Mosaic Financial Group’s Ryan Specialty Holdings RYAN Stock Holding History

Mosaic Financial Group’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	$965K	Sell	28,611 -231	-0.8%	-$9.86K	0.69%	36
2025 Q4	$1.49M	Hold	28,842	–	–	1.02%	24
2025 Q3	$1.63M	Hold	28,842	–	–	1.16%	19
2025 Q2	$1.96M	Hold	28,842	–	–	1.5%	13
2025 Q1	$2.13M	Sell	28,842 -1	-0%	-$68	1.73%	10
2024 Q4	$1.85M	Hold	28,843	–	–	1.33%	16
2024 Q3	$1.92M	Hold	28,843	–	–	1.36%	14
2024 Q2	$1.67M	Sell	28,843 -183	-0.6%	-$9.77K	1.2%	18
2024 Q1	$1.61M	Buy	+29,026	New	+$1.39M	1.29%	16

Other funds holding RYAN

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Mosaic Financial Group's RYAN Position: Q1 2026 in Review

Mosaic Financial Group reduced its Ryan Specialty Holdings (RYAN) stake by 0.8% in Q1 2026, selling an estimated $9.86K and leaving 28,611 shares worth $965K. The position accounts for 0.69% of the portfolio, ranked #36.

Mosaic Financial Group first reported a position in RYAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.13M in Q1 2025. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

Mosaic Financial Group held 28,611 shares of Ryan Specialty Holdings worth $965K as of Q1 2026.
Mosaic Financial Group sold 231 Ryan Specialty Holdings shares in Q1 2026, an estimated $9.86K.
Ryan Specialty Holdings made up 0.69% of Mosaic Financial Group's portfolio in Q1 2026, its #36 holding.
Mosaic Financial Group first reported a position in Ryan Specialty Holdings in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Ryan Specialty Holdings position peaked at $2.13M in Q1 2025.
360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.