Glück Conviction Score™ ⓘ
Score-Verlauf (90 Tage)
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 33.51 | +6.4 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 45.62 | -21.9 % vs SMA200 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 33.08 | EMA50: 34.00 | |
| MACD-Histogramm | Bullisch | 10 % | 0.447 | Bullisch | |
| RSI(14) | Neutral | 10 % | 61.2 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 91.7 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 16.6 | +DI: 24.0 / −DI: 12.3 | |
| Z-Score(60) | Neutral | 5 % | 1.06 | In Range | |
| 52W-Position | Bärisch | 5 % | 15.7 % | Hoch 69.17 / Tief 29.39 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 110.5 % | Upper 35.16 / Mid 32.87 / Lower 30.58 | |
| LinReg-Slope(60) | Neutral | 10 % | -0.0410 | R²=0.13 / annualisiert -30.8 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-10 | ROGERS JOHN W JR | Director | Open Market Purchase | 7.500 | 35,16 | 263.732,25 | +1,3% | |
| 2026-06-05 | RYAN PATRICK G | Director, Officer, 10% Owner, Executive Chairman | Open Market Purchase | 120.000 | 32,50 | 3.899.736,00 | +18,5% | |
| 2026-06-03 | KATZ MARK STEPHEN | Officer, EVP & General Counsel | Open Market Purchase | 3.215 | 31,07 | 99.888,12 | +0,5% | |
| 2026-06-03 | Hamilton Janice M | Officer, Chief Financial Officer | Open Market Purchase | 6.300 | 31,79 | 200.292,75 | +1,0% | |
| 2026-02-23 | RYAN PATRICK G JR | Director | Open Market Purchase | 1.500 | 40,20 | 60.300,00 | +0,3% | |
| 2026-02-23 | RYAN PATRICK G JR | Director | Open Market Purchase | 24.000 | 39,94 | 958.560,00 | +4,6% | |
| 2026-02-20 | RYAN PATRICK G JR | Director | Open Market Purchase | 365 | 41,41 | 15.114,65 | +0,1% | |
| 2025-12-12 | TURNER TIMOTHY WILLIAM | Director, Officer, Chief Executive Officer | Open Market Sale | -129.570 | 53,61 | -6.946.247,70 | -33,0% | |
| 2025-12-05 | ONEX CORP | Director | Open Market Sale | -4.145.621 | 54,50 | -225.936.344,50 | -1072,8% | |
| 2025-09-12 | RYAN PATRICK G | Director, Officer, 10% Owner, Executive Chairman | Open Market Purchase | 276.634 | 51,84 | 14.340.263,95 | +68,1% | |
| 2025-09-02 | RYAN PATRICK G JR | Director | Open Market Purchase | 100 | 55,54 | 5.554,00 | 0,0% | |
| 2025-08-26 | RYAN PATRICK G JR | Director | Small Acquisition | 5 | 57,99 | 299,17 | 0,0% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 10.231.737 | 0 | 10.231.737 | 528.264.581 | Neu | +100,0% | |
| BlackRock, Inc. | 10.869.825 | 10.522.011 | 347.814 | 366.747.895 | Aufgestockt | +3,3% | |
| Capital World Investors | 6.640.638 | 0 | 6.640.638 | 342.856.140 | Neu | +100,0% | |
| Vulcan Value Partners, LLC | 6.595.335 | 0 | 6.595.335 | 222.526.615 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.200.792 | 0 | 5.200.792 | 175.474.722 | Neu | +100,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 4.411.837 | 4.374.498 | 37.339 | 148.856.483 | Aufgestockt | +0,9% | |
| MONTRUSCO BOLTON INVESTMENTS INC. | 4.022.506 | 4.343.116 | -320.610 | 132.090.837 | Reduziert | -7,4% | |
| STATE STREET CORP | 3.633.336 | 3.466.354 | 166.982 | 122.588.757 | Aufgestockt | +4,8% | |
