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Great Valley Advisor Group’s Ryan Specialty Holdings RYAN Stock Holding History

Great Valley Advisor Group’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 		– Sell
-4,258
Closed -$220K – 1037
2025
Q4 		$220K Hold
4,258
– – ﹤0.01% 869
2025
Q3 		$240K Hold
4,258
– – ﹤0.01% 839
2025
Q2 		$290K Sell
4,258
-961
-18% -$66.3K 0.01% 751
2025
Q1 		$386K Hold
5,219
– – 0.01% 653
2024
Q4 		$335K Hold
5,219
– – 0.01% 671
2024
Q3 		$346K Buy
+5,219
New +$326K 0.01% 649

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Great Valley Advisor Group's RYAN Position: Q1 2026 in Review

Great Valley Advisor Group sold out of Ryan Specialty Holdings (RYAN) in Q1 2026, closing a stake of 4,258 shares — an estimated $220K sold.

Great Valley Advisor Group first reported a position in RYAN in Q3 2024 and held it in 6 quarters. The position peaked at $386K in Q1 2025. 363 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Great Valley Advisor Group reported no remaining Ryan Specialty Holdings position as of Q1 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 4,258 Ryan Specialty Holdings shares in Q1 2026, an estimated $220K.
  • Great Valley Advisor Group first reported a position in Ryan Specialty Holdings in Q3 2024 and held it in 6 quarters.
  • Great Valley Advisor Group's Ryan Specialty Holdings position peaked at $386K in Q1 2025.
  • 363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.