Industry Transactions
Industry Transaction Details (as of June 30, 2026)
| Who’s Buying | |
|---|---|
| Insurance Brokerage | 785 |
| Insurance Carrier and Other | 18 |
| Banks and Thrifts | 7 |
| What’s Being Bought | |
|---|---|
| Full Service | 171 |
| P&C | 476 |
| Employee Benefits | 164 |
| Retail vs. Specialty | |
|---|---|
| Retail | 699 |
| Specialty | 112 |
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 2/28/2025
Source: S&P Global Market Intelligence, Insurance Journal, and other publicly available sources
<- If necessary, scroll to view table info ->
| Announced Date | Deal Year | Buyer | Seller | Seller Location | Buyer Type | Seller Type | Seller Line of Business | Press Release |
|---|---|---|---|---|---|---|---|---|
| 06/30/26 | 2026 | Integrity Marketing Group | Dependable Life Solutions | FL | Independent Agency/Broker - Private Capital-Backed | Wholesale | EB & Consulting | Download |
| 06/30/26 | 2026 | World Insurance Associates, LLC | Clarke Insurance | NJ | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 06/29/26 | 2026 | Leavitt Group Enterprises | Westco Insurance | CO | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 06/29/26 | 2026 | World Insurance Associates, LLC | Fillmore Insurance Agency | NY | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/25/26 | 2026 | Higginbotham & Associates | Turbeville Insurance Agency, Inc. | SC | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 06/25/26 | 2026 | King Risk Partners | Perry Insurance Agency, LLC | MA | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/24/26 | 2026 | Integrity Marketing Group | ABC Medicare | OK | Independent Agency/Broker - Private Capital-Backed | Wholesale | EB & Consulting | Download |
| 06/24/26 | 2026 | Matic | Policygenius P&C Portfolio | NY | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/24/26 | 2026 | Primus Capital | Matic | OH | Other Buyer | Retail | P&C | Download |
| 06/24/26 | 2026 | Westfield Insurance | DOXA's Arris Property Portfolio | IN | Insurance Company | MGA | P&C | Download |
| 06/23/26 | 2026 | Arthur J. Gallagher & Co | Cincinnati Benefit Solutions | OH | Public Broker | Retail | EB & Consulting | Download |
| 06/23/26 | 2026 | Inszone Insurance Services | BenefitRiver, LLC | CO | Independent Agency/Broker - Private Capital-Backed | Retail | EB & Consulting | Download |
| 06/19/26 | 2026 | Leavitt Group Enterprises | Union Colony Insurance | CO | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 06/18/26 | 2026 | Inszone Insurance Services | Webtec Insurance Services | CO | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/18/26 | 2026 | World Insurance Associates, LLC | Wolpert Insurance Agency | MA | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/16/26 | 2026 | Higginbotham & Associates | Blanton & Griffin Insurance Agency | GA | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/16/26 | 2026 | Inszone Insurance Services | Sanford, Bruker & Banks, Inc. | GA | Bank or Thrift | Retail | P&C | Download |
| 06/16/26 | 2026 | Leavitt Group Enterprises | Attain Insurance | AL | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/15/26 | 2026 | R W Troxell & Co | Denton-Merritt-Dycus Insurance Agency | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 06/12/26 | 2026 | Centri Business Consulting | Altair Associates, Inc. | MN | Other Buyer | Wholesale | P&C | Download |
| 06/10/26 | 2026 | Aon Corporation | Signature Personal Insurance | MO | Public Broker | Retail | P&C | Download |
| 06/10/26 | 2026 | Leavitt Group Enterprises | Dolan & Edwards Insurance | NV | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 06/10/26 | 2026 | Trucordia | Hecht-Stout Agency | IL | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 06/09/26 | 2026 | Inszone Insurance Services | Professional Insurance Strategies, LLC | AZ | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/09/26 | 2026 | Integrated Insurance Solutions | Appel Insurance Advisors, LLC | MA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 06/09/26 | 2026 | Integrity Marketing Group | Alfary Group | NJ | Independent Agency/Broker - Private Capital-Backed | Wholesale | EB & Consulting | Download |
| 06/09/26 | 2026 | Union Bay Risk Advisors | Arlington Agency, Inc. | MI | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/08/26 | 2026 | AVN Group | Associated Specialty Insurance Agency LLC | PA | Independent Agency/Broker - Private Capital-Backed | Wholesale | P&C | Download |
