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Vulcan Value Partners’s Ryan Specialty Holdings RYAN Stock Holding History

Vulcan Value Partners’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 		$299M Buy
7,912,669
+1,317,334
+20% +$44.7M 9.09% 3
2026
Q1 		$223M Buy
6,595,335
+1,974,256
+43% +$84.3M 5.9% 5
2025
Q4 		$239M Buy
4,621,079
+3,989,502
+632% +$219M 4.3% 12
2025
Q3 		$35.6M Buy
+631,577
New +$37.4M 0.65% 25

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vulcan Value Partners's RYAN Position: Q2 2026 in Review

Vulcan Value Partners increased its Ryan Specialty Holdings (RYAN) stake by 20% in Q2 2026, buying an estimated $44.7M and bringing the position to 7,912,669 shares worth $299M. The position accounts for 9.09% of the portfolio, ranked #3.

Vulcan Value Partners first reported a position in RYAN in Q3 2025 and has held it in 4 quarters since. 366 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Vulcan Value Partners held 7,912,669 shares of Ryan Specialty Holdings worth $299M as of Q2 2026.
  • Vulcan Value Partners bought 1,317,334 Ryan Specialty Holdings shares in Q2 2026, an estimated $44.7M.
  • Ryan Specialty Holdings made up 9.09% of Vulcan Value Partners's portfolio in Q2 2026, its #3 holding.
  • Vulcan Value Partners first reported a position in Ryan Specialty Holdings in Q3 2025 and has held it in 4 quarters since.
  • 366 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Vulcan Value Partners's 13F filing for Q2 2026, filed 10 Aug 2026.