Industry Transactions

2024 Acquisition Details (YTD as of April 30, 2024)

Who’s Buying
Insurance Brokerage475
Insurance Carrier and Other11
Banks and Thrifts4
What’s Being Bought
Full Service101
P&C292
Employee Benefits97
Retail vs. Specialty
Retail408
Specialty82

All transactions listed are announced deals involving public companies, private equity backed brokers, private companies, banks, InsurTech companies (2017-2018 only) as well as others including private equity groups, underwriters, specialty lenders, etc. All targets are U.S. only. This data displays a snapshot at a particular point in time and has not been updated to reflect subsequent changes in prior years, if any. MarshBerry estimates that only 50 – 60% of all transactions are actually made public. Past performance is not necessarily indicative of future results. Data reported YTD as of 4/30/2024.

Source: S&P Global Market Intelligence, Insurance Journal, and other publicly available sources

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Announced DateDeal YearBuyerSellerSeller LocationBuyer TypeSeller TypeSeller Line of BusinessPress Release
04/14/222022Integrity Marketing Group LLCHoneycutt Insurance MarketingCAIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
04/14/222022King Insurance Agency, Inc.Ameriway Insurance, LLCFLIndependent Agency/Broker- Private Capital BackedRetailP&C
04/13/222022Arthur J. Gallagher & Co.G.A. Mavon & Co. Inc.ILPublic BrokerWholesaleP&C
04/13/222022Digital Insurance, Inc.Security First Insurance AgencyCOIndependent Agency/Broker- Private Capital BackedRetailP&C
04/13/222022Integrity Marketing Group LLCApplied General AgencyCAIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
04/13/222022Marsh & McLennan Companies, Inc.Regional Treaty ServicesRIPublic BrokerMGAP&C
04/13/222022Risk Strategies Company, LLCSeacoast Specialty Administrators, Inc.NYIndependent Agency/Broker- Private Capital BackedWholesaleP&C
04/12/222022Aquiline Capital Partners LLCDistinguished Programs Group LLCNYOther BuyerMGAP&C
04/12/222022Aquiline Capital Partners LLCDistinguished Programs Group LLCNYOther BuyerMGAP&C
04/12/222022Hub International LimitedEvo Insurance Services IncCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
04/08/222022Hub International LimitedMarketing Management Associates, Inc.MDIndependent Agency/Broker- Private Capital BackedRetailP&C
04/06/222022EPIC (Edgewood Partners Insurance Center)Treloar & Heisel, Inc.PAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
04/05/222022Hub International LimitedAssets of JAG Investment Partners LLCFLIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/05/222022National Auto Care CorporationAssets of Frost Financial Services, Inc.OHIndependent Agency/Broker- Private Capital BackedRetailP&C
04/05/222022Relation Insurance, Inc.Assets of BRK Insurance Group LLCLAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/04/222022Hub International LimitedChun-Ha Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
04/01/222022BroadStreet Partners, Inc.Certain insurance assetsOHIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/222022BroadStreet Partners, Inc.Certain insurance assetsMSIndependent Agency/Broker- Private Capital BackedRetailP&C
04/01/222022BroadStreet Partners, Inc.Certain insurance assetsOHIndependent Agency/Broker- Private Capital BackedRetailP&C
03/30/222022ALKEME Holdings CorporationSnapp & Associates Insurance Services Inc.CAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/25/222022NFP Corp.Achilles & AssociatesTXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/24/222022Higginbotham & Associates, Inc.Insurance and Risk Managers IncMSIndependent Agency/Broker- Private Capital BackedRetailP&C
03/24/222022The Hilb Group, LLCElias B. Cohen & Associates, L.L.C.NJIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/23/222022Arthur J. Gallagher & Co.Commercial Insurance Underwriters, Inc.MOPublic BrokerWholesaleP&C
03/21/222022Dai-ichi Life Holdings, Inc.A.U.L. Corp.CAInsurance CompanyWholesaleP&C
03/17/222022Galway Insurance HoldingsNew Energy Risk, Inc.CAIndependent Agency/Broker- Private Capital BackedWholesaleP&C
03/15/222022Alaska USA Federal Credit UnionMcAlister-Gray InsuranceAZOther BuyerRetailP&C
03/11/222022Hub International LimitedAssets of Midland Agency Insurance Corp.SCIndependent Agency/Broker- Private Capital BackedRetailP&C
03/10/222022Arthur J. Gallagher & Co.Hawley & Associates, LLCWAPublic BrokerMGAP&C
03/10/222022Inszone Insurance Services, Inc.TexStar Insurance Services, Inc.TXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/10/222022Integrity Marketing Group LLCThe Health Insurance PlacePAIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
