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Precision Wealth Strategies’s Ryan Specialty Holdings RYAN Stock Holding History

Precision Wealth Strategies’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
2025
Q3 		– Sell
-9,233
Closed -$628K – 205
2025
Q2 		$628K Buy
9,233
+36
+0.4% +$2.48K 0.2% 89
2025
Q1 		$679K Sell
9,197
-3,718
-29% -$253K 0.52% 33
2024
Q4 		$829K Sell
12,915
-3,062
-19% -$213K 0.64% 25
2024
Q3 		$1.06M Sell
15,977
-484
-3% -$30.2K 0.98% 20
2024
Q2 		$953K Buy
16,461
+687
+4% +$36.7K 0.98% 23
2024
Q1 		$875K Buy
15,774
+617
+4% +$29.5K 0.83% 24
2023
Q4 		$652K Buy
15,157
+183
+1% +$8.25K 0.63% 26
2023
Q3 		$725K Buy
14,974
+7,569
+102% +$351K 0.79% 21
2023
Q2 		$332K Buy
7,405
+14
+0.2% +$589 0.54% 40
2023
Q1 		$297K Sell
7,391
-15,707
-68% -$646K 0.47% 47
2022
Q4 		$959K Sell
23,098
-20
-0.1% -$818 1% 17
2022
Q3 		$996K Sell
23,118
-2,806
-11% -$118K 0.88% 20
2022
Q2 		$1.02M Buy
25,924
+2,285
+10% +$86.4K 0.8% 18
2022
Q1 		$917K Sell
23,639
-4,457
-16% -$169K 0.54% 33
2021
Q4 		$1.13M Buy
28,096
+3,597
+15% +$136K 0.82% 23
2021
Q3 		$830K Buy
+24,499
New +$773K 0.64% 23

Other funds holding RYAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Precision Wealth Strategies's RYAN Position: Q3 2025 in Review

Precision Wealth Strategies sold out of Ryan Specialty Holdings (RYAN) in Q3 2025, closing a stake of 9,233 shares — an estimated $628K sold.

Precision Wealth Strategies first reported a position in RYAN in Q3 2021 and held it in 16 quarters. The position peaked at $1.13M in Q4 2021. 362 funds tracked by Wall St. Rank hold RYAN as of Q3 2025.

  • Precision Wealth Strategies reported no remaining Ryan Specialty Holdings position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 9,233 Ryan Specialty Holdings shares in Q3 2025, an estimated $628K.
  • Precision Wealth Strategies first reported a position in Ryan Specialty Holdings in Q3 2021 and held it in 16 quarters.
  • Precision Wealth Strategies's Ryan Specialty Holdings position peaked at $1.13M in Q4 2021.
  • 362 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.