Port Capital’s Ryan Specialty Holdings RYAN Stock Holding History

Port Capital’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	$337K	Hold	10,000	–	–	0.02%	70
2025 Q4	$516K	Hold	10,000	–	–	0.02%	67
2025 Q3	$564K	Hold	10,000	–	–	0.02%	65
2025 Q2	$680K	Hold	10,000	–	–	0.03%	60
2025 Q1	$739K	Hold	10,000	–	–	0.03%	58
2024 Q4	$642K	Hold	10,000	–	–	0.03%	63
2024 Q3	$664K	Hold	10,000	–	–	0.03%	63
2024 Q2	$579K	Hold	10,000	–	–	0.03%	61
2024 Q1	$555K	Hold	10,000	–	–	0.03%	61
2023 Q4	$430K	Hold	10,000	–	–	0.02%	66
2023 Q3	$484K	Hold	10,000	–	–	0.03%	60
2023 Q2	$449K	Hold	10,000	–	–	0.03%	60
2023 Q1	$402K	Hold	10,000	–	–	0.03%	58
2022 Q4	$415K	Hold	10,000	–	–	0.03%	59
2022 Q3	$406K	Hold	10,000	–	–	0.03%	57
2022 Q2	$392K	Buy	+10,000	New	+$378K	0.03%	60
2021 Q4	–	Sell	-100,000	Closed	-$3.39M	–	84
2021 Q3	$3.39M	Buy	+100,000	New	+$3.15M	0.17%	40

Other funds holding RYAN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Port Capital's RYAN Position: Q1 2026 in Review

Port Capital held its Ryan Specialty Holdings (RYAN) position steady in Q1 2026 at 10,000 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #70.

Port Capital first reported a position in RYAN in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.39M in Q3 2021. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

Port Capital held 10,000 shares of Ryan Specialty Holdings worth $337K as of Q1 2026.
Port Capital left its Ryan Specialty Holdings share count unchanged in Q1 2026.
Ryan Specialty Holdings made up 0.02% of Port Capital's portfolio in Q1 2026, its #70 holding.
Port Capital first reported a position in Ryan Specialty Holdings in Q3 2021 and has held it in 17 quarters since.
Port Capital's Ryan Specialty Holdings position peaked at $3.39M in Q3 2021.
360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Port Capital's 13F filing for Q1 2026, filed 15 May 2026.