Dmitry Balyasny’s Ryan Specialty Holdings RYAN Stock Holding History

Dmitry Balyasny’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	$948K	Sell	25,096 -84,098	-77%	-$2.85M	﹤0.01%	2246
2026 Q1	$3.68M	Sell	109,194 -7,229	-6%	-$309K	﹤0.01%	1505
2025 Q4	$6.01M	Buy	+116,423	New	+$6.39M	0.01%	1298
2025 Q2	–	Sell	-7,335	Closed	-$542K	–	3279
2025 Q1	$542K	Buy	+7,335	New	+$498K	﹤0.01%	2246
2024 Q4	–	Sell	-32,243	Closed	-$2.14M	–	3196
2024 Q3	$2.14M	Buy	+32,243	New	+$2.01M	﹤0.01%	1639
2023 Q2	–	Sell	-115,800	Closed	-$4.66M	–	2727
2023 Q1	$4.66M	Buy	+115,800	New	+$4.76M	0.01%	1111
2022 Q2	–	Sell	-321,444	Closed	-$12.5M	–	3119
2022 Q1	$12.5M	Buy	+321,444	New	+$12.2M	0.04%	610
2021 Q4	–	Sell	-42,424	Closed	-$1.44M	–	2547
2021 Q3	$1.44M	Buy	+42,424	New	+$1.34M	0.01%	1251

Other funds holding RYAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Dmitry Balyasny's RYAN Position: Q2 2026 in Review

Dmitry Balyasny reduced its Ryan Specialty Holdings (RYAN) stake by 77% in Q2 2026, selling an estimated $2.85M and leaving 25,096 shares worth $948K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Dmitry Balyasny first reported a position in RYAN in Q3 2021 and has held it in 8 quarters since. The position peaked at $12.5M in Q1 2022. 363 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

Dmitry Balyasny held 25,096 shares of Ryan Specialty Holdings worth $948K as of Q2 2026.
Dmitry Balyasny sold 84,098 Ryan Specialty Holdings shares in Q2 2026, an estimated $2.85M.
Ryan Specialty Holdings made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2246 holding.
Dmitry Balyasny first reported a position in Ryan Specialty Holdings in Q3 2021 and has held it in 8 quarters since.
Dmitry Balyasny's Ryan Specialty Holdings position peaked at $12.5M in Q1 2022.
363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.