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Baker Tilly Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History

Baker Tilly 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
2025
Q4 		– Sell
-3,595
Closed -$203K – 292
2025
Q3 		$203K Buy
3,595
+192
+6% +$11.4K 0.05% 269
2025
Q2 		$231K Buy
3,403
+65
+2% +$4.49K 0.08% 215
2025
Q1 		$247K Buy
+3,338
New +$227K 0.1% 207
2024
Q4 		– Sell
-4,104
Closed -$272K – 249
2024
Q3 		$272K Sell
4,104
-2,819
-41% -$176K 0.12% 193
2024
Q2 		$401K Sell
6,923
-20,893
-75% -$1.12M 0.16% 153
2024
Q1 		$1.54M Buy
27,816
+622
+2% +$29.7K 0.28% 85
2023
Q4 		$1.17M Buy
27,194
+3,471
+15% +$157K 0.19% 118
2023
Q3 		$1.15M Sell
23,723
-5,899
-20% -$273K 0.19% 114
2023
Q2 		$1.33M Sell
29,622
-2,112
-7% -$88.9K 0.14% 159
2023
Q1 		$1.28M Sell
31,734
-5,578
-15% -$229K 0.14% 161
2022
Q4 		$1.55M Sell
37,312
-2,747
-7% -$112K 0.19% 123
2022
Q3 		$1.63M Sell
40,059
-2,690
-6% -$114K 0.22% 96
2022
Q2 		$1.68M Sell
42,749
-321
-0.7% -$12.1K 0.22% 95
2022
Q1 		$1.67M Sell
43,070
-512
-1% -$19.4K 0.18% 112
2021
Q4 		$1.76M Buy
43,582
+282
+0.7% +$10.7K 0.19% 107
2021
Q3 		$1.47M Buy
+43,300
New +$1.37M 0.19% 102

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Baker Tilly Wealth Management's RYAN Position: Q4 2025 in Review

Baker Tilly Wealth Management sold out of Ryan Specialty Holdings (RYAN) in Q4 2025, closing a stake of 3,595 shares — an estimated $203K sold.

Baker Tilly Wealth Management first reported a position in RYAN in Q3 2021 and held it in 16 quarters. The position peaked at $1.76M in Q4 2021. 378 funds tracked by Wall St. Rank hold RYAN as of Q4 2025.

  • Baker Tilly Wealth Management reported no remaining Ryan Specialty Holdings position as of Q4 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,595 Ryan Specialty Holdings shares in Q4 2025, an estimated $203K.
  • Baker Tilly Wealth Management first reported a position in Ryan Specialty Holdings in Q3 2021 and held it in 16 quarters.
  • Baker Tilly Wealth Management's Ryan Specialty Holdings position peaked at $1.76M in Q4 2021.
  • 378 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.