Montrusco Bolton Investments 13F: Cuts RYAN Stake by $25M

Montrusco Bolton Investments has cut its stake in Ryan Specialty Holdings, Inc. (NYSE:RYAN) by nearly 25%. According to its latest Form 13F filing with the SEC, the firm sold 672,046 shares, reducing its holdings to 2,016,985 shares valued at about $74.6 million as of the reporting period.

What Changed in Montrusco Bolton's Ryan Specialty Holdings Position

Montrusco Bolton trimmed its position in Ryan Specialty Holdings by 24.99%, moving from 2,689,031 shares to 2,016,985 shares. This reduction reflects a decrease of 672,046 shares, with the remaining stake valued at $74.6 million.

Ryan Specialty Holdings, Inc. Stock Down 0.2%

Shares of Ryan Specialty Holdings are traded on the NYSE under the ticker RYAN. The company has a market capitalization of approximately $4.89 billion. It holds a P/E ratio of 54.14 and a forward P/E of 16.57, indicating expected earnings growth. The stock has a beta of 0.564, suggesting lower volatility compared to the market. Over the past 52 weeks, the shares have ranged from $29.28 to $59.19, with current moving averages of $42.13 for 50 days and $40.84 for 200 days. The firm maintains a current ratio of 0.998 and a quick ratio of 0.129, alongside a debt-to-equity ratio of 374.71.

Recent Earnings

Ryan Specialty Holdings reported revenue of about $3.16 billion, showing a growth of 7.4% year-over-year. The company achieved a net margin of 3.13% and a return on equity (ROE) of 22.09%. It posted earnings per share (EPS) of $0.74. The next earnings report is scheduled for October 29, 2026.

Dividend

Ryan Specialty Holdings offers an annual dividend rate of $0.52, yielding 1.29%. The payout ratio is 67.57%, indicating the proportion of earnings paid out as dividends.

About Ryan Specialty Holdings

Ryan Specialty Holdings, Inc. is a service provider specializing in insurance products and solutions for brokers, agents, and carriers worldwide. Headquartered in Chicago, Illinois, the company offers services like distribution, underwriting, product development, and risk management. With over 6,000 employees, it operates across several regions including the United States, Canada, and Europe. Founded in 2010, Ryan Specialty serves a diverse range of sectors, from commercial to government.

Bottom Line

Montrusco Bolton's reduction of its position in Ryan Specialty Holdings highlights ongoing portfolio adjustments. Investors often track such filings to gauge institutional sentiment, though these reports are backward-looking and may not reflect current positions. Ryan Specialty continues to be a notable player in the insurance brokerage industry, with analysts maintaining a positive outlook on its future performance.