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Principal Securities’s Ryan Specialty Holdings RYAN Stock Holding History

Principal Securities’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
Q4 		– Sell
-2,245
Closed -$127K – 3106
2025
Q3 		$127K Buy
2,245
+556
+33% +$32.9K ﹤0.01% 1485
2025
Q2 		$115K Buy
1,689
+1,022
+153% +$70.5K ﹤0.01% 1486
2025
Q1 		$42.8K Hold
667
– – ﹤0.01% 1821
2024
Q4 		$42.8K Buy
667
+415
+165% +$28.9K ﹤0.01% 1818
2024
Q3 		$16.7K Buy
252
+98
+64% +$6.12K ﹤0.01% 2213
2024
Q2 		$8.92K Buy
154
+2
+1% +$107 ﹤0.01% 2451
2024
Q1 		$8.44K Hold
152
– – ﹤0.01% 2422
2023
Q4 		$6.54K Buy
+152
New +$6.85K ﹤0.01% 2427

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Principal Securities's RYAN Position: Q4 2025 in Review

Principal Securities sold out of Ryan Specialty Holdings (RYAN) in Q4 2025, closing a stake of 2,245 shares — an estimated $127K sold.

Principal Securities first reported a position in RYAN in Q4 2023 and held it in 8 quarters. The position peaked at $127K in Q3 2025. 377 funds tracked by Wall St. Rank hold RYAN as of Q4 2025.

  • Principal Securities reported no remaining Ryan Specialty Holdings position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,245 Ryan Specialty Holdings shares in Q4 2025, an estimated $127K.
  • Principal Securities first reported a position in Ryan Specialty Holdings in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Ryan Specialty Holdings position peaked at $127K in Q3 2025.
  • 377 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.