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RYAN Ryan Specialty Holdings

Financials, filed as Ryan Specialty Holdings (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2

  • 2 Owners
  • Max 9.1%
  • $302M
  • 2 add

In 2026 Q2 Vulcan Value Partners and Torray Investment Partners added to Ryan Specialty.

Who owns this now

Largest portfolio weights among holders, up to 9.1% (Vulcan Value Partners). Not free-float ownership.

  1. Vulcan Value Partners Add 9.1%
  2. Torray Investment Partners Add 0.40%

Who owns RYAN

Sorted by value, long equity only, as of 2026 Q2.

History
Vulcan Value Partners 9.1%, was 5.9% Add +20.0% 7,912,669 $299M History
Torray Investment Partners 0.40%, was 0.34% Add +14.5% 77,911 $2.9M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by RYAN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All RYAN insider trades
  • $5.6M bought by 6 insiders
  • $235M sold by 4 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Brendan Martin Mulshine Co-President and CRO
    Sale
    $1.6M 40,000 shares at $40.51 35% of stake
    Traded Sep 8 Filed Sep 9
    ↗
  2. Michael Conklin EVP & CHRO
    Sale
    $86K 2,043 shares at $42.26 20% of stake
    Traded Aug 13 Filed Aug 14
    ↗
  3. Anthony J Kuczinski Director
    Buy
    $105K 3,000 shares at $34.99 +30% to stake
    Traded Jun 11–12 Filed Jun 15
    ↗
  4. John W Rogers Jr. Director
    Buy
    $264K 7,500 shares at $35.16 +6.8% to stake
    Traded Jun 10 Filed Jun 11
    ↗
  5. Patrick G Ryan Chair
    Buy
    $3.9M 120,000 shares at $32.50 +0.9% to stake
    Traded Jun 5 Filed Jun 8
    ↗
  6. Janice M Hamilton CFO
    Buy
    $200K 6,300 shares at $31.79 +76% to stake
    Traded Jun 3 Filed Jun 4
    ↗
  7. Mark Stephen Katz EVP & General Counsel
    Buy
    $100K 3,215 shares at $31.07 +288% to stake
    Traded Jun 3 Filed Jun 4
    ↗
  8. Patrick G Ryan Jr. Director
    Buy
    $1M 25,865 shares at $39.98
    Traded Feb 20–23 Filed Feb 24
    ↗
  9. Timothy William Turner CEO
    Sale
    $6.9M 129,570 shares at $53.61 91% of stake
    Traded Dec 12, 2025 Filed Dec 15, 2025
    ↗
  10. Onex Corp. Director, +4 joint filers
    Sale
    $226M 4,145,621 shares at $54.50 100% of stake
    Traded Dec 5, 2025 Filed Dec 5, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 10 stock grants, 6 gifts, 3 option exercises, 2 conversions, 2 share withholdings for taxes, and 2 other transactions.

SEC filings

Recent issuer filings from EDGAR, 10 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 1.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 7.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 1.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue — $2.46B $2.99B
Net income $61.04M $94.66M $63.4M
Net margin * — 3.9% 2.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.34B $4.79B $5.06B
Total non-current assets $2.91B $4.86B $5.5B
Total assets $7.25B $9.65B $10.56B
Total current liabilities $3.74B $4.55B $5.19B
Total non-current liabilities $2.52B $4B $4.12B
Total equity $559.75M $627.66M $648.07M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $477.2M $514.87M $643.67M
Cash from investing -$0.476B -$1.76B -$0.834B
Cash from financing -$0.013B $1.17B $0.078B
Net change in cash -$11.05M -$75.53M -$96.34M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.