| Neuberger Berman Group LLC | 3.105.544 | 864.259 | 2.241.285 | 104.781.039 | Aufgestockt | +259,3% | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.005.452 | 2.716.103 | 289.349 | 101.403.951 | Aufgestockt | +10,7% | |
| Independent Franchise Partners LLP | 2.820.854 | 2.115.313 | 705.541 | 95.175.613 | Aufgestockt | +33,4% | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.610.000 | 0 | 1.610.000 | 83.124.300 | Neu | +100,0% | |
| Polar Capital Holdings Plc | 2.450.000 | 1.780.000 | 670.000 | 82.663.000 | Aufgestockt | +37,6% | |
| Stephens Investment Management Group LLC | 2.424.337 | 1.929.094 | 495.243 | 81.797.130 | Aufgestockt | +25,7% | |
| BANK OF MONTREAL /CAN/ | 2.287.875 | 11.800 | 2.276.075 | 77.192.902 | Aufgestockt | +19288,8% | |
| MORGAN STANLEY | 2.278.859 | 2.840.310 | -561.451 | 76.888.831 | Reduziert | -19,8% | |
| GEODE CAPITAL MANAGEMENT, LLC | 2.270.174 | 2.151.206 | 118.968 | 76.613.683 | Aufgestockt | +5,5% | |
| Champlain Investment Partners, LLC | 2.269.707 | 2.555.727 | -286.020 | 76.579.914 | Reduziert | -11,2% | |
| NORGES BANK | 1.172.693 | 0 | 1.172.693 | 60.546.140 | Neu | +100,0% | |
| Clearbridge Investments, LLC | 1.772.666 | 1.881.074 | -108.408 | 59.809.764 | Reduziert | -5,8% | |
| BLAIR WILLIAM & CO/IL | 1.641.580 | 2.522.471 | -880.891 | 55.386.915 | Reduziert | -34,9% | |
| BANK OF AMERICA CORP /DE/ | 1.508.083 | 1.118.578 | 389.505 | 50.882.720 | Aufgestockt | +34,8% | |
| KENSICO CAPITAL MANAGEMENT CORP | 959.500 | 0 | 959.500 | 49.538.985 | Neu | +100,0% | |
| Focus Partners Wealth | 1.279.952 | 842.646 | 437.306 | 43.186.062 | Aufgestockt | +51,9% | |
| Sumitomo Mitsui Trust Group, Inc. | 1.277.042 | 1.389.929 | -112.887 | 43.087.397 | Reduziert | -8,1% | |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 814.334 | 0 | 814.334 | 42.044.064 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.156.962 | 1.072.703 | 84.259 | 39.035.898 | Aufgestockt | +7,9% | |
| GOLDMAN SACHS GROUP INC | 1.058.098 | 560.928 | 497.170 | 35.700.232 | Aufgestockt | +88,6% | |
| NORTHERN TRUST CORP | 931.418 | 808.706 | 122.712 | 31.426.043 | Aufgestockt | +15,2% | |
| Woodline Partners LP | 891.254 | 0 | 891.254 | 30.070.910 | Neu | +100,0% | |
| Point72 Asset Management, L.P. | 879.982 | 0 | 879.982 | 29.690.593 | Neu | +100,0% | |
| Zimmer Partners, LP | 875.000 | 1.000.000 | -125.000 | 29.522.500 | Reduziert | -12,5% | |
| AMERIPRISE FINANCIAL INC | 861.884 | 864.693 | -2.809 | 29.079.971 | Reduziert | -0,3% | |
| Ceredex Value Advisors LLC | 839.500 | 207.850 | 631.650 | 28.324.730 | Aufgestockt | +303,9% | |
| UBS Group AG | 790.704 | 617.891 | 172.813 | 26.678.354 | Aufgestockt | +28,0% | |
| MILLENNIUM MANAGEMENT LLC | 787.533 | 426.032 | 361.501 | 26.571.363 | Aufgestockt | +84,9% | |
| FENIMORE ASSET MANAGEMENT INC | 724.832 | 27.613 | 697.219 | 24.455.832 | Aufgestockt | +2525,0% | |
| CITADEL ADVISORS LLC | 694.839 | 1.440.933 | -746.094 | 23.443.868 | Reduziert | -51,8% | |
| GUARDIAN POINT CAPITAL, LP | 575.000 | 500.000 | 75.000 | 19.400.500 | Aufgestockt | +15,0% | |
