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Summit Wealth Group (Colorado)’s Ryan Specialty Holdings RYAN Stock Holding History

Summit Wealth Group (Colorado)’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
-38,113
Closed -$1.84M – 568
2025
Q3 		$1.84M Buy
+38,113
New +$2.26M 0.2% 95

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Summit Wealth Group (Colorado)'s RYAN Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Ryan Specialty Holdings (RYAN) in Q4 2025, closing a stake of 38,113 shares — an estimated $1.84M sold.

Summit Wealth Group (Colorado) first reported a position in RYAN in Q3 2025 and held it in 1 quarter. The position peaked at $1.84M in Q3 2025. 378 funds tracked by Wall St. Rank hold RYAN as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Ryan Specialty Holdings position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 38,113 Ryan Specialty Holdings shares in Q4 2025, an estimated $1.84M.
  • Summit Wealth Group (Colorado) first reported a position in Ryan Specialty Holdings in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Ryan Specialty Holdings position peaked at $1.84M in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.