Geneva Capital Management’s Ryan Specialty Holdings RYAN Stock Holding History

Geneva Capital 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 Q2	$20.5M	Sell	543,415 -4,760	-0.9%	-$162K	0.47%	61
2026 Q1	$18.5M	Sell	548,175 -15,082	-3%	-$644K	0.39%	65
2025 Q4	$29.1M	Buy	563,257 +27,515	+5%	+$1.51M	0.55%	58
2025 Q3	$30.2M	Buy	535,742 +53,810	+11%	+$3.19M	0.52%	61
2025 Q2	$32.8M	Sell	481,932 -14,038	-3%	-$969K	0.55%	58
2025 Q1	$36.6M	Buy	495,970 +15,825	+3%	+$1.08M	0.68%	51
2024 Q4	$30.8M	Sell	480,145 -36,271	-7%	-$2.53M	0.53%	57
2024 Q3	$34.3M	Buy	516,416 +17,442	+3%	+$1.09M	0.57%	57
2024 Q2	$28.9M	Buy	498,974 +23,422	+5%	+$1.25M	0.53%	64
2024 Q1	$26.4M	Buy	475,552 +50,947	+12%	+$2.43M	0.46%	72
2023 Q4	$18.3M	Buy	424,605 +65,924	+18%	+$2.97M	0.34%	83
2023 Q3	$17.4M	Buy	358,681 +129,658	+57%	+$6.01M	0.37%	82
2023 Q2	$10.3M	Buy	229,023 +53,272	+30%	+$2.24M	0.2%	89
2023 Q1	$7.07M	Buy	+175,751	New	+$7.23M	0.14%	97

Other funds holding RYAN

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

VVP

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Geneva Capital Management's RYAN Position: Q2 2026 in Review

Geneva Capital Management reduced its Ryan Specialty Holdings (RYAN) stake by 0.87% in Q2 2026, selling an estimated $162K and leaving 543,415 shares worth $20.5M. The position accounts for 0.47% of the portfolio, ranked #61.

Geneva Capital Management first reported a position in RYAN in Q1 2023 and has held it in 14 quarters since. The position peaked at $36.6M in Q1 2025. 366 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

Geneva Capital Management held 543,415 shares of Ryan Specialty Holdings worth $20.5M as of Q2 2026.
Geneva Capital Management sold 4,760 Ryan Specialty Holdings shares in Q2 2026, an estimated $162K.
Ryan Specialty Holdings made up 0.47% of Geneva Capital Management's portfolio in Q2 2026, its #61 holding.
Geneva Capital Management first reported a position in Ryan Specialty Holdings in Q1 2023 and has held it in 14 quarters since.
Geneva Capital Management's Ryan Specialty Holdings position peaked at $36.6M in Q1 2025.
366 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.