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Summit Securities Group’s Ryan Specialty Holdings RYAN Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-200
Closed -$14.8K – 1388
2025
Q1 		$14.8K Buy
200
+173
+641% +$11.8K ﹤0.01% 506
2024
Q4 		$1.73K Buy
+27
New +$1.88K ﹤0.01% 543

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's RYAN Position: Q2 2025 in Review

Summit Securities Group sold out of Ryan Specialty Holdings (RYAN) in Q2 2025, closing a stake of 200 shares — an estimated $14.8K sold.

Summit Securities Group first reported a position in RYAN in Q4 2024 and held it in 2 quarters. The position peaked at $14.8K in Q1 2025. 373 funds tracked by Wall St. Rank hold RYAN as of Q2 2025.

  • Summit Securities Group reported no remaining Ryan Specialty Holdings position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 200 Ryan Specialty Holdings shares in Q2 2025, an estimated $14.8K.
  • Summit Securities Group first reported a position in Ryan Specialty Holdings in Q4 2024 and held it in 2 quarters.
  • Summit Securities Group's Ryan Specialty Holdings position peaked at $14.8K in Q1 2025.
  • 373 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.