RYAN SPECIALTY HOLDINGS INC · CUSIP 78351F107 · CIK 1565854
As of 2026-06-30, Zimmer Partners, LP reported 725.00K RYAN (shares), valued at $27.38M, or 0.65% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 17.14%; reported value decreased 7.27%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.65% | 725,000 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 0.72% | 875,000 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 1.36% | 1,000,000 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 0.50% | 360,000 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.96% | 1,258,123 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 2.94% | 1,962,500 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 4.12% | 3,700,000 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 5.07% | 4,077,993 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 5.02% | 4,551,004 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 5.49% | 4,551,004 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 7.59% | 4,816,004 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 6.15% | 4,816,004 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.15% | 4,816,004 | $233.09M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 7.59% | 4,816,004 | $207.18M | Shares unchanged; reported value decreased 11.12%, and weight changed +1.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 5.49% | 4,551,004 | $252.58M | Shares decreased 5.50%; reported value increased 21.91%, and weight changed -2.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 5.02% | 4,551,004 | $263.55M | Shares unchanged; reported value increased 4.34%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 5.07% | 4,077,993 | $270.74M | Shares decreased 10.39%; reported value increased 2.73%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 4.12% | 3,700,000 | $237.39M | Shares decreased 9.27%; reported value decreased 12.32%, and weight changed -0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 2.94% | 1,962,500 | $144.97M | Shares decreased 46.96%; reported value decreased 38.93%, and weight changed -1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 1.96% | 1,258,123 | $85.54M | Shares decreased 35.89%; reported value decreased 40.99%, and weight changed -0.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 0.50% | 360,000 | $20.29M | Shares decreased 71.39%; reported value decreased 76.28%, and weight changed -1.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 1.36% | 1,000,000 | $51.63M | Shares increased 177.78%; reported value increased 154.47%, and weight changed +0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 0.72% | 875,000 | $29.52M | Shares decreased 12.50%; reported value decreased 42.82%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.65% | 725,000 | $27.38M | Shares decreased 17.14%; reported value decreased 7.27%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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