| Alyeska Investment Group, L.P. | 571.520 | 0 | 571.520 | 19.283.085 | Neu | +100,0% | |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 556.759 | 769.333 | -212.574 | 18.785.049 | Reduziert | -27,6% | |
| GENEVA CAPITAL MANAGEMENT LLC | 548.175 | 563.257 | -15.082 | 18.495.439 | Reduziert | -2,7% | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 545.254 | 639.406 | -94.152 | 18.396.870 | Reduziert | -14,7% | |
| RENAISSANCE TECHNOLOGIES LLC | 536.600 | 36.400 | 500.200 | 18.104.884 | Aufgestockt | +1374,2% | |
| WATERS PARKERSON & CO., LLC | 530.151 | 515.105 | 15.046 | 17.887.295 | Aufgestockt | +2,9% | |
| MARSHALL WACE, LLP | 523.515 | 16.800 | 506.715 | 17.663.396 | Aufgestockt | +3016,2% | |
| Mawer Investment Management Ltd. | 501.194 | 525.172 | -23.978 | 16.910.286 | Reduziert | -4,6% | |
| DUDLEY & SHANLEY, INC. | 480.021 | 477.671 | 2.350 | 16.195.909 | Aufgestockt | +0,5% | |
| SEI INVESTMENTS CO | 388.723 | 356.154 | 32.569 | 13.114.122 | Aufgestockt | +9,1% | |
| WELLS FARGO & COMPANY/MN | 381.527 | 373.186 | 8.341 | 12.872.688 | Aufgestockt | +2,2% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10.869.825 | 10.522.011 | +3,3% | 366.747.895 | 11,62 |
| Vulcan Value Partners, LLC | 6.595.335 | 0 | +100,0% | 222.526.615 | 7,05 |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.200.792 | 0 | +100,0% | 175.474.722 | 5,56 |
| PRINCIPAL FINANCIAL GROUP INC | 4.411.837 | 4.374.498 | +0,9% | 148.856.483 | 4,72 |
| MONTRUSCO BOLTON INVESTMENTS INC. | 4.022.506 | 4.343.116 | -7,4% | 132.090.837 | 4,18 |
| STATE STREET CORP | 3.633.336 | 3.466.354 | +4,8% | 122.588.757 | 3,88 |
| Neuberger Berman Group LLC | 3.105.544 | 864.259 | +259,3% | 104.781.039 | 3,32 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.005.452 | 2.716.103 | +10,7% | 101.403.951 | 3,21 |
| Independent Franchise Partners LLP | 2.820.854 | 2.115.313 | +33,4% | 95.175.613 | 3,01 |
| Polar Capital Holdings Plc | 2.450.000 | 1.780.000 | +37,6% | 82.663.000 | 2,62 |
| Stephens Investment Management Group LLC | 2.424.337 | 1.929.094 | +25,7% | 81.797.130 | 2,59 |
| BANK OF MONTREAL /CAN/ | 2.287.875 | 11.800 | +19288,8% | 77.192.902 | 2,45 |
| MORGAN STANLEY | 2.278.859 | 2.840.310 | -19,8% | 76.888.831 | 2,44 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.270.174 | 2.151.206 | +5,5% | 76.613.683 | 2,43 |
| Champlain Investment Partners, LLC | 2.269.707 | 2.555.727 | -11,2% | 76.579.914 | 2,43 |
| Clearbridge Investments, LLC | 1.772.666 | 1.881.074 | -5,8% | 59.809.764 | 1,89 |
| BLAIR WILLIAM & CO/IL | 1.641.580 | 2.522.471 | -34,9% | 55.386.915 | 1,75 |
| BANK OF AMERICA CORP /DE/ | 1.508.083 | 1.118.578 | +34,8% | 50.882.720 | 1,61 |
| Focus Partners Wealth | 1.279.952 | 842.646 | +51,9% | 43.186.062 | 1,37 |
| Sumitomo Mitsui Trust Group, Inc. | 1.277.042 | 1.389.929 | -8,1% | 43.087.397 | 1,36 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 362 | 116,8 | 3.580 |
| 31.12.2025 | ✓ | 376 | 118,0 | 5.001 |
| 30.09.2025 | ✓ | 366 | 110,0 | 5.713 |
| 30.06.2025 | ✓ | 371 | 105,9 | 6.553 |
| 31.03.2025 | ✓ | 378 | 104,2 | 7.086 |
| 31.12.2024 | ✓ | 357 | 108,6 | 6.379 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NORGES BANK | 1.172.693 | 60.546.140 |
