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RYAN SPECIALTY HOLDINGS INC RYAN

Ryan Specialty Holdings, Inc. operates as a service provider of specialty products and solutions for insurance brokers, agents, and carriers in the United States, Canada, the United Kingdom, rest of Europe, India, Singapore, and internationally. The company offers distribution, underwriting, product development, administration, and risk management services by acting as a wholesale broker and a managing underwriter or a program administrator with delegated authority from insurance carriers.

Sources StockAnalysis company profile stockanalysis.com

Company profile

Business mix

  • The company offers distribution, underwriting, product development, administration, and risk management services by acting as a wholesale broker and a managing underwriter or a program administrator with delegated authority from insurance carriers.
  • It serves commercial, industrial, institutional, individual, and government sectors. The company was founded in 2010 and is headquartered in Chicago, Illinois.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in insurance - specialty?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Vulcan Value Partners C.T. Fitzpatrick 5.9% $222.5M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $222.5M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +6,595,335 / 0
Vulcan Value Partners C.T. Fitzpatrick 3 filing periods
13F 2025-09-30 Filed 2025-11-10
New Shares - 13F value change +$35.6M
13F 2025-12-31 Filed 2026-02-09
Major increase Shares 631.7% 13F value change +$202.9M
13F 2026-03-31 Filed 2026-05-11
Major increase Shares 42.7% 13F value change -$16.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 0 Last 4 periods +6,595,335 (New) Total shares 6,595,335 Value $222.5M
Viking Global Investors Andreas Halvorsen 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$70.6M
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 47.8% 13F value change +$25.4M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 37.0% 13F value change +$13.0M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$109.1M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.