Carson Wealth (CWM LLC)
RYAN icon

Carson Wealth (CWM LLC)’s Ryan Specialty Holdings RYAN Stock Holding History

Carson Wealth (CWM LLC)’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 		$66.9K Buy
1,983
+233
+13% +$9.95K ﹤0.01% 3589
2025
Q4 		$90K Buy
1,750
+285
+19% +$15.6K ﹤0.01% 3151
2025
Q3 		$83K Sell
1,465
-63
-4% -$3.73K ﹤0.01% 3132
2025
Q2 		$104K Sell
1,528
-132
-8% -$9.11K ﹤0.01% 2687
2025
Q1 		$123K Sell
1,660
-435
-21% -$29.6K ﹤0.01% 2253
2024
Q4 		$134K Buy
2,095
+488
+30% +$34K ﹤0.01% 2084
2024
Q3 		$107K Sell
1,607
-70
-4% -$4.37K ﹤0.01% 2161
2024
Q2 		$97K Sell
1,677
-79
-4% -$4.22K ﹤0.01% 1996
2024
Q1 		$97K Sell
1,756
-1,158
-40% -$55.3K ﹤0.01% 1901
2023
Q4 		$125K Sell
2,914
-4
-0.1% -$180 ﹤0.01% 1626
2023
Q3 		$141K Buy
2,918
+7
+0.2% +$324 ﹤0.01% 1461
2023
Q2 		$131K Hold
2,911
– – ﹤0.01% 1435
2023
Q1 		$117K Sell
2,911
-35
-1% -$1.44K ﹤0.01% 1418
2022
Q4 		$122K Buy
+2,946
New +$120K ﹤0.01% 1293

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 $153B AUM 38.14% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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
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 $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RYAN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ryan Specialty Holdings (RYAN) stake by 13% in Q1 2026, buying an estimated $9.95K and bringing the position to 1,983 shares worth $66.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3589.

Carson Wealth (CWM LLC) first reported a position in RYAN in Q4 2022 and has held it in 14 quarters since. The position peaked at $141K in Q3 2023. 363 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,983 shares of Ryan Specialty Holdings worth $66.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 233 Ryan Specialty Holdings shares in Q1 2026, an estimated $9.95K.
  • Ryan Specialty Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3589 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ryan Specialty Holdings in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Ryan Specialty Holdings position peaked at $141K in Q3 2023.
  • 363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.