A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ryan Specialty Holdings, Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 29,525 shares of RYAN stock, worth $1.95 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
29,525
Previous 29,827 1.01%
Holding current value
$1.95 Million
Previous $1.66 Million 3.26%
% of portfolio
0.97%
Previous 0.92%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$48.94 - $60.68 $14,779 - $18,325
-302 Reduced 1.01%
29,525 $1.71 Million
Q1 2024

May 10, 2024

BUY
$42.0 - $55.99 $84 - $111
2 Added 0.01%
29,827 $1.66 Million
Q4 2023

Feb 09, 2024

SELL
$41.85 - $49.09 $16,740 - $19,636
-400 Reduced 1.32%
29,825 $1.28 Million
Q3 2023

Nov 09, 2023

SELL
$43.18 - $49.38 $8,636 - $9,876
-200 Reduced 0.66%
30,225 $1.46 Million
Q2 2023

Aug 10, 2023

SELL
$39.94 - $44.89 $75,886 - $85,291
-1,900 Reduced 5.88%
30,425 $1.37 Million
Q1 2023

May 11, 2023

SELL
$35.64 - $43.88 $60,588 - $74,596
-1,700 Reduced 5.0%
32,325 $1.3 Million
Q4 2022

Feb 14, 2023

SELL
$32.3 - $45.43 $87,209 - $122,661
-2,700 Reduced 7.35%
34,025 $1.41 Million
Q3 2022

Nov 08, 2022

BUY
$38.62 - $46.25 $184,410 - $220,843
4,775 Added 14.95%
36,725 $1.49 Million
Q2 2022

Aug 11, 2022

SELL
$34.08 - $41.42 $54,528 - $66,272
-1,600 Reduced 4.77%
31,950 $1.25 Million
Q1 2022

May 12, 2022

SELL
$34.39 - $41.06 $17,195 - $20,530
-500 Reduced 1.47%
33,550 $1.3 Million
Q3 2021

Nov 10, 2021

BUY
$27.5 - $35.0 $936,375 - $1.19 Million
34,050 New
34,050 $1.15 Million

Others Institutions Holding RYAN

About RYAN SPECIALTY HOLDINGS, INC.


  • Ticker RYAN
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Specialty
  • Shares Outstandng 111,715,000
  • Market Cap $7.37B
  • Description
  • Ryan Specialty Group Holdings, Inc. operates as a service provider of specialty products and solutions for insurance brokers, agents, and carriers. It offers distribution, underwriting, product development, administration, and risk management services by acting as a wholesale broker and a managing underwriter. The company was founded in 2010 and...
More about RYAN
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