Creative Planning
RYAN icon

Creative Planning’s Ryan Specialty Holdings RYAN Stock Holding History

Creative Planning’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 		$3.09M Buy
91,685
+78,306
+585% +$3.34M ﹤0.01% 1556
2025
Q4 		$691K Buy
13,379
+4,376
+49% +$240K ﹤0.01% 2577
2025
Q3 		$507K Buy
9,003
+4,417
+96% +$262K ﹤0.01% 2707
2025
Q2 		$312K Buy
4,586
+613
+15% +$42.3K ﹤0.01% 2867
2025
Q1 		$293K Sell
3,973
-285
-7% -$19.4K ﹤0.01% 2777
2024
Q4 		$273K Buy
+4,258
New +$296K ﹤0.01% 2737

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

Creative Planning's RYAN Position: Q1 2026 in Review

Creative Planning increased its Ryan Specialty Holdings (RYAN) stake by 585% in Q1 2026, buying an estimated $3.34M and bringing the position to 91,685 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Creative Planning first reported a position in RYAN in Q4 2024 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Creative Planning held 91,685 shares of Ryan Specialty Holdings worth $3.09M as of Q1 2026.
  • Creative Planning bought 78,306 Ryan Specialty Holdings shares in Q1 2026, an estimated $3.34M.
  • Ryan Specialty Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1556 holding.
  • Creative Planning first reported a position in Ryan Specialty Holdings in Q4 2024 and has held it in 6 quarters since.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.