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Sargent Investment Group’s Ryan Specialty Holdings RYAN Stock Holding History

Sargent Investment Group’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
2024
Q4 		– Sell
-3,554
Closed -$236K – 250
2024
Q3 		$236K Sell
3,554
-3,275
-48% -$205K 0.04% 187
2024
Q2 		$395K Buy
+6,829
New +$364K 0.08% 137

Other funds holding RYAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sargent Investment Group's RYAN Position: Q4 2024 in Review

Sargent Investment Group sold out of Ryan Specialty Holdings (RYAN) in Q4 2024, closing a stake of 3,554 shares — an estimated $236K sold.

Sargent Investment Group first reported a position in RYAN in Q2 2024 and held it in 2 quarters. The position peaked at $395K in Q2 2024. 359 funds tracked by Wall St. Rank hold RYAN as of Q4 2024.

  • Sargent Investment Group reported no remaining Ryan Specialty Holdings position as of Q4 2024 after selling out during the quarter.
  • Sargent Investment Group sold 3,554 Ryan Specialty Holdings shares in Q4 2024, an estimated $236K.
  • Sargent Investment Group first reported a position in Ryan Specialty Holdings in Q2 2024 and held it in 2 quarters.
  • Sargent Investment Group's Ryan Specialty Holdings position peaked at $395K in Q2 2024.
  • 359 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2024.

Based on Sargent Investment Group's 13F filing for Q4 2024, filed 27 Jan 2025.