SCHEDULE: Vulcan Value Partners Acquires 6.1% Stake in Ryan Specialty

Vulcan Value Partners, LLC has disclosed a beneficial ownership of 6.1% of Ryan Specialty Holdings, Inc.'s common stock as of June 30, 2026.

Summary

• Vulcan Value Partners, LLC, an investment adviser, has filed a Schedule 13G, indicating a significant ownership stake in Ryan Specialty Holdings, Inc.
• The filing reports beneficial ownership of 7,912,669 shares of common stock, representing 6.11% of the class.
• These securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.
• The filing is an amendment (Amendment No. 1) to a previous filing, with the event date requiring this statement being June 30, 2026.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this filing as neutral to slightly positive, indicating a significant but not overwhelming stake acquisition by an investment manager. The lack of specific forward-looking statements or performance data keeps the sentiment from being more strongly positive.

Positives

• Vulcan Value Partners, LLC, a registered investment adviser, has taken a notable position in Ryan Specialty Holdings, Inc., suggesting confidence in the company's prospects from a professional investor.
• The ownership stake of 6.11% is substantial and indicates a significant investment.

Negatives

• The filing is a Schedule 13G, which is an informational filing and does not inherently contain negative performance data or strategic concerns.
• No specific financial performance metrics or forward-looking guidance are provided within this disclosure.

Risks

• The filing does not explicitly mention any risks associated with Ryan Specialty Holdings, Inc. itself, as it is a disclosure of ownership.
• Potential risks for Vulcan Value Partners, LLC could include market volatility affecting the value of their investment in Ryan Specialty Holdings, Inc.

Future Outlook

This filing is a disclosure of ownership and does not contain forward-looking statements or guidance regarding Ryan Specialty Holdings, Inc.'s future performance.

Management Comments

• "All of the securities covered by this report are owned legally by Vulcan Value Partners, LLC's investment advisory clients and none are owned directly or indirectly by Vulcan Value Partners, LLC."
• "As permitted by Rule 13d-4, the filing of this statement should not be construed as an admission that Vulcan Value Partners, LLC is the beneficial owner of any of the securities covered by this statement."
• "Various persons, including the investment companies and owners of the separate accounts to which Vulcan Value Partners, LLC serves as investment adviser, have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sell of, the securities that are the subject of this schedule."
• "Except as may be otherwise indicated if this is a joint filing, not more that 5% of the class of securities that is the subject of this schedule is owned by any one client advised by Vulcan."
• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."

Industry Context

StockSavvy.ai notes that significant stake acquisitions by investment managers, as indicated by this Schedule 13G filing, are common in the insurance brokerage sector. Such filings often signal a belief in the company's stability or growth potential by institutional investors.

Stakeholder Impact

• Shareholders: The acquisition of a significant stake by a professional investment manager may be viewed positively, potentially indicating confidence in the company's future performance and stability.
• Management: The increased institutional ownership might lead to closer scrutiny of company performance and strategic decisions.
• Creditors: A stable or increasing institutional investor base can be seen as a positive indicator of financial health.

Next Steps

• Vulcan Value Partners, LLC will continue to hold its investment in Ryan Specialty Holdings, Inc. in the ordinary course of business.
• Further filings may be required if Vulcan Value Partners, LLC's ownership stake changes significantly.

Key Dates

Keywords

Ryan Specialty Holdings, Vulcan Value Partners, Schedule 13G, Beneficial Ownership, Investment Adviser, Common Stock, Ownership Stake