AWM
RYAN icon

Avior Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History

Avior Wealth Management’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
-4,488
Closed -$232K – 854
2025
Q4 		$232K Sell
4,488
-3,811
-46% -$209K 0.01% 688
2025
Q3 		$468K Buy
8,299
+1,203
+17% +$71.3K 0.02% 461
2025
Q2 		$482K Hold
7,096
– – 0.02% 437
2025
Q1 		$524K Buy
7,096
+3,599
+103% +$245K 0.02% 390
2024
Q4 		$224K Buy
3,497
+3,339
+2,113% +$232K 0.01% 672
2024
Q3 		$10.5K Hold
158
– – ﹤0.01% 1543
2024
Q2 		$9.15K Hold
158
– – ﹤0.01% 1541
2024
Q1 		$8.77K Hold
158
– – ﹤0.01% 1913
2023
Q4 		$6.8K Hold
158
– – ﹤0.01% 1066
2023
Q3 		$7.65K Hold
158
– – ﹤0.01% 1082
2023
Q2 		$7.09K Buy
+158
New +$6.65K ﹤0.01% 1083

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Avior Wealth Management's RYAN Position: Q1 2026 in Review

Avior Wealth Management sold out of Ryan Specialty Holdings (RYAN) in Q1 2026, closing a stake of 4,488 shares — an estimated $232K sold.

Avior Wealth Management first reported a position in RYAN in Q2 2023 and held it in 11 quarters. The position peaked at $524K in Q1 2025. 363 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Avior Wealth Management reported no remaining Ryan Specialty Holdings position as of Q1 2026 after selling out during the quarter.
  • Avior Wealth Management sold 4,488 Ryan Specialty Holdings shares in Q1 2026, an estimated $232K.
  • Avior Wealth Management first reported a position in Ryan Specialty Holdings in Q2 2023 and held it in 11 quarters.
  • Avior Wealth Management's Ryan Specialty Holdings position peaked at $524K in Q1 2025.
  • 363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Avior Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.