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Capital Performance Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Capital Performance 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
Q4 		– Sell
-13
Closed -$863 – 2181
2024
Q3 		$863 Buy
+13
New +$812 ﹤0.01% 1971

Other funds holding RYAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Performance Advisors's RYAN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Ryan Specialty Holdings (RYAN) in Q4 2024, closing a stake of 13 shares — an estimated $863 sold.

Capital Performance Advisors first reported a position in RYAN in Q3 2024 and held it in 1 quarter. The position peaked at $863 in Q3 2024. 359 funds tracked by Wall St. Rank hold RYAN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Ryan Specialty Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 13 Ryan Specialty Holdings shares in Q4 2024, an estimated $863.
  • Capital Performance Advisors first reported a position in Ryan Specialty Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Ryan Specialty Holdings position peaked at $863 in Q3 2024.
  • 359 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.