Oak Family Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Oak Family 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	–	Sell	-50,876	Closed	-$2.63M	–	126
2025 Q4	$2.63M	Buy	50,876 +5,680	+13%	+$312K	0.72%	43
2025 Q3	$2.55M	Buy	+45,196	New	+$2.68M	0.64%	46
2023 Q1	–	Sell	-53,305	Closed	-$2.21M	–	121
2022 Q4	$2.21M	Buy	53,305 +12,114	+29%	+$495K	1.18%	31
2022 Q3	$1.67M	Sell	41,191 -36,428	-47%	-$1.54M	0.89%	32
2022 Q2	$3.04M	Sell	77,619 -1,363	-2%	-$51.6K	1.53%	19
2022 Q1	$3.06M	Buy	78,982 +27,151	+52%	+$1.03M	1.2%	19
2021 Q4	$2.09M	Buy	51,831 +19,595	+61%	+$742K	0.78%	32
2021 Q3	$1.09M	Buy	+32,236	New	+$1.02M	0.4%	48

Other funds holding RYAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Oak Family Advisors's RYAN Position: Q1 2026 in Review

Oak Family Advisors sold out of Ryan Specialty Holdings (RYAN) in Q1 2026, closing a stake of 50,876 shares — an estimated $2.63M sold.

Oak Family Advisors first reported a position in RYAN in Q3 2021 and held it in 8 quarters. The position peaked at $3.06M in Q1 2022. 363 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

Oak Family Advisors reported no remaining Ryan Specialty Holdings position as of Q1 2026 after selling out during the quarter.
Oak Family Advisors sold 50,876 Ryan Specialty Holdings shares in Q1 2026, an estimated $2.63M.
Oak Family Advisors first reported a position in Ryan Specialty Holdings in Q3 2021 and held it in 8 quarters.
Oak Family Advisors's Ryan Specialty Holdings position peaked at $3.06M in Q1 2022.
363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.