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Clearstead Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Clearstead 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 		$13.8K Sell
409
-67
-14% -$2.86K ﹤0.01% 1524
2025
Q4 		$24.6K Sell
476
-13
-3% -$713 ﹤0.01% 1654
2025
Q3 		$27.6K Sell
489
-751
-61% -$44.5K ﹤0.01% 1495
2025
Q2 		$84.3K Sell
1,240
-157
-11% -$10.8K ﹤0.01% 1116
2025
Q1 		$103K Sell
1,397
-134
-9% -$9.11K ﹤0.01% 989
2024
Q4 		$98.2K Sell
1,531
-1,185
-44% -$82.5K ﹤0.01% 1035
2024
Q3 		$180K Buy
2,716
+153
+6% +$9.56K ﹤0.01% 885
2024
Q2 		$148K Buy
+2,563
New +$137K ﹤0.01% 908

Other funds holding RYAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.77B AUM 9.63% 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 $187B AUM 18.48% 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 $2.9T AUM 29.55% 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

Clearstead Advisors's RYAN Position: Q1 2026 in Review

Clearstead Advisors reduced its Ryan Specialty Holdings (RYAN) stake by 14% in Q1 2026, selling an estimated $2.86K and leaving 409 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Clearstead Advisors first reported a position in RYAN in Q2 2024 and has held it in 8 quarters since. The position peaked at $180K in Q3 2024. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Clearstead Advisors held 409 shares of Ryan Specialty Holdings worth $13.8K as of Q1 2026.
  • Clearstead Advisors sold 67 Ryan Specialty Holdings shares in Q1 2026, an estimated $2.86K.
  • Ryan Specialty Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1524 holding.
  • Clearstead Advisors first reported a position in Ryan Specialty Holdings in Q2 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's Ryan Specialty Holdings position peaked at $180K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.