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Toth Financial Advisory’s Ryan Specialty Holdings RYAN Stock Holding History

Toth Financial Advisory’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
-9,000
Closed -$665K – 789
2025
Q1 		$665K Buy
+9,000
New +$612K 0.08% 144

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

Toth Financial Advisory's RYAN Position: Q2 2025 in Review

Toth Financial Advisory sold out of Ryan Specialty Holdings (RYAN) in Q2 2025, closing a stake of 9,000 shares — an estimated $665K sold.

Toth Financial Advisory first reported a position in RYAN in Q1 2025 and held it in 1 quarter. The position peaked at $665K in Q1 2025. 373 funds tracked by Wall St. Rank hold RYAN as of Q2 2025.

  • Toth Financial Advisory reported no remaining Ryan Specialty Holdings position as of Q2 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 9,000 Ryan Specialty Holdings shares in Q2 2025, an estimated $665K.
  • Toth Financial Advisory first reported a position in Ryan Specialty Holdings in Q1 2025 and held it in 1 quarter.
  • Toth Financial Advisory's Ryan Specialty Holdings position peaked at $665K in Q1 2025.
  • 373 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.