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RYAN position history

The shares of Ryan Specialty (RYAN) that Vulcan Value Partners, LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q3: 631,577 shares, $36M, 0.65% of portfolio, New
  2. 2025 Q4: 4,621,079 shares, $239M, 4.4% of portfolio, Add +631.7%
  3. 2026 Q1: 6,595,335 shares, $223M, 5.9% of portfolio, Add +42.7%
  4. 2026 Q2: 7,912,669 shares, $299M, 9.1% of portfolio, Add +20.0%
Holdings date Value % of holdings Shares Filing date All 13F holders