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Kapitalo Investimentos’s Ryan Specialty Holdings RYAN Stock Holding History

Kapitalo Investimentos’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
-558
Closed -$35.8K – 287
2024
Q4 		$35.8K Buy
+558
New +$38.8K 0.02% 238
2024
Q1 		– Sell
-2,454
Closed -$106K – 511
2023
Q4 		$106K Buy
+2,454
New +$111K 0.02% 385
2023
Q3 		– Sell
-12,470
Closed -$560K – 674
2023
Q2 		$560K Buy
+12,470
New +$525K 0.1% 74

Other funds holding RYAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kapitalo Investimentos's RYAN Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Ryan Specialty Holdings (RYAN) in Q1 2025, closing a stake of 558 shares — an estimated $35.8K sold.

Kapitalo Investimentos first reported a position in RYAN in Q2 2023 and held it in 3 quarters. The position peaked at $560K in Q2 2023. 374 funds tracked by Wall St. Rank hold RYAN as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Ryan Specialty Holdings position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 558 Ryan Specialty Holdings shares in Q1 2025, an estimated $35.8K.
  • Kapitalo Investimentos first reported a position in Ryan Specialty Holdings in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Ryan Specialty Holdings position peaked at $560K in Q2 2023.
  • 374 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.