Number of Shares
1.84 Mil
Current Holdings Value*
$135.90 Mil
% of Portfolio
6.32%
Total Estimate Gain
$235.33 Mil
% of Total Estimate Gain
73.21%

Virtus KAR Small-Cap Growth Fund's Ryan Specialty Holdings Inc Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 1.84 Mil shares of Ryan Specialty Holdings Inc(RYAN), totaling $135.90 Mil. This investment constitutes 6.32% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 1.45% of the outstanding Ryan Specialty Holdings Inc(RYAN) stock.

The initial trade took place in 2021Q3. And since then Virtus KAR Small-Cap Growth Fund has made 1 purchases of RYAN, at an average price of $31.59, for a total of 10.18 Mil shares. In addition, there have been 11 sales at an average price of $52.69 for 8.34 Mil shares. Based on historical transaction data and RYAN's current price of $63.89, Virtus KAR Small-Cap Growth Fund's estimated gain on his RYAN holdings is $235.33 Mil, reflecting a 73.21% gain to date.

Virtus KAR Small-Cap Growth Fund RYAN ($63.89) Holding Chart

Virtus KAR Small-Cap Growth Fund RYAN ($63.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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