03/09/222022Hub International LimitedNiedermeyer Risk Management, LLCORIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/09/222022Premera Blue CrossAmerican Senior Resources, Inc.WAInsurance CompanyWholesaleEB & Consulting
03/08/222022BroadStreet Partners, Inc.Book of businessNVIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/08/222022Hub International LimitedPacific Northwest Insurance, Inc.WAIndependent Agency/Broker- Private Capital BackedRetailP&C
03/08/222022Keystone Agency Investors LLCStrategic Insurance Partners Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
03/07/222022Hub International LimitedKuhl & Company InsuranceILIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/04/222022Hub International LimitedWestern Assurance Corp.NMIndependent Agency/Broker- Private Capital BackedRetailMulti Line
03/04/222022Keystone Agency Investors LLCAssets of Mantz Miller Insurance Agency Inc.PAIndependent Agency/Broker- Private Capital BackedRetailP&C
03/03/222022Baldwin Risk PartnersWestwood Insurance AgencyCAPublic BrokerRetailP&C
03/03/222022Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/222022Acrisure, LLCUndisclosed insurance agencyTXIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/222022BroadStreet Partners, Inc.Certain insurance assetsKSIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/222022BroadStreet Partners, Inc.Certain insurance assetsKSIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
03/01/222022Eastern Bankshares, Inc.Assets of Michals Insurance Agency, IncMABank or ThriftRetailP&C
03/01/222022Ensurise LLCHershberger Insurance Agency, Inc.MDIndependent Agency/BrokerRetailMulti Line
03/01/222022Hub International LimitedInsureon Holdings, LLCILIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/222022Inszone Insurance Services, Inc.GM Lawrence Insurance BrokerageCAIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/222022Integrity Marketing Group LLCResource Brokerage, LLCILIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
03/01/222022Peter C. Foy & Associates Insurance Services, LLCContractor Insurance Service of TexasTXIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/222022Peter C. Foy & Associates Insurance Services, LLCDenison & Associates Insurance, LLCMSIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/222022Peter C. Foy & Associates Insurance Services, LLCLogic Underwriters, Inc.TXIndependent Agency/Broker- Private Capital BackedWholesaleP&C
03/01/222022Peter C. Foy & Associates Insurance Services, LLCRenea S. Rowland Insurance Agency Inc.SCIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/222022Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyFLIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/222022Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyFLIndependent Agency/Broker- Private Capital BackedRetailP&C
03/01/222022Peter C. Foy & Associates Insurance Services, LLCZinc Insurance AgencyOHIndependent Agency/Broker- Private Capital BackedRetailP&C
02/28/222022ALKEME Holdings CorporationErm Insurance Brokers, LLCCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/28/222022Brown & Brown, Inc.Orchid Underwriters Agency, LLC/CrossCover Insurance ServicesPublic BrokerMGAP&C
02/23/222022High Street Insurance Partners, LLCThe Craft Agency, Inc.MIIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/17/222022Digital Insurance, Inc.Bouchey & Clarke BenefitsNYIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/16/222022A Max Auto InsuranceSameday Insurance Services Inc.CAIndependent Agency/BrokerRetailP&C
02/16/222022Choice Insurance Agency LLCMarley Insurance Inc.INIndependent Agency/BrokerRetailMulti Line
02/16/222022Risk Strategies Company, LLCJoyce, Jackman & Bell LLC/ Joyce Haggerty Bell Insurance Group LLCPAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/15/222022Inszone Insurance Services, Inc.Appling Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
02/15/222022U.S. Risk Insurance Group, Inc.McSweeny Agency, LLCNJIndependent Agency/Broker- Private Capital BackedWholesaleP&C
02/10/222022AntelopeAlgo Technologies, Inc.CAOther BuyerRetailP&C
02/10/222022Integrity Marketing Group LLCSenior Advisory Insurance ServicesNYIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
02/10/222022Relation Insurance, Inc.Assets of Sleeper Sewell Insurance Services, IncTXIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/09/222022Inszone Insurance Services, Inc.Keck Insurance Agency Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
02/09/222022XPT Group LLCInsurance Brokers IncorporatedINIndependent Agency/Broker- Private Capital BackedWholesaleP&C
02/08/222022Inszone Insurance Services, Inc.RISCO Insurance Services, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/08/222022Integrity Marketing Group LLCGlobal Premier Benefits, LLCMDIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
