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Heck Capital Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Heck Capital Advisors’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
2025
Q1 		– Sell
-291
Closed -$18.7K – 687
2024
Q4 		$18.7K Buy
+291
New +$20.3K ﹤0.01% 477

Other funds holding RYAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heck Capital Advisors's RYAN Position: Q1 2025 in Review

Heck Capital Advisors sold out of Ryan Specialty Holdings (RYAN) in Q1 2025, closing a stake of 291 shares — an estimated $18.7K sold.

Heck Capital Advisors first reported a position in RYAN in Q4 2024 and held it in 1 quarter. The position peaked at $18.7K in Q4 2024. 375 funds tracked by Wall St. Rank hold RYAN as of Q1 2025.

  • Heck Capital Advisors reported no remaining Ryan Specialty Holdings position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 291 Ryan Specialty Holdings shares in Q1 2025, an estimated $18.7K.
  • Heck Capital Advisors first reported a position in Ryan Specialty Holdings in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Ryan Specialty Holdings position peaked at $18.7K in Q4 2024.
  • 375 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.