| Focus Partners Wealth | 842.646 | 43.505.841 |
| Ceredex Value Advisors LLC | 207.850 | 10.731.296 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 184.304 | 9.515.616 |
| Schonfeld Strategic Advisors LLC | 126.266 | 6.519.112 |
| NICHOLAS COMPANY, INC. | 118.640 | 6.125.383 |
| BALYASNY ASSET MANAGEMENT L.P. | 116.423 | 6.010.919 |
| Pinnacle Financial Partners, Inc. | 99.006 | 5.111.721 |
| Jain Global LLC | 82.229 | 4.245.483 |
| Allianz Asset Management GmbH | 80.978 | 4.180.894 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 7.552.002 | 3.353.926 | +79.9 % | 389.910 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.610.000 | 1.510.000 | +1510.0 % | 83.124.300 |
| JANE STREET GROUP, LLC | 931.257 | 927.198 | +22843.0 % | 48.080.799 |
| Zimmer Partners, LP | 1.000.000 | 640.000 | +177.8 % | 51.630.000 |
| Stephens Investment Management Group LLC | 1.929.094 | 566.610 | +41.6 % | 99.599.123 |
| CITADEL ADVISORS LLC | 1.440.933 | 480.914 | +50.1 % | 74.395.370 |
| Independent Franchise Partners LLP | 2.115.313 | 415.560 | +24.4 % | 109.213.610 |
| MONTRUSCO BOLTON INVESTMENTS INC. | 4.343.116 | 368.247 | +9.3 % | 218.009.763 |
| KENSICO CAPITAL MANAGEMENT CORP | 959.500 | 348.500 | +57.0 % | 49.538.985 |
| MILLENNIUM MANAGEMENT LLC | 426.032 | 187.274 | +78.4 % | 21.996.032 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Artisan Partners Limited Partnership | 128.282 | -1.011.554 | -88.7 % | 6.623.200 |
| Allspring Global Investments Holdings, LLC | 4.480 | -712.682 | -99.4 % | 233.632 |
| Champlain Investment Partners, LLC | 2.555.727 | -510.284 | -16.6 % | 131.952.185 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.716.103 | -500.475 | -15.6 % | 140.232.431 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 814.334 | -463.800 | -36.3 % | 42.044.064 |
| COMERICA BANK | 32.274 | -410.894 | -92.7 % | 1.666.331 |
| CAPTRUST FINANCIAL ADVISORS | 79.527 | -394.391 | -83.2 % | 4.105.954 |
| JENNISON ASSOCIATES LLC | 311.144 | -392.433 | -55.8 % | 16.064.362 |
| SEI INVESTMENTS CO | 356.154 | -388.598 | -52.2 % | 18.387.529 |
| ROYAL BANK OF CANADA | 61.201 | -367.724 | -85.7 % | 3.159.000 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 14.05.2026 | Capital World Investors | Passiv (13G/A) | Ausstieg | 0 | -5,50 pp | |
| 13.05.2026 | Mr. C.T. Fitzpatrick | Passiv (13G) | Ausstieg | 0 | Neu | |
| 13.05.2026 | Vulcan Value Partners, LLC | Passiv (13G) | 5,12 % | 6.595.335 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -7,94 pp | |
| 17.02.2026 | T. Rowe Price Investment Management, Inc. | Passiv (13G) | 5,90 % | 7.552.002 | Neu | |
| 08.05.2025 | Patrick G. Ryan | Passiv (13G/A) | 53,38 % | 127.423.125 | -3,25 pp | |
| 08.05.2025 | Shirley W. Ryan | Passiv (13G/A) | 53,38 % | 127.423.125 | Neu | |
| 08.05.2025 | Robert J. W. Ryan | Passiv (13G/A) | 53,38 % | 127.423.125 | Neu | |
| 13.02.2025 | Kayne Anderson Rudnick Investment Management, LLC | Passiv (13G/A) | 3,40 % | 4.259.550 | -5,17 pp | |
| 13.11.2024 | Capital World Investors | Passiv (13G) | 5,50 % | 6.588.460 | Neu | |
| 13.11.2024 | Virtus | Passiv (13G/A) | 3,91 % | 4.703.385 | +0,57 pp | |