02/08/222022NFP Corp.East Coast Underwriters/Blue Ridge Captive Solutions PCC Inc.SCIndependent Agency/Broker- Private Capital BackedMGAEB & Consulting
02/03/222022Hub International LimitedAssets of AVI Commercial Insurance Marekting, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
02/03/222022Integrated Specialty Coverages, LLCAbacusCAIndependent Agency/Broker- Private Capital BackedMGAP&C
02/03/222022Oakbridge Insurance Agency LLCJenkins, Skipworth & Associates Inc.GAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
02/02/222022Galway Insurance HoldingsDelta General Agency CorporationTXIndependent Agency/Broker- Private Capital BackedMGAP&C
02/02/222022Keystone Agency Investors LLCC & G Insurance Agency Inc.ILIndependent Agency/Broker- Private Capital BackedRetailP&C
02/01/222022ACNB CorporationBusiness and Assets of Hockley & O'Donnell Insurance Agency, LLCPABank or ThriftRetailMulti Line
02/01/222022Acrisure, LLCEnrollment Benefit Concepts, LLCOHIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/01/222022BroadStreet Partners, Inc.Certain insurance assetsTXIndependent Agency/Broker- Private Capital BackedRetailP&C
02/01/222022Digital Insurance, Inc.Benefit Services GroupNYIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
02/01/222022Risk Strategies Company, LLCInnovative Risk Management, Inc.TXIndependent Agency/Broker- Private Capital BackedMGAP&C
02/01/222022World Insurance Associates, LLCAllied Partners Insurance, Inc.MDIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/31/222022Texan InsuranceTed Marek Insurance Agency, LPTXIndependent Agency/BrokerRetailP&CDownload
01/26/222022Digital Insurance, Inc.Steven Driss Insurance Agency, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/26/222022Higginbotham & Associates, Inc.J.M. Insurance Agency, Inc.TNIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/25/222022Element Risk ManagementW S Hoffman Insurance AgencyPAIndependent Agency/BrokerRetailP&C
01/25/222022Element Risk ManagementStoneburner-Carter Insurance, Inc.VAIndependent Agency/BrokerRetailP&C
01/25/222022Element Risk ManagementL&B Insurance & Financial ServicesPAIndependent Agency/BrokerRetailP&C
01/25/222022Integrity Marketing Group LLCLion Street, Inc.TXIndependent Agency/Broker- Private Capital BackedWholesaleEB & Consulting
01/24/222022USI Holdings CorporationD&H Risk Services Inc.TXIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/21/222022Digital Insurance, Inc.Mid Atlantic Benefit Solutions/Integrated Benefit ConceptsVAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/20/222022Alera Group, Inc.Heritage Risk ManagementTXIndependent Agency/Broker- Private Capital BackedRetailP&C
01/20/222022Relation Insurance, Inc.Assets of Ginsberg Agency LLCNYIndependent Agency/Broker- Private Capital BackedRetailP&C
01/18/222022Higginbotham & Associates, Inc.The Underwriters Group, IncKYIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/18/222022Inszone Insurance Services, Inc.Mirae Insurance ServicesCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/14/222022Insurance King Agency, Inc.Vic Bernardi Insurance Agency/The Insurance CenterILIndependent Agency/BrokerRetailP&C
01/14/222022Inszone Insurance Services, Inc.Pacific Redwood Insurance Agency, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
01/12/222022Association Member Benefits Advisors, Ltd.Mercer's Associations businessMOIndependent Agency/Broker- Private Capital BackedWholesaleMulti Line
01/12/222022Western & Southern Mutual Holding CompanyFabric Technologies, Inc.NYOther BuyerRetailP&C
01/11/222022Lovell Minnick Holdings LLCWarner PacificCAOther BuyerWholesaleEB & Consulting
01/11/222022Risk Strategies Company, LLCPMC Insurance Agency, Inc.MAIndependent Agency/Broker- Private Capital BackedWholesaleP&C
01/10/222022Highland Capital Brokerage, Inc.Hallett Financial Group, Inc./Quotacy Inc.MNIndependent Agency/BrokerWholesaleP&C
01/06/222022AssuredPartners, Inc.Fred C. ChurchMAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
01/06/222022Hub International LimitedRaffa Financial Services, Inc.MDIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/06/222022Swiss Re AGTMS Re Inc.MAOther BuyerMGAEB & Consulting
01/05/222022Digital Insurance, Inc.Davidow Financial & Insurance Services, IncCAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
01/05/222022Inszone Insurance Services, Inc.Cabrera Insurance & Financial ServicesAZIndependent Agency/Broker- Private Capital BackedRetailP&C
01/05/222022Lovell Minnick Holdings LLCUnderwriters Safety & Claims, Inc.KYOther BuyerMGAMulti Line
01/04/222022Acrisure, LLCAppalachian Underwriters, Inc.TNIndependent Agency/Broker- Private Capital BackedMGAP&C
01/04/222022Arthur J. Gallagher & Co.Risk Transfer Insurance Agency, LLCFLPublic BrokerMGAMulti Line
