RYAN — RYAN SPECIALTY HOLDINGS INC

Ownership history in Wallace Advisory Group, LLC  ·  12 quarters on record

AI Ownership Summary

Wallace Advisory Group, LLC reported RYAN SPECIALTY HOLDINGS INC (RYAN) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.42% in 2023 Q4. The latest visible filing shows RYAN at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RYAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wallace Advisory Group, LLC's position in RYAN SPECIALTY HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

RYAN was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RYAN stock page Wallace Advisory Group, LLC fund profile Wallace Advisory Group, LLC full holdings
How Wallace Advisory Group, LLC held RYAN — position size vs. price
% of Fund (quarterly)    RYAN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,485 -1,352 -28.0% 0.19% $237K 2025-10-16 $51.94
2025 Q2 ADDED 4,837 +267 +5.8% 0.26% $357K 2025-07-30 $59.71
2025 Q1 REDUCED 4,570 -3,731 -44.9% 0.20% $293K 2025-04-09 $70.06
2024 Q4 REDUCED 8,301 -476 -5.4% 0.38% $551K 2025-01-14 $65.60
2024 Q3 UNCHANGED 8,777 — 0% 0.37% $508K 2024-10-04 $71.34
2024 Q2 REDUCED 8,777 -2,249 -20.4% 0.37% $508K 2024-08-15 $63.68
2024 Q1 REDUCED 11,026 -31 -0.3% 0.36% $474K 2024-04-12 $49.15
2023 Q4 REDUCED 11,057 -666 -5.7% 0.42% $535K 2024-01-09 $41.07
2023 Q3 REDUCED 11,723 -433 -3.6% 0.38% $526K 2023-10-05 $47.44
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RYAN

As of 2025 Q4 — sorted by position size

GUARDIAN POINT CAPITAL, LP 3Y 7Y 7.99% Vulcan Value Partners, LLC 3Y 7Y 4.38% DUDLEY & SHANLEY, INC. 3Y 7Y 3.96% MONTRUSCO BOLTON INVESTMENTS INC. 3Y 7Y 2.72% 2Xideas AG 3Y 1.97% Zimmer Partners, LP 3Y 7Y 1.36% Champlain Investment Partners, LLC 3Y 7Y 1.34% WATERS PARKERSON & CO., LLC 3Y 7Y 1.31% Stephens Investment Management Group LLC 3Y 7Y 1.3% Pembroke Management, LTD 3Y 7Y 1.03%

FAQ About Wallace Advisory Group, LLC and RYAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wallace Advisory Group, LLC reported owning RYAN?

Wallace Advisory Group, LLC reported RYAN across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported RYAN position in Wallace Advisory Group, LLC's portfolio?

The largest reported portfolio weight for RYAN was 0.42% in 2023 Q4.

What is the latest reported RYAN position on this page?

The most recent filing on this page is 2025 Q3, when Wallace Advisory Group, LLC reported 3,485 shares, equal to 0.19% of portfolio, with an estimated market value of $237K.

What does the chart on this RYAN ownership page compare?

The chart compares Wallace Advisory Group, LLC's quarterly RYAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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