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Harvest Group Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History

Harvest Group 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
2023
Q1 		$684 Buy
17
+4
+31% +$164 ﹤0.01% 163
2022
Q4 		$540 Buy
13
+7
+117% +$286 ﹤0.01% 167
2022
Q3 		$0 Buy
+6
New +$253 ﹤0.01% 199

Other funds holding RYAN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Harvest Group Wealth Management's RYAN Position: Q1 2023 in Review

Harvest Group Wealth Management increased its Ryan Specialty Holdings (RYAN) stake by 31% in Q1 2023, buying an estimated $164 and bringing the position to 17 shares worth $684. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Harvest Group Wealth Management first reported a position in RYAN in Q3 2022 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold RYAN as of Q1 2023.

  • Harvest Group Wealth Management held 17 shares of Ryan Specialty Holdings worth $684 as of Q1 2023.
  • Harvest Group Wealth Management bought 4 Ryan Specialty Holdings shares in Q1 2023, an estimated $164.
  • Ryan Specialty Holdings made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #163 holding.
  • Harvest Group Wealth Management first reported a position in Ryan Specialty Holdings in Q3 2022 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.