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Wealthspire Advisors (New York)’s Ryan Specialty Holdings RYAN Stock Holding History

Wealthspire Advisors (New York)’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
-1,178
Closed -$66.4K – 2515
2025
Q3 		$66.4K Buy
+1,178
New +$69.8K ﹤0.01% 1136

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wealthspire Advisors (New York)'s RYAN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Ryan Specialty Holdings (RYAN) in Q4 2025, closing a stake of 1,178 shares — an estimated $66.4K sold.

Wealthspire Advisors (New York) first reported a position in RYAN in Q3 2025 and held it in 1 quarter. The position peaked at $66.4K in Q3 2025. 377 funds tracked by Wall St. Rank hold RYAN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Ryan Specialty Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,178 Ryan Specialty Holdings shares in Q4 2025, an estimated $66.4K.
  • Wealthspire Advisors (New York) first reported a position in Ryan Specialty Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Ryan Specialty Holdings position peaked at $66.4K in Q3 2025.
  • 377 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.