Polar Capital Holdings’s Ryan Specialty Holdings RYAN Stock Holding History

Polar Capital Holdings’s Portfolio RYAN Stock Details RYAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$111M	Buy	2,940,000 +490,000	+20%	+$16.6M	0.26%	77
2026 Q1	$82.7M	Buy	2,450,000 +670,000	+38%	+$28.6M	0.29%	73
2025 Q4	$91.9M	Buy	1,780,000 +92,500	+5%	+$5.07M	0.36%	73
2025 Q3	$95.1M	Buy	1,687,500 +172,500	+11%	+$10.2M	0.46%	63
2025 Q2	$103M	Hold	1,515,000	–	–	0.54%	51
2025 Q1	$112M	Hold	1,515,000	–	–	0.68%	43
2024 Q4	$97.2M	Hold	1,515,000	–	–	0.54%	55
2024 Q3	$101M	Hold	1,515,000	–	–	0.48%	47
2024 Q2	$87.7M	Hold	1,515,000	–	–	0.52%	54
2024 Q1	$84.1M	Buy	1,515,000 +227,500	+18%	+$10.9M	0.44%	59
2023 Q4	$55.4M	Hold	1,287,500	–	–	0.34%	85
2023 Q3	$62.3M	Sell	1,287,500 -37,500	-3%	-$1.74M	0.46%	62
2023 Q2	$59.5M	Hold	1,325,000	–	–	0.3%	80
2023 Q1	$53.3M	Sell	1,325,000 -50,000	-4%	-$2.06M	0.35%	79
2022 Q4	$57.1M	Buy	1,375,000 +225,000	+20%	+$9.2M	0.45%	71
2022 Q3	$46.7M	Hold	1,150,000	–	–	0.3%	78
2022 Q2	$45.1M	Buy	1,150,000 +526,000	+84%	+$19.9M	0.26%	83
2022 Q1	$24.2M	Buy	624,000 +189,000	+43%	+$7.18M	0.11%	153
2021 Q4	$17.6M	Buy	435,000 +35,000	+9%	+$1.33M	0.07%	183
2021 Q3	$13.5M	Buy	+400,000	New	+$12.6M	0.06%	200

Other funds holding RYAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Polar Capital Holdings's RYAN Position: Q2 2026 in Review

Polar Capital Holdings increased its Ryan Specialty Holdings (RYAN) stake by 20% in Q2 2026, buying an estimated $16.6M and bringing the position to 2,940,000 shares worth $111M. The position accounts for 0.26% of the portfolio, ranked #77.

Polar Capital Holdings first reported a position in RYAN in Q3 2021 and has held it in 20 quarters since. The position peaked at $112M in Q1 2025. 368 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

Polar Capital Holdings held 2,940,000 shares of Ryan Specialty Holdings worth $111M as of Q2 2026.
Polar Capital Holdings bought 490,000 Ryan Specialty Holdings shares in Q2 2026, an estimated $16.6M.
Ryan Specialty Holdings made up 0.26% of Polar Capital Holdings's portfolio in Q2 2026, its #77 holding.
Polar Capital Holdings first reported a position in Ryan Specialty Holdings in Q3 2021 and has held it in 20 quarters since.
Polar Capital Holdings's Ryan Specialty Holdings position peaked at $112M in Q1 2025.
368 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.