Venturi Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History

Venturi Wealth Management’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 Q1	–	Sell	-61	Closed	-$3.91K	–	1569
2024 Q4	$3.91K	Sell	61 -55	-47%	-$3.83K	﹤0.01%	1762
2024 Q3	$7.7K	Sell	116 -9	-7%	-$562	﹤0.01%	1264
2024 Q2	$7.24K	Sell	125 -18	-13%	-$961	﹤0.01%	1162
2024 Q1	$7.94K	Hold	143	–	–	﹤0.01%	980
2023 Q4	$6.15K	Hold	143	–	–	﹤0.01%	989
2023 Q3	$6.92K	Hold	143	–	–	﹤0.01%	879
2023 Q2	$6.42K	Hold	143	–	–	﹤0.01%	714
2023 Q1	$5.75K	Buy	+143	New	+$5.88K	﹤0.01%	803

Other funds holding RYAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Venturi Wealth Management's RYAN Position: Q1 2025 in Review

Venturi Wealth Management sold out of Ryan Specialty Holdings (RYAN) in Q1 2025, closing a stake of 61 shares — an estimated $3.91K sold.

Venturi Wealth Management first reported a position in RYAN in Q1 2023 and held it in 8 quarters. The position peaked at $7.94K in Q1 2024. 374 funds tracked by Wall St. Rank hold RYAN as of Q1 2025.

Venturi Wealth Management reported no remaining Ryan Specialty Holdings position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 61 Ryan Specialty Holdings shares in Q1 2025, an estimated $3.91K.
Venturi Wealth Management first reported a position in Ryan Specialty Holdings in Q1 2023 and held it in 8 quarters.
Venturi Wealth Management's Ryan Specialty Holdings position peaked at $7.94K in Q1 2024.
374 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.