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James J. Burns & Company’s Ryan Specialty Holdings RYAN Stock Holding History

James J. Burns & Company’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
-4,000
Closed -$207K – 162
2025
Q4 		$207K Buy
+4,000
New +$219K 0.03% 154

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VVP
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Vanguard Portfolio Management
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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

James J. Burns & Company's RYAN Position: Q1 2026 in Review

James J. Burns & Company sold out of Ryan Specialty Holdings (RYAN) in Q1 2026, closing a stake of 4,000 shares — an estimated $207K sold.

James J. Burns & Company first reported a position in RYAN in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 363 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • James J. Burns & Company reported no remaining Ryan Specialty Holdings position as of Q1 2026 after selling out during the quarter.
  • James J. Burns & Company sold 4,000 Ryan Specialty Holdings shares in Q1 2026, an estimated $207K.
  • James J. Burns & Company first reported a position in Ryan Specialty Holdings in Q4 2025 and held it in 1 quarter.
  • James J. Burns & Company's Ryan Specialty Holdings position peaked at $207K in Q4 2025.
  • 363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.