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Financial Gravity Asset Management’s Ryan Specialty Holdings RYAN Stock Holding History

Financial Gravity Asset 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
Q2 		– Sell
-12
Closed -$645 – 2244
2024
Q1 		$645 Buy
+12
New +$573 ﹤0.01% 1322
2023
Q3 		– Sell
-45
Closed -$1.39K – 1682
2023
Q2 		$1.39K Buy
+45
New +$1.89K ﹤0.01% 728

Other funds holding RYAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Financial Gravity Asset Management's RYAN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Ryan Specialty Holdings (RYAN) in Q2 2024, closing a stake of 12 shares — an estimated $645 sold.

Financial Gravity Asset Management first reported a position in RYAN in Q2 2023 and held it in 2 quarters. The position peaked at $1.39K in Q2 2023. 299 funds tracked by Wall St. Rank hold RYAN as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Ryan Specialty Holdings position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 12 Ryan Specialty Holdings shares in Q2 2024, an estimated $645.
  • Financial Gravity Asset Management first reported a position in Ryan Specialty Holdings in Q2 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's Ryan Specialty Holdings position peaked at $1.39K in Q2 2023.
  • 299 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.