Diversified Trust’s Ryan Specialty Holdings RYAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$700K Sell
10,294
-2,249
-18% -$153K 0.02% 484
2025
Q1
$927K Buy
12,543
+1,213
+11% +$89.6K 0.02% 387
2024
Q4
$727K Sell
11,330
-6,161
-35% -$395K 0.02% 474
2024
Q3
$1.16M Sell
17,491
-6,115
-26% -$406K 0.03% 341
2024
Q2
$1.37M Sell
23,606
-695
-3% -$40.2K 0.04% 258
2024
Q1
$1.35M Buy
24,301
+5,450
+29% +$302K 0.04% 260
2023
Q4
$811K Buy
18,851
+7,019
+59% +$302K 0.03% 350
2023
Q3
$573K Buy
11,832
+1,300
+12% +$62.9K 0.02% 418
2023
Q2
$473K Buy
+10,532
New +$473K 0.02% 479