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Reilly Financial Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Reilly Financial 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
2021
Q4 		$37K Buy
906
+506
+127% +$19.2K ﹤0.01% 454
2021
Q3 		$14K Buy
+400
New +$12.6K ﹤0.01% 599

Other funds holding RYAN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Reilly Financial Advisors's RYAN Position: Q4 2021 in Review

Reilly Financial Advisors increased its Ryan Specialty Holdings (RYAN) stake by 127% in Q4 2021, buying an estimated $19.2K and bringing the position to 906 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Reilly Financial Advisors first reported a position in RYAN in Q3 2021 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold RYAN as of Q4 2021.

  • Reilly Financial Advisors held 906 shares of Ryan Specialty Holdings worth $37K as of Q4 2021.
  • Reilly Financial Advisors bought 506 Ryan Specialty Holdings shares in Q4 2021, an estimated $19.2K.
  • Ryan Specialty Holdings made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #454 holding.
  • Reilly Financial Advisors first reported a position in Ryan Specialty Holdings in Q3 2021 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.