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Atria Investments’s Ryan Specialty Holdings RYAN Stock Holding History

Atria Investments’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 		$547K Sell
16,202
-13
-0.1% -$555 0.01% 1400
2025
Q4 		$837K Buy
16,215
+1,651
+11% +$90.6K 0.01% 1166
2025
Q3 		$821K Sell
14,564
-3,179
-18% -$188K 0.01% 1154
2025
Q2 		$1.21M Buy
17,743
+1,150
+7% +$79.4K 0.01% 944
2025
Q1 		$1.23M Sell
16,593
-3,709
-18% -$252K 0.02% 917
2024
Q4 		$1.3M Sell
20,302
-9,243
-31% -$643K 0.02% 857
2024
Q3 		$1.96M Sell
29,545
-13,731
-32% -$858K 0.02% 677
2024
Q2 		$2.51M Sell
43,276
-23,032
-35% -$1.23M 0.03% 568
2024
Q1 		$3.68M Sell
66,308
-811
-1% -$38.7K 0.05% 426
2023
Q4 		$2.89M Sell
67,119
-215
-0.3% -$9.69K 0.04% 462
2023
Q3 		$3.26M Buy
67,334
+88
+0.1% +$4.08K 0.06% 404
2023
Q2 		$3.02M Sell
67,246
-1,529
-2% -$64.4K 0.05% 416
2023
Q1 		$2.77M Sell
68,775
-3,233
-4% -$133K 0.05% 433
2022
Q4 		$2.99M Sell
72,008
-10,377
-13% -$424K 0.06% 379
2022
Q3 		$3.35M Sell
82,385
-15,254
-16% -$644K 0.07% 321
2022
Q2 		$3.83M Sell
97,639
-25,228
-21% -$954K 0.08% 305
2022
Q1 		$4.77M Buy
122,867
+20,593
+20% +$782K 0.08% 293
2021
Q4 		$4.13M Sell
102,274
-9,003
-8% -$341K 0.07% 332
2021
Q3 		$3.77M Buy
+111,277
New +$3.51M 0.07% 336

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

Atria Investments's RYAN Position: Q1 2026 in Review

Atria Investments reduced its Ryan Specialty Holdings (RYAN) stake by 0.08% in Q1 2026, selling an estimated $555 and leaving 16,202 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #1400.

Atria Investments first reported a position in RYAN in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.77M in Q1 2022. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Atria Investments held 16,202 shares of Ryan Specialty Holdings worth $547K as of Q1 2026.
  • Atria Investments sold 13 Ryan Specialty Holdings shares in Q1 2026, an estimated $555.
  • Ryan Specialty Holdings made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1400 holding.
  • Atria Investments first reported a position in Ryan Specialty Holdings in Q3 2021 and has held it in 19 quarters since.
  • Atria Investments's Ryan Specialty Holdings position peaked at $4.77M in Q1 2022.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.