Oak Thistle LLC’s Ryan Specialty Holdings RYAN Stock Holding History

Oak Thistle LLC’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	$2.78M	Sell	73,618 -2,434	-3%	-$82.6K	0.27%	129
2026 Q1	$2.57M	Buy	+76,052	New	+$3.25M	0.25%	151
2025 Q4	–	Sell	-6,381	Closed	-$360K	–	633
2025 Q3	$360K	Buy	+6,381	New	+$378K	0.05%	409
2025 Q2	–	Sell	-4,372	Closed	-$323K	–	582
2025 Q1	$323K	Buy	+4,372	New	+$297K	0.07%	352
2024 Q4	–	Sell	-6,061	Closed	-$402K	–	531
2024 Q3	$402K	Buy	+6,061	New	+$379K	0.13%	290
2024 Q2	–	Sell	-6,562	Closed	-$364K	–	429
2024 Q1	$364K	Sell	6,562 -6,820	-51%	-$326K	0.33%	138
2023 Q4	$576K	Sell	13,382 -4,101	-23%	-$185K	0.17%	255
2023 Q3	$846K	Buy	+17,483	New	+$810K	0.25%	156
2022 Q4	–	Sell	-5,363	Closed	-$218K	–	218
2022 Q3	$218K	Buy	+5,363	New	+$226K	0.79%	80

Other funds holding RYAN

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

VVP

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Oak Thistle LLC's RYAN Position: Q2 2026 in Review

Oak Thistle LLC reduced its Ryan Specialty Holdings (RYAN) stake by 3.2% in Q2 2026, selling an estimated $82.6K and leaving 73,618 shares worth $2.78M. The position accounts for 0.27% of the portfolio, ranked #129.

Oak Thistle LLC first reported a position in RYAN in Q3 2022 and has held it in 9 quarters since. 363 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

Oak Thistle LLC held 73,618 shares of Ryan Specialty Holdings worth $2.78M as of Q2 2026.
Oak Thistle LLC sold 2,434 Ryan Specialty Holdings shares in Q2 2026, an estimated $82.6K.
Ryan Specialty Holdings made up 0.27% of Oak Thistle LLC's portfolio in Q2 2026, its #129 holding.
Oak Thistle LLC first reported a position in Ryan Specialty Holdings in Q3 2022 and has held it in 9 quarters since.
363 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.