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Dale Q Rice Investment Management’s Ryan Specialty Holdings RYAN Stock Holding History

Dale Q Rice Investment Management’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
Q2 		– Sell
-3,086
Closed -$228K – 85
2025
Q1 		$228K Buy
+3,086
New +$210K 0.12% 88

Other funds holding RYAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dale Q Rice Investment Management's RYAN Position: Q2 2025 in Review

Dale Q Rice Investment Management sold out of Ryan Specialty Holdings (RYAN) in Q2 2025, closing a stake of 3,086 shares — an estimated $228K sold.

Dale Q Rice Investment Management first reported a position in RYAN in Q1 2025 and held it in 1 quarter. The position peaked at $228K in Q1 2025. 373 funds tracked by Wall St. Rank hold RYAN as of Q2 2025.

  • Dale Q Rice Investment Management reported no remaining Ryan Specialty Holdings position as of Q2 2025 after selling out during the quarter.
  • Dale Q Rice Investment Management sold 3,086 Ryan Specialty Holdings shares in Q2 2025, an estimated $228K.
  • Dale Q Rice Investment Management first reported a position in Ryan Specialty Holdings in Q1 2025 and held it in 1 quarter.
  • Dale Q Rice Investment Management's Ryan Specialty Holdings position peaked at $228K in Q1 2025.
  • 373 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2025.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.