| 13.11.2024 | Virtus | Passiv (13G/A) | 3,34 % | 4.019.325 | Neu | |
| 13.11.2024 | Kayne | Passiv (13G/A) | 5,92 % | 7.121.379 | Neu | |
| 08.11.2024 | . BlackRock, Inc. | Passiv (13G) | 7,70 % | 9.294.486 | 0,00 pp | |
| 22.10.2024 | . BlackRock, Inc. | Passiv (13G) | 7,70 % | 9.294.486 | Neu | |
| 14.03.2024 | Onex Private Equity Holdings LLC | Aktivist (13D/A) | 3,50 % | 4.145.621 | -0,15 pp | |
| 14.03.2024 | Gerald W. Schwartz | Aktivist (13D/A) | 3,50 % | 4.145.621 | -0,15 pp | |
| 14.03.2024 | Onex Corporation | Aktivist (13D/A) | 3,50 % | 4.145.621 | -0,15 pp | |
| 14.03.2024 | Onex RSG GP Inc. | Aktivist (13D/A) | 3,50 % | 4.145.621 | -0,15 pp | |
| 14.03.2024 | Onex RSG Holdings LP | Aktivist (13D/A) | 0,10 % | 173.778 | -0,05 pp | |
| 14.03.2024 | Onex RSG LP | Aktivist (13D/A) | 3,30 % | 3.971.843 | -0,19 pp | |
| 13.02.2024 | Virtus Investment Advisers, Inc. | Passiv (13G/A) | 5,92 % | 7.001.164 | -0,80 pp | |
| 13.02.2024 | Kayne Anderson Rudnick Investment Management, LLC | Passiv (13G/A) | 8,57 % | 10.137.040 | Neu | |
| 13.02.2024 | Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund | Passiv (13G/A) | 5,13 % | 6.065.150 | -1,10 pp | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 7,94 % | 9.397.569 | +1,17 pp | |
| 12.02.2024 | Patrick G. Ryan | Passiv (13G/A) | 55,32 % | 127.421.527 | Neu | |
| 24.05.2023 | Onex Corporation | Aktivist (13D/A) | 3,65 % | 4.145.621 | -7,65 pp | |
| 24.05.2023 | Onex RSG GP Inc. | Aktivist (13D/A) | 3,65 % | 4.145.621 | -7,65 pp | |
| 24.05.2023 | Onex RSG Holdings LP | Aktivist (13D/A) | 0,15 % | 173.778 | -0,35 pp | |
| 24.05.2023 | Onex RSG LP | Aktivist (13D/A) | 3,49 % | 3.971.843 | -7,41 pp | |
| 24.05.2023 | Gerald W. Schwartz | Aktivist (13D/A) | 3,65 % | 4.145.621 | -7,65 pp | |
| 24.05.2023 | Onex Private Equity Holdings LLC | Aktivist (13D/A) | 3,65 % | 4.145.621 | -7,65 pp | |
| 14.02.2023 | Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund | Passiv (13G/A) | 6,23 % | 7.002.150 | Neu | |
| 14.02.2023 | Virtus Investment Advisers, Inc. | Passiv (13G/A) | 6,72 % | 7.552.103 | -3,11 pp | |
| 14.02.2023 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Passiv (13G/A) | 9,81 % | 11.024.503 | -3,43 pp | |
| 10.02.2023 | Patrick G. Ryan | Passiv (13G/A) | 56,63 % | 127.094.792 | -0,01 pp | |
| 09.02.2023 | The Vanguard Group | Passiv (13G) | 6,77 % | 7.612.196 | Neu | |
| 11.02.2022 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Passiv (13G/A) | 13,24 % | 14.553.721 | -0,13 pp | |
| 11.02.2022 | Virtus Investment Advisers, Inc. | Passiv (13G/A) | 9,83 % | 10.800.113 | -0,44 pp | |
| 11.02.2022 | Virtus Equity Trust, on behalf of Virtus KAR Small Cap Growth Fund | Passiv (13G/A) | 9,26 % | 10.175.150 | 0,00 pp |
Stammdaten
Ryan Specialty Group Holdings, Inc. fungiert als Dienstleister für Spezialprodukte und -lösungen für Versicherungsmakler, -agenten und -träger. Sie bietet Vertriebs-, Versicherungs-, Produktentwicklungs-, Verwaltungs- und Risikomanagementdienste an, indem sie als Großhandelsmakler und verwaltender Versicherer tätig ist. Das Unternehmen wurde 2010 gegründet und hat seinen Hauptsitz in Chicago, Illinois.
