Nicolet Advisory Services’s Ryan Specialty Holdings RYAN Stock Holding History

Nicolet Advisory Services’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 Q4	$604K	Sell	11,911 -401	-3%	-$22K	0.04%	207
2025 Q3	$717K	Buy	12,312 +2,179	+22%	+$129K	0.06%	173
2025 Q2	$586K	Sell	10,133 -1,306	-11%	-$90.1K	0.05%	192
2025 Q1	$823K	Buy	11,439 +138	+1%	+$9.38K	0.08%	137
2024 Q4	$706K	Buy	11,301 +963	+9%	+$67K	0.06%	155
2024 Q3	$727K	Buy	10,338 +600	+6%	+$37.5K	0.07%	147
2024 Q2	$547K	Buy	9,738 +1,858	+24%	+$99.2K	0.05%	180
2024 Q1	$412K	Buy	+7,880	New	+$376K	0.04%	214

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

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Nicolet Advisory Services's RYAN Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Ryan Specialty Holdings (RYAN) stake by 3.3% in Q4 2025, selling an estimated $22K and leaving 11,911 shares worth $604K. The position accounts for 0.04% of the portfolio, ranked #207.

Nicolet Advisory Services first reported a position in RYAN in Q1 2024 and has held it in 8 quarters since. The position peaked at $823K in Q1 2025. 377 funds tracked by Wall St. Rank hold RYAN as of Q4 2025.

Nicolet Advisory Services held 11,911 shares of Ryan Specialty Holdings worth $604K as of Q4 2025.
Nicolet Advisory Services sold 401 Ryan Specialty Holdings shares in Q4 2025, an estimated $22K.
Ryan Specialty Holdings made up 0.04% of Nicolet Advisory Services's portfolio in Q4 2025, its #207 holding.
Nicolet Advisory Services first reported a position in Ryan Specialty Holdings in Q1 2024 and has held it in 8 quarters since.
Nicolet Advisory Services's Ryan Specialty Holdings position peaked at $823K in Q1 2025.
377 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.