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The company

Ryan Specialty Holdings, Inc.

RYAN · NYSE

FinancialsInsuranceJust started moving

RYAN stood above a rising 150-day average in 1 of the last 52 weekly readings, including each of the last 1 week. It is 12.2% above that average now. Insurance: 53% of its 118 stocks in an uptrend (+5 points in four weeks); Financials: 49% (−4 points in four weeks).

Statistics

Rotation
Just started moving
Weeks in an uptrend
1 in a row
Industry in uptrend
53% +5 in 4 wk
Insider buys, 12 months
$11.2M
Insider sales, 12 months
$236.3M
Officials’ trades on record
9
Institutions holding
331 (-4)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 1 of 52 weeks.

22 Apr – 21 Oct
24%43%63%Apr 26Jun 26Jul 26Sep 26Oct 26

Insurance: About half its stocks are in an uptrend and the share has been climbing. Financials: About half its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$224.0M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

9 disclosed lines: House 0, Senate 0, executive 9; 1 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k22 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k26 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k18 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k17 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k23 Feb 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k12 Feb 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k12 Feb 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k21 Jan 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k12 Jan 2026filed 14 May 2026

Insiders

Buy orders, 12 months8
Sale orders, 12 months4
Buyers · sellers6 · 4
WhoDidSharesTraded
Brendan Martin MulshineCo-President and CROsold40,000at $40.518 Sep 2026filed 9 Sep 2026
Michael ConklinEVP & CHROsold2,043at $42.2613 Aug 2026filed 14 Aug 2026
Anthony J. KuczinskiDirectorbought500at $35.7712 Jun 2026filed 15 Jun 2026
Anthony J. KuczinskiDirectorbought2,500at $34.8311 Jun 2026filed 15 Jun 2026
John W. Rogers, Jr.Directorbought7,500at $35.1610 Jun 2026filed 11 Jun 2026
Patrick G. RyanExecutive Chairmanbought120,000at $32.505 Jun 2026filed 8 Jun 2026
Mark Stephen KatzEVP & General Counselbought3,215at $31.073 Jun 2026filed 4 Jun 2026
Janice M. HamiltonChief Financial Officerbought6,300at $31.793 Jun 2026filed 4 Jun 2026
Patrick G. Ryan, Jr.Directorbought24,000at $39.9423 Feb 2026filed 24 Feb 2026
Patrick G. Ryan, Jr.Directorbought1,500at $40.2023 Feb 2026filed 24 Feb 2026
Patrick G. Ryan, Jr.Directorbought365at $41.4120 Feb 2026filed 24 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders331-4 on the quarter
New · exited76 · 79
Reported value$4.1B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.reduced · filed 7 Aug 202610,494,326$396.3M-375,499−3.5%
Vulcan Value Partners, LLCadded · filed 10 Aug 20267,912,669$298.8M+1,317,334+20.0%
Orbis Allan Gray Ltdnew · filed 14 Aug 20266,307,845$238.2M+6,307,845
NEUBERGER BERMAN GROUP LLCadded · filed 13 Aug 20265,572,840$210.5M+2,467,296+79.4%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20265,266,873$198.9M-75,394−1.4%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20265,218,054$197.0M+17,262+0.3%
FMR LLCadded · filed 13 Aug 20265,130,211$193.7M+4,803,478+1470.2%
STATE STREET CORPadded · filed 7 Aug 20263,706,058$139.9M+72,722+2.0%
Polar Capital Holdings Plcadded · filed 14 Aug 20262,940,000$111.0M+490,000+20.0%
BANK OF MONTREALadded · filed 12 Aug 20262,767,113$104.5M+479,238+20.9%
31 Mar 2023 – 30 Jun 2026
172257341Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Brendan Martin Mulshine Company insiderCo-President and CRO · last 8 Sep 20260 · 8
Nicholas Dominic Cortezi Company insiderDirector · last 14 Aug 20260 · 79
Michael Conklin Company insiderEVP & CHRO · last 13 Aug 20261 · 1
Henry S. Bienen Company insiderDirector · last 10 Aug 20260 · 0
Patrick G. Ryan Company insiderExecutive Chairman · last 4 Aug 202610 · 0
Stephen Patrick Keogh Company insiderCo-President and COO · last 4 Aug 20260 · 0
Janice M. Hamilton Company insiderChief Financial Officer · last 22 Jul 20261 · 0
Anthony J. Kuczinski Company insiderDirector · last 12 Jun 20263 · 0
John W. Rogers Jr. Company insiderDirector · last 10 Jun 20262 · 0
Mark Stephen Katz Company insiderEVP & General Counsel · last 3 Jun 20263 · 4
Donald J. Trump Executive branchWhite House Office · last 22 May 20265 · 4
Benjamin MIles Wuller Company insiderCEO RSUM · last 5 May 20260 · 0

Same industry

ARX AccelerantLeading+26%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 202516.2%
Free cash flow marginFY 2025 · to 31 Dec 202521.0%
Return on capital employedFY 2025 · to 31 Dec 20259.2%
Cash conversionFY 2024 · to 31 Dec 2024544%
Debt to equityFY 2025 · to 31 Dec 20255.26×
Cash and equivalentsFY 2025 · to 31 Dec 2025$158.3M
Free cash flowFY 2025 · to 31 Dec 2025$640.7M

Analyst forecasts

No analyst forecasts yet.