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Boreal Capital Management’s Ryan Specialty Holdings RYAN Stock Holding History

Boreal Capital 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 		$282K Buy
+1
New +$43 0.23% 95
2025
Q4 		– Sell
-8,350
Closed -$458K – 80
2025
Q3 		$471K Buy
8,350
+1,137
+16% +$67.4K 0.38% 75
2025
Q2 		$490K Buy
+7,213
New +$498K 0.41% 66

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

Boreal Capital Management's RYAN Position: Q1 2026 in Review

Boreal Capital Management opened a new position in Ryan Specialty Holdings (RYAN) in Q1 2026: 1 share worth $282K. The stake represents 0.23% of the portfolio and ranks #95 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in RYAN as recently as Q3 2025.

Boreal Capital Management first reported a position in RYAN in Q2 2025 and has held it in 3 quarters since. The position peaked at $490K in Q2 2025. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Boreal Capital Management held 1 share of Ryan Specialty Holdings worth $282K as of Q1 2026.
  • Ryan Specialty Holdings was a new Boreal Capital Management position in Q1 2026.
  • Ryan Specialty Holdings made up 0.23% of Boreal Capital Management's portfolio in Q1 2026, its #95 holding.
  • Boreal Capital Management first reported a position in Ryan Specialty Holdings in Q2 2025 and has held it in 3 quarters since.
  • Boreal Capital Management's Ryan Specialty Holdings position peaked at $490K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.