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Caprock Group’s Ryan Specialty Holdings RYAN Stock Holding History

Caprock Group’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
2023
Q1 		– Sell
-6,002
Closed -$249K – 670
2022
Q4 		$249K Buy
6,002
+2
+0% +$82 0.02% 449
2022
Q3 		$244K Hold
6,000
– – 0.02% 463
2022
Q2 		$235K Hold
6,000
– – 0.02% 452
2022
Q1 		$233K Hold
6,000
– – 0.02% 513
2021
Q4 		$242K Buy
+6,000
New +$227K 0.02% 499

Other funds holding RYAN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Caprock Group's RYAN Position: Q1 2023 in Review

Caprock Group sold out of Ryan Specialty Holdings (RYAN) in Q1 2023, closing a stake of 6,002 shares — an estimated $249K sold.

Caprock Group first reported a position in RYAN in Q4 2021 and held it in 5 quarters. The position peaked at $249K in Q4 2022. 197 funds tracked by Wall St. Rank hold RYAN as of Q1 2023.

  • Caprock Group reported no remaining Ryan Specialty Holdings position as of Q1 2023 after selling out during the quarter.
  • Caprock Group sold 6,002 Ryan Specialty Holdings shares in Q1 2023, an estimated $249K.
  • Caprock Group first reported a position in Ryan Specialty Holdings in Q4 2021 and held it in 5 quarters.
  • Caprock Group's Ryan Specialty Holdings position peaked at $249K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2023.

Based on Caprock Group's 13F filing for Q1 2023, filed 26 Apr 2023.