Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Ryan Specialty Holdings RYAN Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-667,783
Closed -$37.6M – 1147
2025
Q3 		$37.6M Buy
+667,783
New +$39.6M 0.15% 131

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VVP
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Principal Financial Group
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MBI
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State Street
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Bessemer Group
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Kovitz Investment Group Partners's RYAN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Ryan Specialty Holdings (RYAN) in Q4 2025, closing a stake of 667,783 shares — an estimated $37.6M sold.

Kovitz Investment Group Partners first reported a position in RYAN in Q3 2025 and held it in 1 quarter. The position peaked at $37.6M in Q3 2025. 378 funds tracked by Wall St. Rank hold RYAN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Ryan Specialty Holdings position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 667,783 Ryan Specialty Holdings shares in Q4 2025, an estimated $37.6M.
  • Kovitz Investment Group Partners first reported a position in Ryan Specialty Holdings in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Ryan Specialty Holdings position peaked at $37.6M in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.