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

Executive 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
2024
Q4 		$507K Sell
7,900
-483
-6% -$33.6K 0.04% 164
2024
Q3 		$557K Buy
8,383
+4,115
+96% +$257K 0.04% 163
2024
Q2 		$247K Buy
+4,268
New +$228K 0.05% 111

Other funds holding RYAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Executive Wealth Management's RYAN Position: Q4 2024 in Review

Executive Wealth Management reduced its Ryan Specialty Holdings (RYAN) stake by 5.8% in Q4 2024, selling an estimated $33.6K and leaving 7,900 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #164.

Executive Wealth Management first reported a position in RYAN in Q2 2024 and has held it in 3 quarters since. The position peaked at $557K in Q3 2024. 359 funds tracked by Wall St. Rank hold RYAN as of Q4 2024.

  • Executive Wealth Management held 7,900 shares of Ryan Specialty Holdings worth $507K as of Q4 2024.
  • Executive Wealth Management sold 483 Ryan Specialty Holdings shares in Q4 2024, an estimated $33.6K.
  • Ryan Specialty Holdings made up 0.04% of Executive Wealth Management's portfolio in Q4 2024, its #164 holding.
  • Executive Wealth Management first reported a position in Ryan Specialty Holdings in Q2 2024 and has held it in 3 quarters since.
  • Executive Wealth Management's Ryan Specialty Holdings position peaked at $557K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.