Northwestern University’s Ryan Specialty Holdings RYAN Stock Holding History

Northwestern University’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	$4.5M	Hold	119,046	–	–	7.1%	3
2026 Q1	$4.02M	Buy	+119,046	New	+$5.08M	7.81%	2
2025 Q4	–	Sell	-119,046	Closed	-$6.71M	–	3
2025 Q3	$6.71M	Hold	119,046	–	–	11.86%	2
2025 Q2	$8.09M	Hold	119,046	–	–	14.34%	2
2025 Q1	$8.79M	Hold	119,046	–	–	14.07%	2
2024 Q4	$7.64M	Hold	119,046	–	–	12.24%	2
2024 Q3	$7.9M	Hold	119,046	–	–	9.29%	2
2024 Q2	$6.89M	Hold	119,046	–	–	7.43%	2
2024 Q1	$6.61M	Hold	119,046	–	–	6.13%	3
2023 Q4	$5.12M	Hold	119,046	–	–	4.56%	5
2023 Q3	$5.76M	Hold	119,046	–	–	4.46%	5
2023 Q2	$5.34M	Hold	119,046	–	–	5.24%	3
2023 Q1	$4.79M	Hold	119,046	–	–	4.27%	3
2022 Q4	$4.94M	Hold	119,046	–	–	4.74%	3
2022 Q3	$4.84M	Buy	+119,046	New	+$5.02M	4.76%	3

Other funds holding RYAN

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return