01/04/222022Crest Insurance Group, LLCFoster & Associates LLCCOIndependent Agency/BrokerRetailMulti Line
01/04/222022Galway Insurance HoldingsOversea Insurance Agency, Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
01/04/222022NSM Insurance Group, Inc.J.C. Taylor Insurance GroupPAIndependent Agency/Broker- Private Capital BackedMGAP&C
01/04/222022Renaissance Alliance Insurance Services, LLCAgency Network Exchange, LLCNJOther BuyerRetailMulti Line
01/04/222022Renaissance Alliance Insurance Services, LLCUnited Valley Insurance Services, Inc.CAOther BuyerRetailMulti Line
01/04/222022Zurich American Insurance Co.Special Insurance Services Inc.TXInsurance CompanyMGAP&C
01/03/222022Galway Insurance HoldingsInternational Assurance of TennesseeTNIndependent Agency/Broker- Private Capital BackedMGAP&C
01/03/222022MountainOne BankPittsfield Agency Branch of Cross InsuranceMABank or ThriftRetailMulti Line
01/01/222022BroadStreet Partners, Inc.Certain insurance assetsCOIndependent Agency/Broker- Private Capital BackedRetailP&C
01/01/222022Brown & Brown, Inc.Substantially all of the assets of HARCOTXPublic BrokerRetailEB & Consulting
01/01/222022GreenState Credit UnionJohn E. Goodmann Disbursements Company, Inc.IABank or ThriftRetailMulti Line
01/01/222022Higginbotham & Associates, Inc.Undisclosed Insurance AgencyGAIndependent Agency/Broker- Private Capital BackedRetailP&C
01/01/222022Higginbotham & Associates, Inc.Undisclosed Insurance AgencyALIndependent Agency/Broker- Private Capital BackedRetailP&C
01/01/222022Higginbotham & Associates, Inc.Undisclosed Insurance AgencyGAIndependent Agency/Broker- Private Capital BackedRetailP&C
01/01/222022The Hilb Group, LLCMark E. Malvaso AgencyNYIndependent Agency/Broker- Private Capital BackedRetailP&C
01/01/222022The Hilb Group, LLCMark Malvaso LLCNYIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Acentria InsuranceUndisclosed insurance agencyFLIndependent Agency/BrokerRetailP&C
12/31/212021Acentria InsuranceUndisclosed insurance agencyFLIndependent Agency/BrokerRetailP&C
12/31/212021Acrisure, LLCCornerstone Underwriting Partners, LLCTNIndependent Agency/Broker- Private Capital BackedMGAP&C
12/31/212021Acrisure, LLCMRA Inspection Service LLCSCIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Acrisure, LLCReliance Risk Solutions, LLCTNIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Acrisure, LLCUndisclosed insurance agencyTXIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Acrisure, LLCUndisclosed insurance agencyMTIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Acrisure, LLCUndisclosed insurance agencyTXIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Acrisure, LLCUndisclosed insurance agencyTNIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Acrisure, LLCUndisclosed insurance agencyIDIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Acrisure, LLCUndisclosed insurance agencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Acrisure, LLCUS Administrator Claims, LLCTNIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Alera Group, Inc.Cate-Russell Insurance, Inc.TNIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Alera Group, Inc.Foa & Son CorporationNYIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/31/212021Alera Group, Inc.Gales Insurance AgencyMIIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/31/212021AssuredPartners, Inc.Group Benefit Partners, LLCIAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/31/212021AssuredPartners, Inc.Sheffer Insurance Agency, LLCILIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/31/212021AssuredPartners, Inc.Valentine Insurance AgencyMOIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/31/212021BroadStreet Partners, Inc.Book of businessNYIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021BroadStreet Partners, Inc.certain insurance assetsGAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021BroadStreet Partners, Inc.certain insurance assetsINIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021BroadStreet Partners, Inc.Certain insurance assetsNMIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021BroadStreet Partners, Inc.Certain insurance assetsNVIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021BroadStreet Partners, Inc.Undisclosed insurance agencyILIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/31/212021Foundation Risk Partners, Corp.Undisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Heffernan Insurance BrokersBrignole & Ghiri InsuranceCAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/31/212021High Street Insurance Partners, LLCDan Thompson Agency, Inc.NCIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021High Street Insurance Partners, LLCFerullo Insurance Agencies, LLCPAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/31/212021High Street Insurance Partners, LLCHershey Insurance AgencyMIIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/31/212021High Street Insurance Partners, LLCInsurance Services GroupWAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021High Street Insurance Partners, LLCMount Pleasant Agency Inc.MIIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021High Street Insurance Partners, LLCPeter B. Crilly And Associates, Ltd.MDIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021High Street Insurance Partners, LLCWarren Insurance Group, LLCNCIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Hub International LimitedGroup captive unit of SedgwickTNIndependent Agency/Broker- Private Capital BackedMGAP&C
