CAPTRUST Financial Advisors
RYAN icon

CAPTRUST Financial Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

CAPTRUST Financial 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
Q2 		$2.01M Buy
53,226
+5,755
+12% +$195K ﹤0.01% 1298
2026
Q1 		$1.6M Sell
47,471
-32,056
-40% -$1.37M ﹤0.01% 1321
2025
Q4 		$4.11M Sell
79,527
-394,391
-83% -$21.6M 0.01% 733
2025
Q3 		$26.7M Buy
473,918
+11,598
+3% +$687K 0.05% 263
2025
Q2 		$31.4M Buy
462,320
+2,207
+0.5% +$152K 0.07% 225
2025
Q1 		$34M Buy
460,113
+445,035
+2,952% +$30.2M 0.09% 202
2024
Q4 		$967K Buy
15,078
+5,673
+60% +$395K ﹤0.01% 1253
2024
Q3 		$624K Buy
9,405
+798
+9% +$49.9K ﹤0.01% 1462
2024
Q2 		$498K Buy
8,607
+908
+12% +$48.5K ﹤0.01% 1502
2024
Q1 		$427K Buy
7,699
+540
+8% +$25.8K ﹤0.01% 1569
2023
Q4 		$308K Sell
7,159
-1,089
-13% -$49.1K ﹤0.01% 2094
2023
Q3 		$399K Buy
+8,248
New +$382K ﹤0.01% 1799
2022
Q3 		– Sell
-2,218
Closed -$87K – 3665
2022
Q2 		$87K Sell
2,218
-1,225
-36% -$46.3K ﹤0.01% 2309
2022
Q1 		$134K Sell
3,443
-142
-4% -$5.39K ﹤0.01% 2043
2021
Q4 		$145K Buy
3,585
+236
+7% +$8.94K ﹤0.01% 1878
2021
Q3 		$113K Buy
+3,349
New +$106K ﹤0.01% 1977

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

CAPTRUST Financial Advisors's RYAN Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Ryan Specialty Holdings (RYAN) stake by 12% in Q2 2026, buying an estimated $195K and bringing the position to 53,226 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

CAPTRUST Financial Advisors first reported a position in RYAN in Q3 2021 and has held it in 16 quarters since. The position peaked at $34M in Q1 2025. 366 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • CAPTRUST Financial Advisors held 53,226 shares of Ryan Specialty Holdings worth $2.01M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 5,755 Ryan Specialty Holdings shares in Q2 2026, an estimated $195K.
  • Ryan Specialty Holdings made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1298 holding.
  • CAPTRUST Financial Advisors first reported a position in Ryan Specialty Holdings in Q3 2021 and has held it in 16 quarters since.
  • CAPTRUST Financial Advisors's Ryan Specialty Holdings position peaked at $34M in Q1 2025.
  • 366 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.