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

Dopkins 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
2026 Q1	–	Sell	-24,735	Closed	-$1.28M	–	94
2025 Q4	$1.28M	Hold	24,735	–	–	0.52%	35
2025 Q3	$1.39M	Hold	24,735	–	–	0.59%	35
2025 Q2	$1.68M	Hold	24,735	–	–	0.75%	31
2025 Q1	$1.83M	Sell	24,735 -1,398	-5%	-$95K	0.93%	27
2024 Q4	$1.68M	Buy	26,133 +20	+0.1%	+$1.39K	0.85%	25
2024 Q3	$1.73M	Sell	26,113 -1,265	-5%	-$79K	1.4%	15
2024 Q2	$1.59M	Sell	27,378 -3,374	-11%	-$180K	0.96%	18
2024 Q1	$1.71M	Hold	30,752	–	–	1.03%	16
2023 Q4	$1.32M	Hold	30,752	–	–	1.03%	16
2023 Q3	$1.49M	Sell	30,752 -2,645	-8%	-$123K	1.13%	15
2023 Q2	$1.5M	Hold	33,397	–	–	1.34%	14
2023 Q1	$1.34M	Hold	33,397	–	–	1.26%	15
2022 Q4	$1.39M	Hold	33,397	–	–	1.22%	14
2022 Q3	$1.36M	Buy	+33,397	New	+$1.41M	1.52%	10

Other funds holding RYAN

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

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

VVP

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dopkins Wealth Management's RYAN Position: Q1 2026 in Review

Dopkins Wealth Management sold out of Ryan Specialty Holdings (RYAN) in Q1 2026, closing a stake of 24,735 shares — an estimated $1.28M sold.

Dopkins Wealth Management first reported a position in RYAN in Q3 2022 and held it in 14 quarters. The position peaked at $1.83M in Q1 2025. 363 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

Dopkins Wealth Management reported no remaining Ryan Specialty Holdings position as of Q1 2026 after selling out during the quarter.
Dopkins Wealth Management sold 24,735 Ryan Specialty Holdings shares in Q1 2026, an estimated $1.28M.
Dopkins Wealth Management first reported a position in Ryan Specialty Holdings in Q3 2022 and held it in 14 quarters.
Dopkins Wealth Management's Ryan Specialty Holdings position peaked at $1.83M in Q1 2025.
363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Dopkins Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.