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 Q2	$27.4M	Sell	725,000 -150,000	-17%	-$5.09M	0.63%	42
2026 Q1	$29.5M	Sell	875,000 -125,000	-13%	-$5.34M	0.71%	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	0.44%	52
2025 Q2	$85.5M	Sell	1,258,123 -704,377	-36%	-$48.6M	1.86%	14
2025 Q1	$145M	Sell	1,962,500 -1,737,500	-47%	-$118M	2.73%	8
2024 Q4	$237M	Sell	3,700,000 -377,993	-9%	-$26.3M	4.09%	6
2024 Q3	$271M	Sell	4,077,993 -473,011	-10%	-$29.5M	4.94%	2
2024 Q2	$264M	Hold	4,551,004	–	–	4.86%	5
2024 Q1	$253M	Sell	4,551,004 -265,000	-6%	-$12.7M	5.4%	3
2023 Q4	$207M	Hold	4,816,004	–	–	7.59%	2
2023 Q3	$233M	Sell	4,816,004 -2	-0%	-$93	6.02%	3
2023 Q2	$216M	Sell	4,816,006 -183,994	-4%	-$7.75M	5.09%	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	4.41%	5
2022 Q2	$198M	Buy	5,041,000 +41,000	+0.8%	+$1.55M	4.11%	3
2022 Q1	$194M	Hold	5,000,000	–	–	2.78%	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	3.22%	6

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

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Zimmer Partners's RYAN Position: Q2 2026 in Review

Zimmer Partners reduced its Ryan Specialty Holdings (RYAN) stake by 17% in Q2 2026, selling an estimated $5.09M and leaving 725,000 shares worth $27.4M. The position accounts for 0.63% of the portfolio, ranked #42.

Zimmer Partners first reported a position in RYAN in Q3 2021 and has held it in 20 quarters since. The position peaked at $271M in Q3 2024. 366 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

Zimmer Partners held 725,000 shares of Ryan Specialty Holdings worth $27.4M as of Q2 2026.
Zimmer Partners sold 150,000 Ryan Specialty Holdings shares in Q2 2026, an estimated $5.09M.
Ryan Specialty Holdings made up 0.63% of Zimmer Partners's portfolio in Q2 2026, its #42 holding.
Zimmer Partners first reported a position in Ryan Specialty Holdings in Q3 2021 and has held it in 20 quarters since.
Zimmer Partners's Ryan Specialty Holdings position peaked at $271M in Q3 2024.
366 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.