Geode Capital Management
RYAN icon

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

Geode 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 		$80.3M Sell
2,124,953
-145,221
-6% -$4.93M ﹤0.01% 1354
2026
Q1 		$76.6M Buy
2,270,174
+118,968
+6% +$5.08M ﹤0.01% 1248
2025
Q4 		$111M Buy
2,151,206
+60,847
+3% +$3.34M 0.01% 1002
2025
Q3 		$118M Buy
2,090,359
+72,084
+4% +$4.27M 0.01% 976
2025
Q2 		$137M Buy
2,018,275
+75,598
+4% +$5.22M 0.01% 834
2025
Q1 		$144M Buy
1,942,677
+143,547
+8% +$9.75M 0.01% 770
2024
Q4 		$115M Buy
1,799,130
+46,960
+3% +$3.27M 0.01% 912
2024
Q3 		$116M Sell
1,752,170
-142,723
-8% -$8.92M 0.01% 889
2024
Q2 		$110M Buy
1,894,893
+183,084
+11% +$9.77M 0.01% 867
2024
Q1 		$95M Buy
1,711,809
+103,454
+6% +$4.94M 0.01% 946
2023
Q4 		$69.2M Buy
1,608,355
+86,535
+6% +$3.9M 0.01% 1118
2023
Q3 		$73.7M Buy
1,521,820
+206,705
+16% +$9.58M 0.01% 962
2023
Q2 		$59M Buy
1,315,115
+175,432
+15% +$7.39M 0.01% 1129
2023
Q1 		$45.9M Buy
1,139,683
+40,558
+4% +$1.67M 0.01% 1260
2022
Q4 		$45.6M Buy
1,099,125
+82,452
+8% +$3.37M 0.01% 1216
2022
Q3 		$41.3M Buy
1,016,673
+212,283
+26% +$8.96M 0.01% 1222
2022
Q2 		$31.5M Buy
804,390
+269,379
+50% +$10.2M ﹤0.01% 1438
2022
Q1 		$20.8M Buy
535,011
+43,904
+9% +$1.67M ﹤0.01% 1881
2021
Q4 		$19.8M Buy
491,107
+20,314
+4% +$769K ﹤0.01% 1973
2021
Q3 		$15.9M Buy
+470,793
New +$14.8M ﹤0.01% 2118

Other funds holding RYAN

BlackRock
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
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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

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

Geode Capital Management reduced its Ryan Specialty Holdings (RYAN) stake by 6.4% in Q2 2026, selling an estimated $4.93M and leaving 2,124,953 shares worth $80.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Geode Capital Management first reported a position in RYAN in Q3 2021 and has held it in 20 quarters since. The position peaked at $144M in Q1 2025. 363 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Geode Capital Management held 2,124,953 shares of Ryan Specialty Holdings worth $80.3M as of Q2 2026.
  • Geode Capital Management sold 145,221 Ryan Specialty Holdings shares in Q2 2026, an estimated $4.93M.
  • Ryan Specialty Holdings made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1354 holding.
  • Geode Capital Management first reported a position in Ryan Specialty Holdings in Q3 2021 and has held it in 20 quarters since.
  • Geode Capital Management's Ryan Specialty Holdings position peaked at $144M in Q1 2025.
  • 363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.