Commonwealth Equity Services
RYAN icon

Commonwealth Equity Services’s Ryan Specialty Holdings RYAN Stock Holding History

Commonwealth Equity Services’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
2025
Q3 		– Sell
-23,090
Closed -$1.57M – 4412
2025
Q2 		$1.57M Sell
23,090
-18,264
-44% -$1.26M ﹤0.01% 2189
2025
Q1 		$3.06M Buy
41,354
+13,119
+46% +$892K ﹤0.01% 1618
2024
Q4 		$1.81M Buy
28,235
+77
+0.3% +$5.36K ﹤0.01% 1945
2024
Q3 		$1.87M Buy
28,158
+405
+1% +$25.3K ﹤0.01% 1861
2024
Q2 		$1.61M Sell
27,753
-20,489
-42% -$1.09M ﹤0.01% 1938
2024
Q1 		$2.68M Buy
48,242
+42,971
+815% +$2.05M ﹤0.01% 1574
2023
Q4 		$227K Sell
5,271
-665
-11% -$30K ﹤0.01% 3410
2023
Q3 		$287K Hold
5,936
– – ﹤0.01% 3076
2023
Q2 		$266K Sell
5,936
-56
-0.9% -$2.36K ﹤0.01% 3146
2023
Q1 		$241 Sell
5,992
-2,549
-30% -$105K ﹤0.01% 3149
2022
Q4 		$354K Sell
8,541
-15,924
-65% -$651K ﹤0.01% 2745
2022
Q3 		$993K Buy
+24,465
New +$1.03M ﹤0.01% 1893
2022
Q1 		– Sell
-5,135
Closed -$207K – 3787
2021
Q4 		$207K Buy
+5,135
New +$194K ﹤0.01% 3277

Other funds holding RYAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Commonwealth Equity Services's RYAN Position: Q3 2025 in Review

Commonwealth Equity Services sold out of Ryan Specialty Holdings (RYAN) in Q3 2025, closing a stake of 23,090 shares — an estimated $1.57M sold.

Commonwealth Equity Services first reported a position in RYAN in Q4 2021 and held it in 13 quarters. The position peaked at $3.06M in Q1 2025. 362 funds tracked by Wall St. Rank hold RYAN as of Q3 2025.

  • Commonwealth Equity Services reported no remaining Ryan Specialty Holdings position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 23,090 Ryan Specialty Holdings shares in Q3 2025, an estimated $1.57M.
  • Commonwealth Equity Services first reported a position in Ryan Specialty Holdings in Q4 2021 and held it in 13 quarters.
  • Commonwealth Equity Services's Ryan Specialty Holdings position peaked at $3.06M in Q1 2025.
  • 362 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.