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Wealth Alliance’s Ryan Specialty Holdings RYAN Stock Holding History

Wealth Alliance’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 		– Sell
-5,107
Closed -$264K – 588
2025
Q4 		$264K Buy
+5,107
New +$280K 0.03% 462
2025
Q3 		– Sell
-4,371
Closed -$297K – 588
2025
Q2 		$297K Buy
4,371
+263
+6% +$18.2K 0.03% 414
2025
Q1 		$303K Buy
+4,108
New +$279K 0.04% 388

Other funds holding RYAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Wealth Alliance's RYAN Position: Q1 2026 in Review

Wealth Alliance sold out of Ryan Specialty Holdings (RYAN) in Q1 2026, closing a stake of 5,107 shares — an estimated $264K sold.

Wealth Alliance first reported a position in RYAN in Q1 2025 and held it in 3 quarters. The position peaked at $303K in Q1 2025. 360 funds tracked by Wall St. Rank hold RYAN as of Q1 2026.

  • Wealth Alliance reported no remaining Ryan Specialty Holdings position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance sold 5,107 Ryan Specialty Holdings shares in Q1 2026, an estimated $264K.
  • Wealth Alliance first reported a position in Ryan Specialty Holdings in Q1 2025 and held it in 3 quarters.
  • Wealth Alliance's Ryan Specialty Holdings position peaked at $303K in Q1 2025.
  • 360 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.