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B. Riley Wealth Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-8,227
Closed -$398K – 1576
2024
Q1 		$398K Sell
8,227
-11
-0.1% -$526 0.01% 907
2023
Q4 		$354K Buy
8,238
+11
+0.1% +$496 0.01% 977
2023
Q3 		$398K Buy
8,227
+24
+0.3% +$1.11K 0.01% 907
2023
Q2 		$368K Buy
8,203
+12
+0.1% +$505 0.01% 1017
2023
Q1 		$330K Buy
8,191
+41
+0.5% +$1.69K 0.01% 1019
2022
Q4 		$338K Hold
8,150
– – 0.01% 979
2022
Q3 		$332K Sell
8,150
-1,200
-13% -$50.6K 0.01% 947
2022
Q2 		$367K Sell
9,350
-501
-5% -$19K 0.02% 788
2022
Q1 		$383K Hold
9,851
– – 0.01% 906
2021
Q4 		$398K Sell
9,851
-350
-3% -$13.3K 0.01% 936
2021
Q3 		$346K Buy
+10,201
New +$322K 0.01% 967

Other funds holding RYAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

B. Riley Wealth Advisors's RYAN Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Ryan Specialty Holdings (RYAN) in Q2 2024, closing a stake of 8,227 shares — an estimated $398K sold.

B. Riley Wealth Advisors first reported a position in RYAN in Q3 2021 and held it in 11 quarters. The position peaked at $398K in Q1 2024. 299 funds tracked by Wall St. Rank hold RYAN as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Ryan Specialty Holdings position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,227 Ryan Specialty Holdings shares in Q2 2024, an estimated $398K.
  • B. Riley Wealth Advisors first reported a position in Ryan Specialty Holdings in Q3 2021 and held it in 11 quarters.
  • B. Riley Wealth Advisors's Ryan Specialty Holdings position peaked at $398K in Q1 2024.
  • 299 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.