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Cooper Financial Group’s Ryan Specialty Holdings RYAN Stock Holding History

Cooper Financial Group’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
-3,808
Closed -$244K – 407
2024
Q4 		$244K Buy
3,808
+342
+10% +$23.8K 0.03% 344
2024
Q3 		$230K Sell
3,466
-1,150
-25% -$71.8K 0.03% 352
2024
Q2 		$267K Sell
4,616
-96
-2% -$5.12K 0.04% 315
2024
Q1 		$261K Buy
+4,712
New +$225K 0.04% 303
2023
Q3 		– Sell
-4,582
Closed -$206K – 340
2023
Q2 		$206K Buy
+4,582
New +$193K 0.05% 301

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

Cooper Financial Group's RYAN Position: Q1 2025 in Review

Cooper Financial Group sold out of Ryan Specialty Holdings (RYAN) in Q1 2025, closing a stake of 3,808 shares — an estimated $244K sold.

Cooper Financial Group first reported a position in RYAN in Q2 2023 and held it in 5 quarters. The position peaked at $267K in Q2 2024. 374 funds tracked by Wall St. Rank hold RYAN as of Q1 2025.

  • Cooper Financial Group reported no remaining Ryan Specialty Holdings position as of Q1 2025 after selling out during the quarter.
  • Cooper Financial Group sold 3,808 Ryan Specialty Holdings shares in Q1 2025, an estimated $244K.
  • Cooper Financial Group first reported a position in Ryan Specialty Holdings in Q2 2023 and held it in 5 quarters.
  • Cooper Financial Group's Ryan Specialty Holdings position peaked at $267K in Q2 2024.
  • 374 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2025.

Based on Cooper Financial Group's 13F filing for Q1 2025, filed 12 May 2025.