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Montrusco Bolton Investments’s Ryan Specialty Holdings RYAN Stock Holding History

Montrusco Bolton Investments’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
Q2 		$102M Sell
2,689,031
-1,333,475
-33% -$45.3M 1.57% 24
2026
Q1 		$132M Sell
4,022,506
-320,610
-7% -$13.7M 2% 22
2025
Q4 		$218M Buy
4,343,116
+368,247
+9% +$20.2M 2.72% 12
2025
Q3 		$218M Buy
3,974,869
+762,638
+24% +$45.2M 2.53% 15
2025
Q2 		$214M Buy
+3,212,231
New +$222M 2.37% 18

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Montrusco Bolton Investments's RYAN Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its Ryan Specialty Holdings (RYAN) stake by 33% in Q2 2026, selling an estimated $45.3M and leaving 2,689,031 shares worth $102M. The position accounts for 1.57% of the portfolio, ranked #24.

Montrusco Bolton Investments first reported a position in RYAN in Q2 2025 and has held it in 5 quarters since. The position peaked at $218M in Q4 2025. 157 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Montrusco Bolton Investments held 2,689,031 shares of Ryan Specialty Holdings worth $102M as of Q2 2026.
  • Montrusco Bolton Investments sold 1,333,475 Ryan Specialty Holdings shares in Q2 2026, an estimated $45.3M.
  • Ryan Specialty Holdings made up 1.57% of Montrusco Bolton Investments's portfolio in Q2 2026, its #24 holding.
  • Montrusco Bolton Investments first reported a position in Ryan Specialty Holdings in Q2 2025 and has held it in 5 quarters since.
  • Montrusco Bolton Investments's Ryan Specialty Holdings position peaked at $218M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.