RYAN β€” RYAN SPECIALTY HOLDINGS INC CL

Ownership history in WATERS PARKERSON & CO., LLC  Β·  6 quarters on record

AI Ownership Summary

WATERS PARKERSON & CO., LLC reported RYAN SPECIALTY HOLDINGS INC CL (RYAN) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.65% in 2025 Q2. The latest visible filing shows RYAN at 1.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RYAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WATERS PARKERSON & CO., LLC's position in RYAN SPECIALTY HOLDINGS INC CL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RYAN was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WATERS PARKERSON & CO., LLC held RYAN β€” position size vs. price
% of Fund (quarterly)    RYAN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 515,105 +6,985 +1.4% 1.31% $26.6M 2026-02-14 (Est.) $38.58
2025 Q3 ADDED 508,120 +20,920 +4.3% 1.40% $28.6M 2025-10-28 $51.69
2025 Q2 ADDED 487,200 +116,260 +31.3% 1.65% $33.1M 2025-08-14 $59.19
2025 Q1 ADDED 370,940 +12,230 +3.4% 1.46% $27.4M 2025-05-15 $69.35
2024 Q4 ADDED 358,710 +32,380 +9.9% 1.21% $23.0M 2025-02-14 $67.99
2024 Q3 INITIATED 326,330 β€” β€” 1.10% $21.7M 2024-11-13 $70.94

FAQ About WATERS PARKERSON & CO., LLC and RYAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has WATERS PARKERSON & CO., LLC reported owning RYAN?

WATERS PARKERSON & CO., LLC reported RYAN across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported RYAN position in WATERS PARKERSON & CO., LLC's portfolio?

The largest reported portfolio weight for RYAN was 1.65% in 2025 Q2.

What is the latest reported RYAN position on this page?

The most recent filing on this page is 2025 Q4, when WATERS PARKERSON & CO., LLC reported 515,105 shares, equal to 1.31% of portfolio, with an estimated market value of $26.6M.

What does the chart on this RYAN ownership page compare?

The chart compares WATERS PARKERSON & CO., LLC's quarterly RYAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to WATERS PARKERSON & CO., LLC Holdings