Unternehmen & Branche
| Name | RYAN SPECIALTY HOLDINGS, INC. |
|---|---|
| Ticker | RYAN |
| CIK | 0001849253 |
| Boerse | NYSE |
| Sektor | Financial Services |
| Industrie | Insurance - Specialty |
| SIC | 6411 · Insurance Agents, Brokers & Service |
Wertpapier & Kennzahlen
| CUSIP | 78351F107 |
|---|---|
| ISIN | US78351F1075 |
| Typ | Common Stock |
| Beta | 0,67 |
Bewertung
| Ausschüttungsquote | 98,3 % |
|---|
Qualität & Bilanz
| Operative Marge | 16,2 % vs. 13,0 % (2021) ▲ |
|---|---|
| Nettomarge | 2,1 % vs. 4,6 % (2021) ▼ |
| ROIC | 1,5 % vs. 3,9 % (2021) ▼ |
| Nettoverschuldung/EBITDA | 4,3 vs. 1,8 (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| Ausschüttungsquote | – | 0,0 % | 0,0 % | 84,8 % | 98,3 % | |
| Qualität & Bilanz | ||||||
| Operative Marge | 13,0 % | 16,8 % | 17,3 % | 17,0 % | 16,2 % | |
| Nettomarge | 4,6 % | 3,5 % | 2,9 % | 3,8 % | 2,1 % | |
| ROIC | 3,9 % | 2,3 % | 2,2 % | 2,3 % | 1,5 % | |
| Nettoverschuldung/EBITDA | 1,8 | 2,9 | 2,8 | 4,9 | 4,3 | |
| Zinsdeckungsgrad | 2,4 | 2,8 | 3,0 | – | – | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
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Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 795.229.000 | 17.646.000 | 11.011.638.000 | 636.202.000 | |
| 2025-12-31 | 10-K | 3.051.126.000 | 63.399.000 | 0,47 | 10.564.171.000 | 648.073.000 |
| 2025-09-30 | 10-Q | 754.577.000 | 31.085.000 | 0,20 | 9.851.858.000 | 630.473.000 |
| 2025-06-30 | 10-Q | 855.170.000 | 51.976.000 | 0,38 | 10.625.772.000 | 610.086.000 |
| 2025-03-31 | 10-Q | 690.166.000 | -27.642.000 | -0,22 | 9.890.039.000 | 542.518.000 |
| 2024-12-31 | 10-K | 2.515.710.000 | 94.665.000 | 0,71 | 9.649.918.000 | 627.662.000 |
| 2024-09-30 | 10-Q | 604.694.000 | 17.589.000 | 0,09 | 8.478.503.000 | 632.833.000 |
| 2024-06-30 | 10-Q | 695.441.000 | 46.787.000 | 0,37 | 8.272.411.000 | 605.854.000 |
| 2024-03-31 | 10-Q | 552.046.000 | 16.535.000 | 0,13 | 7.116.502.000 | 554.350.000 |
| 2023-12-31 | 10-K | 2.077.549.000 | 61.037.000 | 0,52 | 7.247.209.000 | 559.754.000 |
| 2023-09-30 | 10-Q | 501.938.000 | -5.047.000 | -0,04 | 6.425.862.000 | 542.978.000 |
| 2023-06-30 | 10-Q | 585.149.000 | 30.078.000 | 0,26 | 7.235.797.000 | |
| 2023-03-31 | 10-Q | 457.599.000 | 13.160.000 | 0,11 | 6.046.960.000 | |
| 2022-12-31 | 10-K | 1.725.193.000 | 61.052.000 | 0,52 | 6.383.743.000 | 478.405.000 |
| 2022-09-30 | 10-Q | 411.996.000 | 11.745.000 | 5.687.962.000 | ||
| 2022-06-30 | 10-Q | 491.292.000 | 24.501.000 | 6.442.417.000 | ||
| 2022-03-31 | 10-Q | 386.890.000 | 6.911.000 | 5.485.637.000 | ||
