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Mark Sheptoff Financial Planning’s Ryan Specialty Holdings RYAN Stock Holding History

Mark Sheptoff Financial Planning’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 		$268K Sell
8,775
-1,200
-12% -$51.2K 0.14% 88
2025
Q4 		$515K Sell
9,975
-1,600
-14% -$87.8K 0.25% 61
2025
Q3 		$652K Sell
11,575
-17,825
-61% -$1.06M 0.31% 45
2025
Q2 		$2M Sell
29,400
-100
-0.3% -$6.9K 1.07% 22
2025
Q1 		$2.18M Sell
29,500
-525
-2% -$35.7K 1.2% 20
2024
Q4 		$1.93M Buy
30,025
+400
+1% +$27.8K 1.03% 21
2024
Q3 		$1.97M Buy
29,625
+100
+0.3% +$6.25K 1.05% 21
2024
Q2 		$1.71M Sell
29,525
-302
-1% -$16.1K 0.96% 24
2024
Q1 		$1.66M Buy
29,827
+2
+0% +$96 0.92% 24
2023
Q4 		$1.28M Sell
29,825
-400
-1% -$18K 0.77% 24
2023
Q3 		$1.46M Sell
30,225
-200
-0.7% -$9.27K 0.94% 23
2023
Q2 		$1.37M Sell
30,425
-1,900
-6% -$80K 0.78% 25
2023
Q1 		$1.3M Sell
32,325
-1,700
-5% -$69.9K 0.76% 26
2022
Q4 		$1.41M Sell
34,025
-2,700
-7% -$110K 0.83% 24
2022
Q3 		$1.49M Buy
36,725
+4,775
+15% +$201K 0.91% 22
2022
Q2 		$1.25M Sell
31,950
-1,600
-5% -$60.5K 0.72% 29
2022
Q1 		$1.3M Sell
33,550
-500
-1% -$19K 0.65% 30
2021
Q4 		$1.37M Hold
34,050
– – 0.66% 32
2021
Q3 		$1.15M Buy
+34,050
New +$1.07M 0.63% 31

Other funds holding RYAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Mark Sheptoff Financial Planning's RYAN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Ryan Specialty Holdings (RYAN) stake by 12% in Q1 2026, selling an estimated $51.2K and leaving 8,775 shares worth $268K. The position accounts for 0.14% of the portfolio, ranked #88.

Mark Sheptoff Financial Planning first reported a position in RYAN in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.18M in Q1 2025. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Mark Sheptoff Financial Planning held 8,775 shares of Ryan Specialty Holdings worth $268K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 1,200 Ryan Specialty Holdings shares in Q1 2026, an estimated $51.2K.
  • Ryan Specialty Holdings made up 0.14% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #88 holding.
  • Mark Sheptoff Financial Planning first reported a position in Ryan Specialty Holdings in Q3 2021 and has held it in 19 quarters since.
  • Mark Sheptoff Financial Planning's Ryan Specialty Holdings position peaked at $2.18M in Q1 2025.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.