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Diversify Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History

Diversify Wealth 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
Q4 		– Sell
-3,778
Closed -$201K – 633
2025
Q3 		$201K Sell
3,778
-866
-19% -$51.3K 0.01% 517
2025
Q2 		$277K Sell
4,644
-624
-12% -$43.1K 0.02% 469
2025
Q1 		$339K Sell
5,268
-366
-6% -$24.9K 0.03% 422
2024
Q4 		$352K Sell
5,634
-1,114
-17% -$77.6K 0.03% 411
2024
Q3 		$469K Sell
6,748
-683
-9% -$42.7K 0.05% 328
2024
Q2 		$485K Buy
+7,431
New +$397K 0.06% 282

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Diversify Wealth Management's RYAN Position: Q4 2025 in Review

Diversify Wealth Management sold out of Ryan Specialty Holdings (RYAN) in Q4 2025, closing a stake of 3,778 shares — an estimated $201K sold.

Diversify Wealth Management first reported a position in RYAN in Q2 2024 and held it in 6 quarters. The position peaked at $485K in Q2 2024. 378 funds tracked by Wall St. Rank hold RYAN as of Q4 2025.

  • Diversify Wealth Management reported no remaining Ryan Specialty Holdings position as of Q4 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 3,778 Ryan Specialty Holdings shares in Q4 2025, an estimated $201K.
  • Diversify Wealth Management first reported a position in Ryan Specialty Holdings in Q2 2024 and held it in 6 quarters.
  • Diversify Wealth Management's Ryan Specialty Holdings position peaked at $485K in Q2 2024.
  • 378 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2025.

Based on Diversify Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.