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NewEdge Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

NewEdge Advisors’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 		$13.5K Sell
400
-145
-27% -$6.19K ﹤0.01% 3317
2025
Q4 		$28.1K Hold
545
– – ﹤0.01% 3147
2025
Q3 		$30.7K Hold
545
– – ﹤0.01% 2985
2025
Q2 		$37.1K Sell
545
-50
-8% -$3.45K ﹤0.01% 2755
2025
Q1 		$44K Hold
595
– – ﹤0.01% 2597
2024
Q4 		$38.2K Buy
595
+145
+32% +$10.1K ﹤0.01% 2610
2024
Q3 		$29.9K Hold
450
– – ﹤0.01% 2598
2024
Q2 		$26.1K Hold
450
– – ﹤0.01% 2549
2024
Q1 		$25K Buy
450
+42
+10% +$2.01K ﹤0.01% 2552
2023
Q4 		$17.6K Buy
408
+158
+63% +$7.12K ﹤0.01% 2622
2023
Q3 		$12.1K Hold
250
– – ﹤0.01% 2514
2023
Q2 		$11.2K Hold
250
– – ﹤0.01% 2561
2023
Q1 		$10.1K Hold
250
– – ﹤0.01% 2568
2022
Q4 		$10 Buy
+250
New +$10.2K ﹤0.01% 3714

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

NewEdge Advisors's RYAN Position: Q1 2026 in Review

NewEdge Advisors reduced its Ryan Specialty Holdings (RYAN) stake by 27% in Q1 2026, selling an estimated $6.19K and leaving 400 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3317.

NewEdge Advisors first reported a position in RYAN in Q4 2022 and has held it in 14 quarters since. The position peaked at $44K in Q1 2025. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • NewEdge Advisors held 400 shares of Ryan Specialty Holdings worth $13.5K as of Q1 2026.
  • NewEdge Advisors sold 145 Ryan Specialty Holdings shares in Q1 2026, an estimated $6.19K.
  • Ryan Specialty Holdings made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3317 holding.
  • NewEdge Advisors first reported a position in Ryan Specialty Holdings in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Ryan Specialty Holdings position peaked at $44K in Q1 2025.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.