| 2021-12-31 | 10-K | 1.432.771.000 | 65.873.000 | 5.458.708.000 | ||
| 2021-09-30 | 10-Q | 352.766.000 | -1.334.000 | 4.858.456.000 | ||
| 2021-06-30 | 10-Q | 390.012.000 | 63.407.000 | 4.807.147.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Wholesale Brokerage | 1,6 Mrd. | 1,5 Mrd. | 1,3 Mrd. | 1,1 Mrd. | 53,4 % | +7,5% | |
| Underwriting Management | 1,0 Mrd. | 646,2 Mio. | 431,6 Mio. | 351,6 Mio. | 34,2 % | +58,5% | |
| Binding Authorities | 370,2 Mio. | 320,4 Mio. | 276,0 Mio. | 231,0 Mio. | 12,4 % | +15,5% |
Regionen
| Region | FY 2025 | FY 2024 | FY 2023 | FY 2022 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|
| US | 2,9 Mrd. | 2,4 Mrd. | 2,0 Mrd. | 1,7 Mrd. | 93,9 % | +19,7% | |
| Non Us | 186,9 Mio. | 123,7 Mio. | 55,0 Mio. | 49,2 Mio. | 6,1 % | +51,0% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 01.05.2026 | 795,2 Mio. USD | – |
| Q3 2025 | 30.09.2025 | 31.10.2025 | 754,6 Mio. USD | – |
| Q2 2025 | 30.06.2025 | 01.08.2025 | 855,2 Mio. USD | – |
| Q1 2025 | 31.03.2025 | 01.05.2026 | 690,2 Mio. USD | – |
| Q3 2024 | 30.09.2024 | 31.10.2025 | 604,7 Mio. USD | – |
| Q2 2024 | 30.06.2024 | 01.08.2025 | 695,4 Mio. USD | – |
| Q1 2024 | 31.03.2024 | 02.05.2025 | 552,0 Mio. USD | – |
| Q3 2023 | 30.09.2023 | 31.10.2024 | 501,9 Mio. USD | – |
| Q2 2023 | 30.06.2023 | 02.08.2024 | 585,1 Mio. USD | – |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 01.05.2026 | 10-Q | 31.03.2026 | 31 Tage | SEC » |
| 13.02.2026 | 10-K | 31.12.2025 | 44 Tage | SEC » |
| 31.10.2025 | 10-Q | 30.09.2025 | 31 Tage | SEC » |
| 01.08.2025 | 10-Q | 30.06.2025 | 32 Tage | SEC » |
| 02.05.2025 | 10-Q | 31.03.2025 | 32 Tage | SEC » |
| 21.02.2025 | 10-K | 31.12.2024 | 52 Tage | SEC » |
| 31.10.2024 | 10-Q | 30.09.2024 | 31 Tage | SEC » |
| 02.08.2024 | 10-Q | 30.06.2024 | 33 Tage | SEC » |
| 03.05.2024 | 10-Q | 31.03.2024 | 33 Tage | SEC » |
| 28.02.2024 | 10-K | 31.12.2023 | 59 Tage | SEC » |
| 03.11.2023 | 10-Q | 30.09.2023 | 34 Tage | SEC » |
| 04.08.2023 | 10-Q | 30.06.2023 | 35 Tage | SEC » |
| 05.05.2023 | 10-Q | 31.03.2023 | 35 Tage | SEC » |
| 01.03.2023 | 10-K | 31.12.2022 | 60 Tage | SEC » |
| 10.11.2022 | 10-Q | 30.09.2022 | 41 Tage | SEC » |
| 12.08.2022 | 10-Q | 30.06.2022 | 43 Tage | SEC » |
| 13.05.2022 | 10-Q | 31.03.2022 | 43 Tage | SEC » |
| 16.03.2022 | 10-K | 31.12.2021 | 75 Tage | SEC » |
| 12.11.2021 | 10-Q | 30.09.2021 | 43 Tage | SEC » |
