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Bogart Wealth LLC’s Ryan Specialty Holdings RYAN Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-3
Closed -$192 – 1502
2024
Q4 		$192 Buy
+3
New +$209 ﹤0.01% 1315

Other funds holding RYAN

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bogart Wealth LLC's RYAN Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Ryan Specialty Holdings (RYAN) in Q1 2025, closing a stake of 3 shares — an estimated $192 sold.

Bogart Wealth LLC first reported a position in RYAN in Q4 2024 and held it in 1 quarter. The position peaked at $192 in Q4 2024. 374 funds tracked by Wall St. Rank hold RYAN as of Q1 2025.

  • Bogart Wealth LLC reported no remaining Ryan Specialty Holdings position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 3 Ryan Specialty Holdings shares in Q1 2025, an estimated $192.
  • Bogart Wealth LLC first reported a position in Ryan Specialty Holdings in Q4 2024 and held it in 1 quarter.
  • Bogart Wealth LLC's Ryan Specialty Holdings position peaked at $192 in Q4 2024.
  • 374 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.