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

Shelton 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
2025
Q4 		– Sell
-3,774
Closed -$213K – 761
2025
Q3 		$213K Hold
3,774
– – ﹤0.01% 663
2025
Q2 		$257K Sell
3,774
-97
-3% -$6.7K 0.01% 555
2025
Q1 		$286K Sell
3,871
-148
-4% -$10.1K 0.01% 495
2024
Q4 		$258K Hold
4,019
– – 0.01% 570
2024
Q3 		$267K Buy
+4,019
New +$251K 0.01% 557

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

Shelton Capital Management's RYAN Position: Q4 2025 in Review

Shelton Capital Management sold out of Ryan Specialty Holdings (RYAN) in Q4 2025, closing a stake of 3,774 shares — an estimated $213K sold.

Shelton Capital Management first reported a position in RYAN in Q3 2024 and held it in 5 quarters. The position peaked at $286K in Q1 2025. 377 funds tracked by Wall St. Rank hold RYAN as of Q4 2025.

  • Shelton Capital Management reported no remaining Ryan Specialty Holdings position as of Q4 2025 after selling out during the quarter.
  • Shelton Capital Management sold 3,774 Ryan Specialty Holdings shares in Q4 2025, an estimated $213K.
  • Shelton Capital Management first reported a position in Ryan Specialty Holdings in Q3 2024 and held it in 5 quarters.
  • Shelton Capital Management's Ryan Specialty Holdings position peaked at $286K in Q1 2025.
  • 377 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2025.

Based on Shelton Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.