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TD Private Client Wealth’s Ryan Specialty Holdings RYAN Stock Holding History

TD Private Client Wealth’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 		$5.03K Sell
149
-331
-69% -$14.1K ﹤0.01% 1174
2025
Q4 		$24.8K Buy
480
+71
+17% +$3.89K ﹤0.01% 982
2025
Q3 		$23.1K Buy
409
+376
+1,139% +$22.3K ﹤0.01% 968
2025
Q2 		$2.24K Buy
+33
New +$2.28K ﹤0.01% 1215

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 $6.61B AUM 19.21% 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

TD Private Client Wealth's RYAN Position: Q1 2026 in Review

TD Private Client Wealth reduced its Ryan Specialty Holdings (RYAN) stake by 69% in Q1 2026, selling an estimated $14.1K and leaving 149 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

TD Private Client Wealth first reported a position in RYAN in Q2 2025 and has held it in 4 quarters since. The position peaked at $24.8K in Q4 2025. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • TD Private Client Wealth held 149 shares of Ryan Specialty Holdings worth $5.03K as of Q1 2026.
  • TD Private Client Wealth sold 331 Ryan Specialty Holdings shares in Q1 2026, an estimated $14.1K.
  • Ryan Specialty Holdings made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1174 holding.
  • TD Private Client Wealth first reported a position in Ryan Specialty Holdings in Q2 2025 and has held it in 4 quarters since.
  • TD Private Client Wealth's Ryan Specialty Holdings position peaked at $24.8K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.