WA
RYAN icon

Whipplewood Advisors’s Ryan Specialty Holdings RYAN Stock Holding History

Whipplewood Advisors’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
Q3 		– Sell
-11
Closed -$748 – 993
2025
Q2 		$748 Buy
+11
New +$759 ﹤0.01% 1064

Other funds holding RYAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Whipplewood Advisors's RYAN Position: Q3 2025 in Review

Whipplewood Advisors sold out of Ryan Specialty Holdings (RYAN) in Q3 2025, closing a stake of 11 shares — an estimated $748 sold.

Whipplewood Advisors first reported a position in RYAN in Q2 2025 and held it in 1 quarter. The position peaked at $748 in Q2 2025. 362 funds tracked by Wall St. Rank hold RYAN as of Q3 2025.

  • Whipplewood Advisors reported no remaining Ryan Specialty Holdings position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 11 Ryan Specialty Holdings shares in Q3 2025, an estimated $748.
  • Whipplewood Advisors first reported a position in Ryan Specialty Holdings in Q2 2025 and held it in 1 quarter.
  • Whipplewood Advisors's Ryan Specialty Holdings position peaked at $748 in Q2 2025.
  • 362 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.