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.
Fund activity · 2 positions · 2 moves
- ExitedClearBridge Investments SMID Cap Growth StrategyJune 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.”
Read the letterRyan Specialty Holdings, Inc. - ExitedClearBridge Investments Value StrategyJune 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.”
Read the letterRyan 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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