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

Gibbs 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
2026 Q1	$335K	Sell	9,939 -5,586	-36%	-$238K	0.04%	372
2025 Q4	$789K	Sell	15,525 -6,618	-30%	-$363K	0.19%	128
2025 Q3	$1.25M	Sell	22,143 -5,957	-21%	-$353K	0.28%	77
2025 Q2	$1.91M	Sell	28,100 -334	-1%	-$23.1K	0.37%	57
2025 Q1	$2.1M	Buy	28,434 +3,681	+15%	+$250K	0.51%	44
2024 Q4	$1.59M	Buy	24,753 +4,672	+23%	+$325K	0.43%	51
2024 Q3	$1.33M	Buy	20,081 +1,090	+6%	+$68.1K	0.43%	51
2024 Q2	$1.1M	Buy	18,991 +4,748	+33%	+$253K	0.45%	53
2024 Q1	$790K	Buy	+14,243	New	+$681K	0.45%	53

Other funds holding RYAN

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

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

VVP

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Gibbs Wealth Management's RYAN Position: Q1 2026 in Review

Gibbs Wealth Management reduced its Ryan Specialty Holdings (RYAN) stake by 36% in Q1 2026, selling an estimated $238K and leaving 9,939 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #372.

Gibbs Wealth Management first reported a position in RYAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.1M in Q1 2025. 363 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

Gibbs Wealth Management held 9,939 shares of Ryan Specialty Holdings worth $335K as of Q1 2026.
Gibbs Wealth Management sold 5,586 Ryan Specialty Holdings shares in Q1 2026, an estimated $238K.
Ryan Specialty Holdings made up 0.04% of Gibbs Wealth Management's portfolio in Q1 2026, its #372 holding.
Gibbs Wealth Management first reported a position in Ryan Specialty Holdings in Q1 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's Ryan Specialty Holdings position peaked at $2.1M in Q1 2025.
363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.