Capstone Investment Advisors
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Capstone Investment Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Capstone Investment 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
2026
Q1 		$351K Buy
10,409
+6,186
+146% +$264K ﹤0.01% 1304
2025
Q4 		$218K Sell
4,223
-4,065
-49% -$223K ﹤0.01% 1475
2025
Q3 		$467K Buy
+8,288
New +$491K ﹤0.01% 1423
2024
Q2 		– Sell
-13,103
Closed -$727K – 2414
2024
Q1 		$727K Buy
+13,103
New +$626K ﹤0.01% 1343

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.29B AUM 6.08% 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 $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
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

Capstone Investment Advisors's RYAN Position: Q1 2026 in Review

Capstone Investment Advisors increased its Ryan Specialty Holdings (RYAN) stake by 146% in Q1 2026, buying an estimated $264K and bringing the position to 10,409 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Capstone Investment Advisors first reported a position in RYAN in Q1 2024 and has held it in 4 quarters since. The position peaked at $727K in Q1 2024. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Capstone Investment Advisors held 10,409 shares of Ryan Specialty Holdings worth $351K as of Q1 2026.
  • Capstone Investment Advisors bought 6,186 Ryan Specialty Holdings shares in Q1 2026, an estimated $264K.
  • Ryan Specialty Holdings made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1304 holding.
  • Capstone Investment Advisors first reported a position in Ryan Specialty Holdings in Q1 2024 and has held it in 4 quarters since.
  • Capstone Investment Advisors's Ryan Specialty Holdings position peaked at $727K in Q1 2024.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.