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EverSource Wealth Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

EverSource Wealth Advisors’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 		$14.9K Buy
441
+393
+819% +$16.8K ﹤0.01% 2686
2025
Q4 		$2.48K Sell
48
-213
-82% -$11.7K ﹤0.01% 3415
2025
Q3 		$14.7K Buy
261
+128
+96% +$7.58K ﹤0.01% 2578
2025
Q2 		$9.04K Buy
133
+96
+259% +$6.63K ﹤0.01% 2872
2025
Q1 		$2.73K Hold
37
– – ﹤0.01% 2780
2024
Q4 		$2.37K Hold
37
– – ﹤0.01% 2648
2024
Q3 		$2.46K Hold
37
– – ﹤0.01% 2478
2024
Q2 		$2.28K Hold
37
– – ﹤0.01% 2506
2024
Q1 		$1.83K Buy
37
+25
+208% +$1.19K ﹤0.01% 2418
2023
Q4 		$516 Hold
12
– – ﹤0.01% 2517
2023
Q3 		$581 Hold
12
– – ﹤0.01% 2345
2023
Q2 		$539 Buy
+12
New +$505 ﹤0.01% 2338

Other funds holding RYAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EverSource Wealth Advisors's RYAN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Ryan Specialty Holdings (RYAN) stake by 819% in Q1 2026, buying an estimated $16.8K and bringing the position to 441 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

EverSource Wealth Advisors first reported a position in RYAN in Q2 2023 and has held it in 12 quarters since. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • EverSource Wealth Advisors held 441 shares of Ryan Specialty Holdings worth $14.9K as of Q1 2026.
  • EverSource Wealth Advisors bought 393 Ryan Specialty Holdings shares in Q1 2026, an estimated $16.8K.
  • Ryan Specialty Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2686 holding.
  • EverSource Wealth Advisors first reported a position in Ryan Specialty Holdings in Q2 2023 and has held it in 12 quarters since.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.