Rockefeller Capital Management’s Ryan Specialty Holdings RYAN Stock Holding History

Rockefeller Capital Management’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	$152K	Buy	4,517 +714	+19%	+$30.5K	﹤0.01%	2639
2025 Q4	$196K	Sell	3,803 -51	-1%	-$2.8K	﹤0.01%	2382
2025 Q3	$217K	Buy	+3,854	New	+$228K	﹤0.01%	2193
2023 Q1	–	Sell	-2,326	Closed	-$96K	–	3538
2022 Q4	$96K	Buy	2,326 +1,368	+143%	+$55.9K	﹤0.01%	2046
2022 Q3	$38K	Sell	958 -98	-9%	-$4.13K	﹤0.01%	2491
2022 Q2	$41K	Buy	1,056 +52	+5%	+$1.97K	﹤0.01%	2382
2022 Q1	$38K	Buy	1,004 +298	+42%	+$11.3K	﹤0.01%	2430
2021 Q4	$28K	Buy	706 +356	+102%	+$13.5K	﹤0.01%	2478
2021 Q3	$11K	Buy	+350	New	+$11K	﹤0.01%	2857

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 $6.46B AUM 26.7% 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

Rockefeller Capital Management's RYAN Position: Q1 2026 in Review

Rockefeller Capital Management increased its Ryan Specialty Holdings (RYAN) stake by 19% in Q1 2026, buying an estimated $30.5K and bringing the position to 4,517 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

Rockefeller Capital Management first reported a position in RYAN in Q3 2021 and has held it in 9 quarters since. The position peaked at $217K in Q3 2025. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

Rockefeller Capital Management held 4,517 shares of Ryan Specialty Holdings worth $152K as of Q1 2026.
Rockefeller Capital Management bought 714 Ryan Specialty Holdings shares in Q1 2026, an estimated $30.5K.
Ryan Specialty Holdings made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2639 holding.
Rockefeller Capital Management first reported a position in Ryan Specialty Holdings in Q3 2021 and has held it in 9 quarters since.
Rockefeller Capital Management's Ryan Specialty Holdings position peaked at $217K in Q3 2025.
360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.