CI
RYAN icon

Cooper Investors’s Ryan Specialty Holdings RYAN Stock Holding History

Cooper Investors’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
Q2 		$4.14M Sell
109,517
-120,432
-52% -$4.09M 1.9% 24
2026
Q1 		$7.76M Sell
229,949
-229,069
-50% -$9.78M 3.16% 12
2025
Q4 		$23.7M Sell
459,018
-46,356
-9% -$2.54M 7.88% 2
2025
Q3 		$28.5M Buy
505,374
+127,892
+34% +$7.58M 7.78% 2
2025
Q2 		$25.7M Buy
377,482
+18,557
+5% +$1.28M 4.67% 6
2025
Q1 		$26.5M Buy
358,925
+5,272
+1% +$358K 4.31% 6
2024
Q4 		$22.7M Sell
353,653
-90,912
-20% -$6.33M 3.58% 9
2024
Q3 		$29.5M Buy
444,565
+389,224
+703% +$24.3M 4.39% 6
2024
Q2 		$3.2M Buy
55,341
+9,294
+20% +$496K 0.49% 37
2024
Q1 		$2.56M Buy
46,047
+8,200
+22% +$392K 0.15% 39
2023
Q4 		$1.63M Buy
37,847
+20,500
+118% +$924K 0.1% 39
2023
Q3 		$779K Buy
+17,347
New +$804K 0.06% 38
2023
Q1 		$521K Sell
12,947
-753,440
-98% -$31M 0.04% 36
2022
Q4 		$31.8M Sell
766,387
-326,055
-30% -$13.3M 2.99% 17
2022
Q3 		$44.4M Sell
1,092,442
-56,226
-5% -$2.37M 4.19% 10
2022
Q2 		$45M Sell
1,148,668
-63,400
-5% -$2.4M 3.92% 10
2022
Q1 		$47M Buy
1,212,068
+2,609
+0.2% +$99.1K 3.3% 16
2021
Q4 		$48.8M Buy
1,209,459
+761,588
+170% +$28.8M 3.08% 16
2021
Q3 		$15.2M Buy
+447,871
New +$14.1M 1% 32

Other funds holding RYAN

DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return