Ryan Specialty Holdings, Inc.
US ˙ NYSE ˙ US78351F1075

SecurityRYAN / Ryan Specialty Holdings, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership2,278,859 shares
Latest Disclosed Value $ 76,888,831
Morgan Stanley reports 19.77% decrease in ownership of RYAN / Ryan Specialty Holdings, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 2,278,859 shares of Ryan Specialty Holdings, Inc. (US:RYAN) valued at $76,888,703 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 2,840,310 shares of Ryan Specialty Holdings, Inc.. This represents a change in shares of -19.77% during the quarter. The current value of the position is $70,325,589 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 2,278,859 -561,451 -19.77 76,889 -47.57 0.0046
2026-05-27 2025-12-31 13F/A-1 RYAN SPECIALTY HOLDINGS CL A 78351F107 2,840,310 92,593 3.37 146,645 -5.31 0.0088
2026-02-13 2025-12-31 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 2,840,310 92,593 146,645 0.0088
2026-05-27 2025-09-30 13F/A-1 RYAN SPECIALTY HOLDINGS CL A 78351F107 2,747,717 313,616 12.88 154,861 -6.43 0.0094
2025-11-14 2025-09-30 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 2,747,717 313,616 154,861 0.0094
2025-08-15 2025-06-30 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 2,434,101 275,874 12.78 165,495 3.80 0.0108
2025-05-15 2025-03-31 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 2,158,227 828,722 62.33 159,428 86.90 0.0114
2025-05-15 2024-12-31 13F/A-1 RYAN SPECIALTY HOLDINGS CL A 78351F107 1,329,505 -66,845 -4.79 85,301 -7.98 0.0060
2025-02-14 2024-12-31 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 1,329,505 -66,845 85,301 0.0060
2025-05-14 2024-09-30 13F/A-2 RYAN SPECIALTY HOLDINGS CL A 78351F107 1,396,350 377,422 37.04 92,704 57.11 0.0067
2025-02-14 2024-09-30 13F/A-1 RYAN SPECIALTY HOLDINGS CL A 78351F107 1,396,350 377,422 92,704 0.0067
2024-11-14 2024-09-30 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 1,396,350 377,422 92,704 0.0008
2025-05-14 2024-06-30 13F/A-2 RYAN SPECIALTY HOLDINGS CL A 78351F107 1,018,928 90,430 9.74 59,006 14.51 0.0046
2024-10-17 2024-06-30 13F/A-1 RYAN SPECIALTY HOLDINGS CL A 78351F107 1,018,928 90,430 59,006 0.0046
2024-08-14 2024-06-30 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 1,018,928 90,430 59,006 0.0046
2024-10-17 2024-03-31 13F/A-2 RYAN SPECIALTY HOLDINGS CL A 78351F107 928,498 76,324 8.96 51,532 40.56 0.0041
2024-08-16 2024-03-31 13F/A-1 RYAN SPECIALTY HOLDINGS CL A 78351F107 928,498 76,324 51,532 0.0005
2024-05-15 2024-03-31 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 928,498 76,324 51,532 0.0041
2024-08-16 2023-12-31 13F/A-1 RYAN SPECIALTY HOLDINGS CL A 78351F107 852,174 -1,253,557 -59.53 36,661 -64.03 0.0032
2024-02-13 2023-12-31 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 852,174 -1,253,557 36,661 0.0032
2023-11-15 2023-09-30 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 2,105,731 200,695 10.53 101,917 19.18 0.0104
2023-08-14 2023-06-30 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 1,905,036 -244,338 -11.37 85,517 -1.12 0.0084
2023-05-15 2023-03-31 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 2,149,374 -318,273 -12.90 86,491 -15.56 0.0093
2023-02-14 2022-12-31 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 2,467,647 2,066,855 515.69 102,432 529.19 0.0116
2022-11-14 2022-09-30 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 400,792 276,618 222.77 16,280 234.57 0.0022
2022-10-27 2022-06-30 13F/A-1 RYAN SPECIALTY HOLDINGS CL A 78351F107 124,174 26,231 26.78 4,866 28.09 0.0006
2022-08-15 2022-06-30 13F RYAN SPECIALTY HOLDINGS CL A 78351F107 124,174 26,231 4,866 0.0001
2022-10-27 2022-03-31 13F/A-1 RYAN SPECIALTY GROUP HLDGS I CL A 78351F107 97,943 -51,010 -34.25 3,799 -36.79 0.0005
2022-05-13 2022-03-31 13F RYAN SPECIALTY GROUP HLDGS I CL A 78351F107 97,943 -51,010 3,799 0.0005
2022-02-14 2021-12-31 13F RYAN SPECIALTY GROUP HLDGS I CL A 78351F107 148,953 100,571 207.87 6,010 266.69 0.0007
2021-11-15 2021-09-30 13F RYAN SPECIALTY GROUP HLDGS I CL A 78351F107 48,382 48,382 1,639 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.