Form 13-F position report

RYAN SPECIALTY HOLDINGS INC

Reported by PRINCIPAL FINANCIAL GROUP INC

Company profile Manager portfolio Source filing
RYAN CUSIP 78351F107 Manager CIK 0001126328
Latest reported change

Reported 4,411,837 shares, up 37,339 (0.9%) from the prior quarter.

Reported value -34.1%; share count 0.9% vs. the prior quarter.

Added
% of reported 13F value 0.08% This manager · Q1 2026
Shares 4,411,837 Quarter-end amount reported
Reported value $148,856,483 Fair value at quarter end
Consecutive quarters held 16 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

17 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 332,675 -4,079,162 (-92.5%) < 0.01% $12,561,854 2026-08-04
Q1 2026 Added 4,411,837 +37,339 (0.9%) 0.08% $148,856,483 2026-05-04
Q4 2025 Reduced 4,374,498 -18,219 (-0.4%) 0.12% $225,857,362 2026-02-02
Q3 2025 Added 4,392,717 +765,428 (21.1%) 0.12% $247,575,583 2025-11-04
Q2 2025 Added 3,627,289 +575,933 (18.9%) 0.13% $246,621,803 2025-08-08
Q1 2025 Added 3,051,356 +1,218,147 (66.4%) 0.13% $225,403,735 2025-04-28
Q4 2024 Added 1,833,209 +981,505 (115.2%) 0.06% $117,618,729 2025-01-31
Q3 2024 Added 851,704 +509,548 (148.9%) 0.03% $56,544,627 2024-10-31
Q2 2024 Added 342,156 +332,543 (3459.3%) 0.01% $19,814,255 2024-07-29
Q1 2024 Reduced 9,613 -490 (-4.9%) < 0.01% $533,522 2024-04-29
Q4 2023 Reduced 10,103 -52,529 (-83.9%) < 0.01% $434,631 2024-02-07
Q3 2023 Added 62,632 +51,548 (465.1%) < 0.01% $3,031,390 2023-11-02
Q2 2023 Added 11,084 +2,341 (26.8%) < 0.01% $497,561 2023-08-07
Q1 2023 Reduced 8,743 -1,687 (-16.2%) < 0.01% $351,818 2023-05-09
Q4 2022 Added 10,430 +953 (10.1%) < 0.01% $432,949 2023-02-09
Q3 2022 Reduced 9,477 -1,736 (-15.5%) < 0.01% $385,000 2022-11-09
Q2 2022 New 11,213 +11,213 (0.0%) < 0.01% $439,000 2022-08-10
Institutional context

Who else reported the position

456 managers reported RYAN SPECIALTY HOLDINGS INC for Q1 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 10,869,825 +347,814 < 0.01% $366,747,895 7 qtrs
T Rowe Price Investment Management Inc Reduced 7,103,226 -448,776 0.17% $239,663,000 15 qtrs
Vulcan Value Partners LLC Added 6,595,335 +1,974,256 5.9% $222,526,615 3 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC New 5,342,267 +5,342,267 < 0.01% $180,248,089 1 qtr
VANGUARD CAPITAL MANAGEMENT LLC New 5,200,792 +5,200,792 < 0.01% $175,474,722 1 qtr
PRINCIPAL FINANCIAL GROUP INC This report Added 4,411,837 +37,339 0.08% $148,856,483 16 qtrs
MONTRUSCO BOLTON INVESTMENTS INC Reduced 4,022,506 -320,610 2.0% $132,090,837 4 qtrs
STATE STREET CORPORATION Added 3,633,336 +166,982 < 0.01% $122,588,757 19 qtrs
Neuberger Berman Group LLC Added 3,105,544 +2,241,285 0.08% $104,781,039 19 qtrs
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Added 3,005,452 +289,349 0.3% $101,403,951 19 qtrs
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Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 04, 2026
Filing type
13F-HR
Position type
CL A

Voting authority reported

Sole
4,411,837
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.