Ryan Specialty Holdings, Inc. is classed by the SEC under Insurance Agents, Brokers & Service (industry code 6411), based in Chicago, IL. Its filings are on EDGAR under CIK 1849253; the figures the desk reads are not on file yet.
Brokerage businessInsurance Agents, Brokers & ServiceChicago, ILfilings since 20218 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a brokerage business: prior from its industry code (SEC 6411, Insurance Agents, Brokers & Service); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.0 out of ten, 8 of 9 metrics filed and 1 estimated: past 6.7 out of ten, present 4.6 out of ten, future 4.0 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 7.2 out of ten. No warning events in its filings since 2021. 72nd percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 7.5 out of ten. +25.9% a year over 7 filed years; profitable in 7 of 7. 75th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 4.6 out of ten. CrossAssetData estimate 4.6/10, confidence 35 of 100 (one part). 46th percentile among 29 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Financial health (present): 3.0 out of ten. ROE 5%: 5¢ of profit per shareholder dollar. Leverage 88%: owes 88¢ per asset dollar. 30th percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 6.1 out of ten. top 39% of 30 in its family; net margin 2.1%. 61st percentile among 30 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 4.1 out of ten. bottom 41% of 21 in its family for leadership; chief executive since 2025. 41st percentile among 21 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 4.0 out of ten. bottom 40% of 29 in its family for room to expand. 40th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 3.8 out of ten. bottom 38% of 29 in its family for growth drivers. 38th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 4.2 out of ten. bottom 42% of 25 in its family for expectations against reality. 42nd percentile among 25 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-13 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-31 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-30 (on EDGAR). Newest filing: Form 4, 2026-09-09. Filings on record since 2021. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Wholesale Brokerage 53%, Underwriting Management 34%, Binding Authorities 12%. By geography: United States 94%, Foreign 6%. As tagged in its annual report (Form 10-K, filed 2026-02-13).
Who runs it
Turner, Timothy William (Chief Executive Officer); Wuller, Benjamin Miles (CEO RSUM); Cortezi, Nicholas Dominic (Chairman of Ryan Specialty Underwriting Managers); Ryan, Patrick G (Executive Chairman); Mulshine, Brendan Martin (Co-President and CRO); Keogh, Stephen Patrick (Co-President and COO); Hamilton, Janice M (Chief Financial Officer); Conklin, Michael (EVP & CHRO); Katz, Mark Stephen (EVP & General Counsel); Bienen, Henry S (director); and 13 more. 23 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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