DT
RYAN icon

Diversified Trust’s Ryan Specialty Holdings RYAN Stock Holding History

Diversified Trust’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 		$1.15M Buy
30,456
+2,941
+11% +$99.8K 0.02% 456
2026
Q1 		$928K Buy
27,515
+2,049
+8% +$87.5K 0.02% 481
2025
Q4 		$1.31M Buy
25,466
+5,683
+29% +$312K 0.02% 356
2025
Q3 		$1.11M Buy
19,783
+9,489
+92% +$562K 0.02% 396
2025
Q2 		$700K Sell
10,294
-2,249
-18% -$155K 0.02% 484
2025
Q1 		$927K Buy
12,543
+1,213
+11% +$82.4K 0.02% 387
2024
Q4 		$727K Sell
11,330
-6,161
-35% -$429K 0.02% 474
2024
Q3 		$1.16M Sell
17,491
-6,115
-26% -$382K 0.03% 341
2024
Q2 		$1.37M Sell
23,606
-695
-3% -$37.1K 0.04% 258
2024
Q1 		$1.35M Buy
24,301
+5,450
+29% +$260K 0.04% 260
2023
Q4 		$811K Buy
18,851
+7,019
+59% +$316K 0.03% 350
2023
Q3 		$573K Buy
11,832
+1,300
+12% +$60.2K 0.02% 418
2023
Q2 		$473K Buy
+10,532
New +$443K 0.02% 479

Other funds holding RYAN

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Diversified Trust's RYAN Position: Q2 2026 in Review

Diversified Trust increased its Ryan Specialty Holdings (RYAN) stake by 11% in Q2 2026, buying an estimated $99.8K and bringing the position to 30,456 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #456.

Diversified Trust first reported a position in RYAN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.37M in Q2 2024. 52 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Diversified Trust held 30,456 shares of Ryan Specialty Holdings worth $1.15M as of Q2 2026.
  • Diversified Trust bought 2,941 Ryan Specialty Holdings shares in Q2 2026, an estimated $99.8K.
  • Ryan Specialty Holdings made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #456 holding.
  • Diversified Trust first reported a position in Ryan Specialty Holdings in Q2 2023 and has held it in 13 quarters since.
  • Diversified Trust's Ryan Specialty Holdings position peaked at $1.37M in Q2 2024.
  • 52 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.