12/31/212021Inszone Insurance Services, Inc.Desert Mountain Insurance Services, Inc.AZIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/31/212021Keystone Agency Investors LLCAssets of DeLucia & DeZomba Insurance Agency, IncPAIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/31/212021Keystone Agency Investors LLCAssets of Holland Insurance GroupINIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/31/212021Keystone Agency Investors LLCAssets of Mentor Insurance LLCINIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Keystone Agency Investors LLCStuart Benefits Consulting, LLCPAIndependent Agency/Broker- Private Capital BackedRetailEB & Consulting
12/31/212021Keystone Agency Investors LLCNxtGen LLCINIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/31/212021King Insurance Agency, Inc.Don Marting Insurance, Inc.FLIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021King Insurance Agency, Inc.Insurance Den, Inc.FLIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Patriot Growth Insurance Services, LLCUndisclosed Insurance AgencyCAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Peter C. Foy & Associates Insurance Services, LLCAutomotive Development Services Inc.MTIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Peter C. Foy & Associates Insurance Services, LLCJ&L of Mississippi Inc.MSIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Peter C. Foy & Associates Insurance Services, LLCMichael D. Thorsland Insurance Agency Inc. dba Deluxe Insurance GroupMNIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyTXIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyWAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyVAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyMDIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyMDIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyMDIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyPAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Peter C. Foy & Associates Insurance Services, LLCUndisclosed Insurance AgencyMDIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021Risk Strategies Company, LLCPearl CompaniesILIndependent Agency/Broker- Private Capital BackedMGAP&C
12/31/212021Risk Strategies Company, LLCProSurance Group Inc.CAIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021The Hilb Group, LLCInsurance Consultants of Central FloridaFLIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/31/212021World Insurance Associates, LLCCertain assetsRIIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021World Insurance Associates, LLCDavid White book of businessRIIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021World Insurance Associates, LLCMid Atlantic Insurance Services, Inc.VAIndependent Agency/Broker- Private Capital BackedWholesaleP&C
12/31/212021World Insurance Associates, LLCPardee’s Agency, Inc.NYIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021World Insurance Associates, LLCSAS Insurance Agency, Inc.NJIndependent Agency/Broker- Private Capital BackedRetailP&C
12/31/212021World Insurance Associates, LLCSumner & Sumner, Inc.CTIndependent Agency/Broker- Private Capital BackedRetailMulti Line
12/30/212021Crest Insurance Group, LLCDraxler & Associates, Inc.AZIndependent Agency/BrokerRetailP&C
12/30/212021Gracey-Backer, Inc.Bob Edwards and Associates Inc.FLIndependent Agency/BrokerRetailP&C
12/30/212021INSURICA Insurance Management NetworkGulf Coast Insurance Agency, Inc.TXIndependent Agency/BrokerRetailMulti Line
12/30/212021Renegade, Inc.HIG Insurance GroupFLIndependent Agency/BrokerRetailP&C
12/30/212021Trusted Insurance Agency, Inc.Monteagle Insurance Services IncFLIndependent Agency/BrokerRetailP&C
12/30/212021World Insurance Associates, LLCSouthern Cross Insurance Solutions, LLCFLIndependent Agency/Broker- Private Capital BackedRetailP&C
12/29/212021Crest Insurance Group, LLCAllen Insurance and Real Estate, Inc.WYIndependent Agency/BrokerRetailP&C
12/29/212021Wellmann Insurance Agency, Inc.Siegeler Insurance Agency, Inc.TXIndependent Agency/BrokerRetailP&C
12/28/212021Oaktree Capital Management LPVelocity Risk Underwriters, LLCTNOther BuyerMGAP&C