What smart money is saying about Ryan Specialty Holdings, Inc.
1 fund in our archive has pitched Ryan Specialty Holdings, Inc. — most recently Vulcan Value Partners in December 2025.
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 is headquartered in Chicago, Illinois.
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Position history
Between Q4 2025 and Q2 2026, 4 fund letters reported a position in Ryan Specialty Holdings, Inc. — 2 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 1 | 2 | 0 |
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions · 4 moves
- June 2026
“On the sell side, we exited specialty insurance distributor Ryan Specialty due to softer insurance conditions, margin pressure and AI- related uncertainty; Silicon Laboratories following its proposed acquisition by Texas Instruments; cosmetics and skin care maker e.l.f. Beauty as execution and innovation concerns weakened the thesis; and medical device company Penumbra following its announced acquisition by Boston Scientific.”
Ryan Specialty Holdings, Inc. - June 2026
“We exited positions in Becton Dickinson and UCB in the health care sector, Webster Financial, MGIC Investment and Ryan Specialty Holdings in the financials sector, American Homes 4 Rent in the real estate sector and TFI International in the industrials sector.”
Ryan Specialty Holdings, Inc. - June 2026
“We added to our position in Ryan early in the quarter when its price to value ratio was more attractive.”
Ryan Specialty Holdings, Inc. - March 2026
“We have been buying RYAN.”
Ryan Specialty Holdings, Inc.
Fund coverage · 1 thesis
- Vulcan Value PartnersDecember 2025
Ryan Specialty Holdings, Inc. is a leading E&S insurance broker with stable margins and robust free cash flow in a structurally growing market, currently trading below intrinsic value due to temporary pricing headwinds.
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