Mechanics Bank - Trust Department’s Ryan Specialty Holdings RYAN Stock Holding History

Mechanics Bank - Trust Department’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 Q3	–	Sell	-2,978	Closed	-$202K	–	211
2025 Q2	$202K	Sell	2,978 -30	-1%	-$2.07K	0.03%	212
2025 Q1	$222K	Sell	3,008 -255	-8%	-$17.3K	0.03%	210
2024 Q4	$209K	Sell	3,263 -2,576	-44%	-$179K	0.03%	210
2024 Q3	$388K	Sell	5,839 -651	-10%	-$40.7K	0.05%	168
2024 Q2	$376K	Buy	+6,490	New	+$346K	0.05%	167

Other funds holding RYAN

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

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

CIP

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Mechanics Bank - Trust Department's RYAN Position: Q3 2025 in Review

Mechanics Bank - Trust Department sold out of Ryan Specialty Holdings (RYAN) in Q3 2025, closing a stake of 2,978 shares — an estimated $202K sold.

Mechanics Bank - Trust Department first reported a position in RYAN in Q2 2024 and held it in 5 quarters. The position peaked at $388K in Q3 2024. 362 funds tracked by Wall St. Rank hold RYAN as of Q3 2025.

Mechanics Bank - Trust Department reported no remaining Ryan Specialty Holdings position as of Q3 2025 after selling out during the quarter.
Mechanics Bank - Trust Department sold 2,978 Ryan Specialty Holdings shares in Q3 2025, an estimated $202K.
Mechanics Bank - Trust Department first reported a position in Ryan Specialty Holdings in Q2 2024 and held it in 5 quarters.
Mechanics Bank - Trust Department's Ryan Specialty Holdings position peaked at $388K in Q3 2024.
362 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2025.

Based on Mechanics Bank - Trust Department's 13F filing for Q3 2025, filed 22 Oct 2025.