Here's Why Ryan Specialty Holdings (RYAN) Traded Down in Q2

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. Mid-cap stocks rebounded in the second quarter, delivering a strong recovery. The Russell Midcap Growth Index (up 18.20%) outperformed the Russell Midcap® Value Index (up 5.34%) in the quarter. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second-quarter 2025 investor letter, Carillon Eagle Mid Cap Growth 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 -3.38%, and its shares lost 13.43% of their value over the last 52 weeks. On September 02, 2025, Ryan Specialty Holdings, Inc. (NYSE:RYAN) stock closed at $55.43 per share, with a market capitalization of $14.633 billion.

Carillon Eagle Mid Cap Growth 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 insurance broker specializing in excess and surplus lines (E&S) insurance. While first-quarter results exceeded expectations, the stock delivered lackluster results due to a slightly disappointing quarterly margin and investor concerns over a potentially challenging internal growth comparison in the second quarter. We view the margin miss as temporary and anticipate margin expansion throughout the remainder of the year and beyond. Additionally, while shorter-term property pricing pressures persist, we believe they will be outweighed over time by the outsized organic growth expected in the E&S market."

Ryan Specialty Holdings, Inc. (NYSE:RYAN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 19 hedge fund portfolios held Ryan Specialty Holdings, Inc. (NYSE:RYAN) at the end of the second quarter, which was 29 in the previous quarter. In the second quarter of 2025, Ryan Specialty Holdings, Inc.'s (NYSE:RYAN) total revenue grew 23% period-over-period to $855 million. While we acknowledge the potential of Ryan Specialty Holdings, Inc. (NYSE:RYAN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Ryan Specialty Holdings, Inc. (NYSE:RYAN) and shared the list of high growth stocks outside tech analysts are bullish on. 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.