KLR Investment Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

KLR Investment 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
2024 Q1	$588K	Sell	11,416 -584	-5%	-$27.9K	0.43%	59
2023 Q4	$516K	Sell	12,000 -1,434	-11%	-$64.7K	0.37%	65
2023 Q3	$541K	Buy	13,434 +1,616	+14%	+$74.9K	0.49%	54
2023 Q2	$531K	Sell	11,818 -2,376	-17%	-$100K	0.44%	63
2023 Q1	$571K	Sell	14,194 -1,127	-7%	-$46.3K	0.5%	54
2022 Q4	$636K	Buy	+15,321	New	+$627K	0.52%	45

Other funds holding RYAN

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KLR Investment Advisors's RYAN Position: Q1 2024 in Review

KLR Investment Advisors reduced its Ryan Specialty Holdings (RYAN) stake by 4.9% in Q1 2024, selling an estimated $27.9K and leaving 11,416 shares worth $588K. The position accounts for 0.43% of the portfolio, ranked #59.

KLR Investment Advisors first reported a position in RYAN in Q4 2022 and has held it in 6 quarters since. The position peaked at $636K in Q4 2022. 270 funds tracked by Wall St. Rank hold RYAN as of Q1 2024.

KLR Investment Advisors held 11,416 shares of Ryan Specialty Holdings worth $588K as of Q1 2024.
KLR Investment Advisors sold 584 Ryan Specialty Holdings shares in Q1 2024, an estimated $27.9K.
Ryan Specialty Holdings made up 0.43% of KLR Investment Advisors's portfolio in Q1 2024, its #59 holding.
KLR Investment Advisors first reported a position in Ryan Specialty Holdings in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's Ryan Specialty Holdings position peaked at $636K in Q4 2022.
270 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.