TwinBeech Capital’s Ryan Specialty Holdings RYAN Stock Holding History

TwinBeech Capital’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	$3.25M	Sell	96,318 -38,236	-28%	-$1.63M	0.34%	87
2025 Q4	$6.95M	Buy	134,554 +127,960	+1,941%	+$7.02M	0.49%	58
2025 Q3	$372K	Buy	+6,594	New	+$391K	0.01%	430
2025 Q1	–	Sell	-66,637	Closed	-$4.28M	–	940
2024 Q4	$4.28M	Sell	66,637 -56,270	-46%	-$3.92M	0.07%	246
2024 Q3	$8.16M	Buy	+122,907	New	+$7.68M	0.16%	163
2024 Q1	–	Sell	-189,365	Closed	-$8.15M	–	810
2023 Q4	$8.15M	Buy	+189,365	New	+$8.54M	0.13%	200
2022 Q4	–	Sell	-14,016	Closed	-$569K	–	906
2022 Q3	$569K	Buy	+14,016	New	+$591K	0.02%	509

Other funds holding RYAN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

TwinBeech Capital's RYAN Position: Q1 2026 in Review

TwinBeech Capital reduced its Ryan Specialty Holdings (RYAN) stake by 28% in Q1 2026, selling an estimated $1.63M and leaving 96,318 shares worth $3.25M. The position accounts for 0.34% of the portfolio, ranked #87.

TwinBeech Capital first reported a position in RYAN in Q3 2022 and has held it in 7 quarters since. The position peaked at $8.16M in Q3 2024. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

TwinBeech Capital held 96,318 shares of Ryan Specialty Holdings worth $3.25M as of Q1 2026.
TwinBeech Capital sold 38,236 Ryan Specialty Holdings shares in Q1 2026, an estimated $1.63M.
Ryan Specialty Holdings made up 0.34% of TwinBeech Capital's portfolio in Q1 2026, its #87 holding.
TwinBeech Capital first reported a position in Ryan Specialty Holdings in Q3 2022 and has held it in 7 quarters since.
TwinBeech Capital's Ryan Specialty Holdings position peaked at $8.16M in Q3 2024.
360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.