OFA
RYAN icon

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
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 $6.61B AUM 19.21% 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