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Summit Trail Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Summit Trail Advisors’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 		$398K Buy
11,784
+1,371
+13% +$58.5K 0.01% 1235
2025
Q4 		$538K Buy
10,413
+431
+4% +$23.6K 0.01% 1049
2025
Q3 		$563K Buy
+9,982
New +$591K 0.01% 1045

Other funds holding RYAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Summit Trail Advisors's RYAN Position: Q1 2026 in Review

Summit Trail Advisors increased its Ryan Specialty Holdings (RYAN) stake by 13% in Q1 2026, buying an estimated $58.5K and bringing the position to 11,784 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #1235.

Summit Trail Advisors first reported a position in RYAN in Q3 2025 and has held it in 3 quarters since. The position peaked at $563K in Q3 2025. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Summit Trail Advisors held 11,784 shares of Ryan Specialty Holdings worth $398K as of Q1 2026.
  • Summit Trail Advisors bought 1,371 Ryan Specialty Holdings shares in Q1 2026, an estimated $58.5K.
  • Ryan Specialty Holdings made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1235 holding.
  • Summit Trail Advisors first reported a position in Ryan Specialty Holdings in Q3 2025 and has held it in 3 quarters since.
  • Summit Trail Advisors's Ryan Specialty Holdings position peaked at $563K in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.