Rothschild Investment LLC’s Ryan Specialty Holdings RYAN Stock Holding History

Rothschild Investment LLC’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 Q2	$62.6K	Buy	1,658 +156	+10%	+$5.29K	﹤0.01%	1194
2026 Q1	$50.7K	Sell	1,502 -67	-4%	-$2.86K	﹤0.01%	1109
2025 Q4	$81K	Buy	1,569 +46	+3%	+$2.52K	﹤0.01%	874
2025 Q3	$85.8K	Buy	1,523 +23	+2%	+$1.36K	﹤0.01%	836
2025 Q2	$102K	Hold	1,500	–	–	0.01%	642
2025 Q1	$111K	Hold	1,500	–	–	0.01%	611
2024 Q4	$96.2K	Hold	1,500	–	–	0.01%	648
2024 Q3	$99.6K	Hold	1,500	–	–	0.01%	644
2024 Q2	$86.9K	Hold	1,500	–	–	0.01%	646
2024 Q1	$83.3K	Sell	1,500 -225	-13%	-$10.8K	0.01%	629
2023 Q4	$74.2K	Buy	+1,725	New	+$77.8K	0.01%	591

Other funds holding RYAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

WPC

Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return

Rothschild Investment LLC's RYAN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Ryan Specialty Holdings (RYAN) stake by 10% in Q2 2026, buying an estimated $5.29K and bringing the position to 1,658 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Rothschild Investment LLC first reported a position in RYAN in Q4 2023 and has held it in 11 quarters since. The position peaked at $111K in Q1 2025. 157 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

Rothschild Investment LLC held 1,658 shares of Ryan Specialty Holdings worth $62.6K as of Q2 2026.
Rothschild Investment LLC bought 156 Ryan Specialty Holdings shares in Q2 2026, an estimated $5.29K.
Ryan Specialty Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1194 holding.
Rothschild Investment LLC first reported a position in Ryan Specialty Holdings in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Ryan Specialty Holdings position peaked at $111K in Q1 2025.
157 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.