Should You Hold Ryan Specialty Holdings (RYAN)?

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets regained their strength in the second quarter of 2025. Class A shares of the fund outperformed the Russell Midcap Growth Index during the quarter. The Industrials and Energy sectors contributed to the relative performance of the strategy in the quarter, while Information Technology and Consumer Discretionary sectors detracted.  In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second quarter 2025 investor letter, Alger Mid Cap Focus Fund highlighted stocks such as Ryan Specialty Holdings, Inc. (NYSE:RYAN). Ryan Specialty Holdings, Inc. (NYSE:RYAN) is a specialty products and solutions provider for insurance brokers, agents, and carriers. The one-month return of Ryan Specialty Holdings, Inc. (NYSE:RYAN) was -4.36%, and its shares gained 8.82% of their value over the last 52 weeks. On July 23, 2025, Ryan Specialty Holdings, Inc. (NYSE:RYAN) stock closed at $64.30 per share, with a market capitalization of $16.885 billion.

Alger Mid Cap Focus Fund stated the following regarding Ryan Specialty Holdings, Inc. (NYSE:RYAN) in its second quarter 2025 investor letter:

“Ryan Specialty Holdings, Inc. (NYSE:RYAN) is a leading provider of specialty insurance products and services, acting as a broker between insurance agents, brokers, and carriers. During the quarter, shares detracted from performance due to lower property insurance pricing across the industry, which negatively impacted the company’s premium volumes. However, we view this challenge as temporary and continue to believe Ryan Specialty has the potential to grow earnings faster than the overall market through favorable pricing, higher business volumes, and strategic acquisitions.”

A portrait of a professional insurance broker at their desk, reviewing a policy.

Ryan Specialty Holdings, Inc. (NYSE:RYAN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 29 hedge fund portfolios held Ryan Specialty Holdings, Inc. (NYSE:RYAN) at the end of the first quarter, which was 29 in the previous quarter. While we acknowledge the risk and potential of Ryan Specialty Holdings, Inc. (NYSE:RYAN) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Ryan Specialty Holdings, Inc. (NYSE:RYAN) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we discussed Ryan Specialty Holdings, Inc. (NYSE:RYAN) and its announcement to acquire J.M. Wilson Corporation. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.