Zimmer Partners’s Ryan Specialty Holdings RYAN Stock Holding History

Zimmer 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 Q1	$29.5M	Sell	875,000 -125,000	-13%	-$5.34M	0.72%	33
2025 Q4	$51.6M	Buy	1,000,000 +640,000	+178%	+$35.1M	1.36%	23
2025 Q3	$20.3M	Sell	360,000 -898,123	-71%	-$53.2M	0.5%	52
2025 Q2	$85.5M	Sell	1,258,123 -704,377	-36%	-$48.6M	1.96%	14
2025 Q1	$145M	Sell	1,962,500 -1,737,500	-47%	-$118M	2.94%	8
2024 Q4	$237M	Sell	3,700,000 -377,993	-9%	-$26.3M	4.12%	6
2024 Q3	$271M	Sell	4,077,993 -473,011	-10%	-$29.5M	5.07%	2
2024 Q2	$264M	Hold	4,551,004	–	–	5.02%	5
2024 Q1	$253M	Sell	4,551,004 -265,000	-6%	-$12.7M	5.49%	3
2023 Q4	$207M	Hold	4,816,004	–	–	7.59%	2
2023 Q3	$233M	Sell	4,816,004 -2	-0%	-$93	6.15%	3
2023 Q2	$216M	Sell	4,816,006 -183,994	-4%	-$7.75M	5.4%	2
2023 Q1	$201M	Hold	5,000,000	–	–	4.13%	5
2022 Q4	$208M	Hold	5,000,000	–	–	4.17%	6
2022 Q3	$203M	Sell	5,000,000 -41,000	-0.8%	-$1.73M	4.51%	5
2022 Q2	$198M	Buy	5,041,000 +41,000	+0.8%	+$1.55M	4.23%	3
2022 Q1	$194M	Hold	5,000,000	–	–	2.81%	5
2021 Q4	$202M	Sell	5,000,000 -1,036,501	-17%	-$39.3M	3.01%	10
2021 Q3	$204M	Buy	+6,036,501	New	+$190M	3.24%	6

Other funds holding RYAN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return