Q1 2025.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.