Wallace Advisory Group’s Ryan Specialty Holdings RYAN Stock Holding History

Wallace Advisory Group’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	-3,485	Closed	-$237K	–	162
2025 Q3	$237K	Sell	3,485 -1,352	-28%	-$80.1K	0.19%	142
2025 Q2	$357K	Buy	4,837 +267	+6%	+$18.4K	0.26%	117
2025 Q1	$293K	Sell	4,570 -3,731	-45%	-$254K	0.2%	146
2024 Q4	$551K	Sell	8,301 -476	-5%	-$33.1K	0.38%	70
2024 Q3	$508K	Hold	8,777	–	–	0.37%	64
2024 Q2	$508K	Sell	8,777 -2,249	-20%	-$120K	0.37%	65
2024 Q1	$474K	Sell	11,026 -31	-0.3%	-$1.48K	0.36%	78
2023 Q4	$535K	Sell	11,057 -666	-6%	-$30K	0.42%	56
2023 Q3	$526K	Sell	11,723 -433	-4%	-$20.1K	0.38%	62
2023 Q2	$489K	Hold	12,156	–	–	0.37%	70
2023 Q1	$489K	Buy	12,156 +334	+3%	+$13.7K	0.37%	70
2022 Q4	$491K	Buy	+11,822	New	+$484K	0.39%	65

Other funds holding RYAN

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

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

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

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

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

Wallace Advisory Group's RYAN Position: Q4 2025 in Review

Wallace Advisory Group sold out of Ryan Specialty Holdings (RYAN) in Q4 2025, closing a stake of 3,485 shares — an estimated $237K sold.

Wallace Advisory Group first reported a position in RYAN in Q4 2022 and held it in 12 quarters. The position peaked at $551K in Q4 2024. 377 funds tracked by Wall St. Rank hold RYAN as of Q4 2025.

Wallace Advisory Group reported no remaining Ryan Specialty Holdings position as of Q4 2025 after selling out during the quarter.
Wallace Advisory Group sold 3,485 Ryan Specialty Holdings shares in Q4 2025, an estimated $237K.
Wallace Advisory Group first reported a position in Ryan Specialty Holdings in Q4 2022 and held it in 12 quarters.
Wallace Advisory Group's Ryan Specialty Holdings position peaked at $551K in Q4 2024.
377 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.