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Financial Consulate’s Ryan Specialty Holdings RYAN Stock Holding History

Financial Consulate’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 		$8.44K Hold
250
– – ﹤0.01% 676
2025
Q4 		$12.9K Hold
250
– – ﹤0.01% 562
2025
Q3 		$14.1K Buy
+250
New +$14.8K ﹤0.01% 510

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

Financial Consulate's RYAN Position: Q1 2026 in Review

Financial Consulate held its Ryan Specialty Holdings (RYAN) position steady in Q1 2026 at 250 shares worth $8.44K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Financial Consulate first reported a position in RYAN in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.1K in Q3 2025. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Financial Consulate held 250 shares of Ryan Specialty Holdings worth $8.44K as of Q1 2026.
  • Financial Consulate left its Ryan Specialty Holdings share count unchanged in Q1 2026.
  • Ryan Specialty Holdings made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #676 holding.
  • Financial Consulate first reported a position in Ryan Specialty Holdings in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Ryan Specialty Holdings position peaked at $14.1K in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.