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Concourse Financial Group Securities’s Ryan Specialty Holdings RYAN Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-1
Closed -$65 – 1657
2024
Q4 		$65 Hold
1
– – ﹤0.01% 2224
2024
Q3 		$66 Sell
1
-4
-80% -$250 ﹤0.01% 2215
2024
Q2 		$289 Buy
5
+4
+400% +$213 ﹤0.01% 2239
2024
Q1 		$55 Buy
+1
New +$48 ﹤0.01% 2285
2023
Q3 		– Sell
-9
Closed -$417 – 2401
2023
Q2 		$404 Buy
+9
New +$379 ﹤0.01% 2240

Other funds holding RYAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concourse Financial Group Securities's RYAN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Ryan Specialty Holdings (RYAN) in Q1 2025, closing a stake of 1 share — an estimated $65 sold.

Concourse Financial Group Securities first reported a position in RYAN in Q2 2023 and held it in 5 quarters. The position peaked at $404 in Q2 2023. 374 funds tracked by Wall St. Rank hold RYAN as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Ryan Specialty Holdings position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1 Ryan Specialty Holdings share in Q1 2025, an estimated $65.
  • Concourse Financial Group Securities first reported a position in Ryan Specialty Holdings in Q2 2023 and held it in 5 quarters.
  • Concourse Financial Group Securities's Ryan Specialty Holdings position peaked at $404 in Q2 2023.
  • 374 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.