| 02.09.2021 | 10-Q | 30.06.2021 | 64 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 08.12.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | o Section 13(a) of the Exchange Act. o Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 09.09.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | o Section 13(a) of the Exchange Act. o Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 01.07.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | (a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 02.01.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 31.10.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | o Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 31.07.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 09.03.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 14.03.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-14 | 154.161 | 30,27 | 4.666.453 |
| 2026-05-13 | 5.262 | 31,51 | 165.806 |
| 2026-05-12 | 86.886 | 31,29 | 2.718.663 |
| 2026-05-11 | 1.403 | 31,31 | 43.928 |
| 2026-05-08 | 68.911 | 31,71 | 2.185.168 |
| 2026-05-07 | 173.370 | 29,39 | 5.095.344 |
| 2026-05-06 | 6.587 | 30,55 | 201.233 |
| 2026-05-04 | 8.239 | 30,83 | 254.008 |
| 2026-05-01 | 48.299 | 34,77 | 1.679.356 |
| 2026-04-30 | 22.142 | 35,26 | 780.727 |
| 2026-04-29 | 2 | 34,74 | 69 |
| 2026-04-24 | 3.094 | 35,40 | 109.528 |
| 2026-04-21 | 26 | 37,89 | 985 |
| 2026-04-09 | 63 | 34,91 | 2.199 |
| 2026-04-07 | 5.882 | 34,16 | 200.929 |
| 2026-04-06 | 26.760 | 33,51 | 896.728 |
| 2026-04-02 | 8.979 | 33,03 | 296.576 |
| 2026-04-01 | 206 | 33,74 | 6.950 |
| 2026-03-24 | 7.636 | 34,59 | 264.129 |
| 2026-03-23 | 3 | 34,68 | 104 |
| 2026-03-19 | 233 | 35,02 | 8.160 |
| 2026-03-18 | 15.800 | 35,98 | 568.484 |
| 2026-03-17 | 56.289 | 36,16 | 2.035.410 |
| 2026-03-10 | 27.895 | 37,84 | 1.055.547 |
| 2026-03-03 | 9.976 | 40,21 | 401.135 |
| 2026-02-27 | 16 | 39,24 | 628 |
| 2026-02-25 | 512 | 38,86 | 19.896 |
| 2026-02-24 | 43 | 39,02 | 1.678 |
| 2026-02-20 | 360 | 41,33 | 14.879 |
| 2026-02-17 | 17.724 | 38,71 | 686.096 |
| 2026-02-13 | 5.471 | 44,38 | 242.803 |
| 2026-02-12 | 5.264 | 43,05 | 226.615 |
| 2026-02-03 | 258 | 47,50 | 12.255 |
| 2026-01-27 | 93.332 | 50,22 | 4.687.133 |
| 2026-01-26 | 103.869 | 50,00 | 5.193.450 |
| 2026-01-23 | 92.519 | 50,40 | 4.662.958 |
| 2026-01-15 | 37.524 | 50,17 | 1.882.579 |
| 2026-01-02 | 43 | 51,63 | 2.220 |
| 2025-12-31 | 1 | 52,46 | 52 |
| 2025-12-22 | 1.002 | 52,87 | 52.976 |
| 2025-12-19 | 1.014 | 54,16 | 54.918 |
| 2025-12-18 | 9.501 | 53,07 | 504.218 |
| 2025-12-17 | 11.044 | 53,00 | 585.332 |
| 2025-12-16 | 9.912 | 54,19 | 537.131 |
Hinweis
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 14.06.2026.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Signal-Komponenten und Gewichte.