Waterloo Capital’s Ryan Specialty Holdings RYAN Stock Holding History

Waterloo 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
2025 Q4	–	Sell	-3,603	Closed	-$203K	–	491
2025 Q3	$203K	Sell	3,603 -5,716	-61%	-$339K	0.02%	449
2025 Q2	$634K	Sell	9,319 -270	-3%	-$18.6K	0.05%	234
2025 Q1	$708K	Hold	9,589	–	–	0.07%	206
2024 Q4	$615K	Buy	9,589 +3,061	+47%	+$213K	0.06%	206
2024 Q3	$433K	Buy	6,528 +465	+8%	+$29K	0.05%	263
2024 Q2	$351K	Hold	6,063	–	–	0.04%	271
2024 Q1	$336K	Sell	6,063 -2	-0%	-$96	0.04%	272
2023 Q4	$261K	Sell	6,065 -2,987	-33%	-$135K	0.04%	317
2023 Q3	$438K	Sell	9,052 -2,686	-23%	-$124K	0.13%	109
2023 Q2	$527K	Sell	11,738 -5	-0%	-$210	0.16%	85
2023 Q1	$473K	Buy	+11,743	New	+$483K	0.15%	90

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

Waterloo Capital's RYAN Position: Q4 2025 in Review

Waterloo Capital sold out of Ryan Specialty Holdings (RYAN) in Q4 2025, closing a stake of 3,603 shares — an estimated $203K sold.

Waterloo Capital first reported a position in RYAN in Q1 2023 and held it in 11 quarters. The position peaked at $708K in Q1 2025. 377 funds tracked by Wall St. Rank hold RYAN as of Q4 2025.

Waterloo Capital reported no remaining Ryan Specialty Holdings position as of Q4 2025 after selling out during the quarter.
Waterloo Capital sold 3,603 Ryan Specialty Holdings shares in Q4 2025, an estimated $203K.
Waterloo Capital first reported a position in Ryan Specialty Holdings in Q1 2023 and held it in 11 quarters.
Waterloo Capital's Ryan Specialty Holdings position peaked at $708K in Q1 2025.
377 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2025.

Based on Waterloo Capital's 13F filing for Q4 2025, filed 10 Feb 2026.