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HBK Sorce Advisory’s Ryan Specialty Holdings RYAN Stock Holding History

HBK Sorce Advisory’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
-4,338
Closed -$206K – 695
2025
Q4 		$206K Buy
4,338
+46
+1% +$2.52K ﹤0.01% 586
2025
Q3 		$234K Sell
4,292
-116
-3% -$6.87K 0.01% 534
2025
Q2 		$300K Sell
4,408
-136
-3% -$9.39K 0.01% 459
2025
Q1 		$336K Buy
4,544
+37
+0.8% +$2.51K 0.01% 425
2024
Q4 		$289K Sell
4,507
-576
-11% -$40.1K 0.01% 462
2024
Q3 		$337K Sell
5,083
-192
-4% -$12K 0.01% 422
2024
Q2 		$305K Sell
5,275
-510
-9% -$27.2K 0.01% 431
2024
Q1 		$321K Sell
5,785
-519
-8% -$24.8K 0.01% 432
2023
Q4 		$271K Sell
6,304
-854
-12% -$38.5K 0.01% 439
2023
Q3 		$346K Buy
7,158
+794
+12% +$36.8K 0.02% 379
2023
Q2 		$286K Sell
6,364
-94
-1% -$3.96K 0.01% 448
2023
Q1 		$260K Sell
6,458
-5,542
-46% -$228K 0.01% 466
2022
Q4 		$12K Buy
+12,000
New +$491K ﹤0.01% 790
2022
Q3 		– Sell
-14,435
Closed -$566K – 633
2022
Q2 		$566K Buy
14,435
+2,276
+19% +$86.1K 0.04% 223
2022
Q1 		$472K Buy
12,159
+1,296
+12% +$49.2K 0.03% 313
2021
Q4 		$438K Buy
10,863
+347
+3% +$13.1K 0.02% 357
2021
Q3 		$356K Buy
+10,516
New +$332K 0.02% 396

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 $3.37T AUM 44.26% 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

HBK Sorce Advisory's RYAN Position: Q1 2026 in Review

HBK Sorce Advisory sold out of Ryan Specialty Holdings (RYAN) in Q1 2026, closing a stake of 4,338 shares — an estimated $206K sold.

HBK Sorce Advisory first reported a position in RYAN in Q3 2021 and held it in 17 quarters. The position peaked at $566K in Q2 2022. 363 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • HBK Sorce Advisory reported no remaining Ryan Specialty Holdings position as of Q1 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 4,338 Ryan Specialty Holdings shares in Q1 2026, an estimated $206K.
  • HBK Sorce Advisory first reported a position in Ryan Specialty Holdings in Q3 2021 and held it in 17 quarters.
  • HBK Sorce Advisory's Ryan Specialty Holdings position peaked at $566K in Q2 2022.
  • 363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.