IFS
RYAN icon

Intelligent Financial Strategies’s Ryan Specialty Holdings RYAN Stock Holding History

Intelligent Financial Strategies’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
Q3 		– Sell
-239
Closed -$16.3K – 84
2025
Q2 		$16.3K Hold
239
– – 0.01% 79
2025
Q1 		$17.7K Hold
239
– – 0.01% 74
2024
Q4 		$15.3K Hold
239
– – 0.01% 74
2024
Q3 		$15.9K Hold
239
– – 0.01% 77
2024
Q2 		$13.8K Sell
239
-545
-70% -$29.1K 0.01% 77
2024
Q1 		$43.5K Buy
+784
New +$37.5K 0.03% 66

Other funds holding RYAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Intelligent Financial Strategies's RYAN Position: Q3 2025 in Review

Intelligent Financial Strategies sold out of Ryan Specialty Holdings (RYAN) in Q3 2025, closing a stake of 239 shares — an estimated $16.3K sold.

Intelligent Financial Strategies first reported a position in RYAN in Q1 2024 and held it in 6 quarters. The position peaked at $43.5K in Q1 2024. 362 funds tracked by Wall St. Rank hold RYAN as of Q3 2025.

  • Intelligent Financial Strategies reported no remaining Ryan Specialty Holdings position as of Q3 2025 after selling out during the quarter.
  • Intelligent Financial Strategies sold 239 Ryan Specialty Holdings shares in Q3 2025, an estimated $16.3K.
  • Intelligent Financial Strategies first reported a position in Ryan Specialty Holdings in Q1 2024 and held it in 6 quarters.
  • Intelligent Financial Strategies's Ryan Specialty Holdings position peaked at $43.5K in Q1 2024.
  • 362 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2025.

Based on Intelligent Financial Strategies's 13F filing for Q3 2025, filed 21 Oct 2025.