| 06/05/26 | 2026 | Heffernan Insurance Brokers | WALTERRY, INCORPORATED | MD | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | |
| 06/03/26 | 2026 | BroadStreet Partners | Responsive Insurance Inc. | FL | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 06/03/26 | 2026 | Novacore, Inc. | Euclid Insurance Services, Inc. | NY | Independent Agency/Broker - Private Capital-Backed | MGA | P&C | Download |
| 06/01/26 | 2026 | Aaa Western & Central New York | Mesi Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 06/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | ||
| 05/22/26 | 2026 | ACBS Insurance Services | Meade Insurance Agency, Inc. | FL | Independent Agency/Broker | Retail | Multi Line | |
| 05/20/26 | 2026 | The Hilb Group | Old Kentucky Insurance, Inc. | KY | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | |
| 05/19/26 | 2026 | OneDigital | Princeton Insurance Agency, Inc. | MN | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 05/14/26 | 2026 | King Risk Partners | The Roberts Agency, Inc. | CT | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | Download |
| 05/06/26 | 2026 | Oakbridge Insurance Agency | Undisclosed Insurance Agency | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | ||
| 05/01/26 | 2026 | Acrisure, LLC | Undisclosed Insurance Agency | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | ||
| 05/01/26 | 2026 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | ||
| 05/01/26 | 2026 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | ||
| 05/01/26 | 2026 | Heffernan Insurance Brokers | Kristin Manwaring Insurance Associates, Inc. | Independent Agency/Broker - Private Capital-Backed | Retail | EB & Consulting | ||
| 05/01/26 | 2026 | Sunstar Insurance Group | Thomas Harrison & Associates Insurance Agency, Inc. | AL | Bank or Thrift | Retail | P&C | Download |
| 04/24/26 | 2026 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | ||
| 04/19/26 | 2026 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | ||
| 04/10/26 | 2026 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | ||
| 04/07/26 | 2026 | King Risk Partners | New England Property & Casualty, Inc. | CT | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 04/03/26 | 2026 | High Street Insurance Partners | Undisclosed Insurance Agency | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | ||
| 04/01/26 | 2026 | Aon Corporation | ShoreOne | Public Broker | MGA | P&C | Download | |
| 04/01/26 | 2026 | YMI Insurance | Carl H Myers Agency Ltd | PA | Independent Agency/Broker | Retail | P&C | Download |
| 04/01/26 | 2026 | YMI Insurance | ROBERTSON INSURANCE GROUP, LLC | PA | Independent Agency/Broker | Retail | P&C | Download |
| 03/30/26 | 2026 | Leavitt Group Enterprises | Holliway Insurance Agency | Independent Agency/Broker | Retail | P&C | Download | |
| 03/27/26 | 2026 | Relation Insurance Services | Chinook Insurance Group | Independent Agency/Broker | Retail | P&C | Download | |
| 03/24/26 | 2026 | Inszone Insurance Services | Schuessler Insurance, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 03/19/26 | 2026 | Sunstar Insurance Group | Clay & Land | TN | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 03/19/26 | 2026 | Tokio Marine HCC | On Demand Insurance Agency | OK | Insurance Company | Retail | P&C | Download |
| 03/18/26 | 2026 | Integrity Marketing Group | ABN Financial | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 03/18/26 | 2026 | Warburg Pincus | TheGuarantors | Other Buyer | MGA | P&C | Download | |
| 03/17/26 | 2026 | Inszone Insurance Services | Ohio Valley Insurance, LLC | Independent Agency/Broker | Retail | P&C | Download | |
| 03/16/26 | 2026 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | KY | Independent Agency/Broker | Retail | P&C | |
| 03/15/26 | 2026 | Inszone Insurance Services | Undisclosed Insurance Agency | Independent Agency/Broker - Private Capital-Backed | Retail | P&C | ||
| 03/12/26 | 2026 | Inszone Insurance Services | Charles James Cayias Insurance, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 03/12/26 | 2026 | Relation Insurance Services | Rummel Associates | Independent Agency/Broker | Retail | P&C | Download | |
| 03/11/26 | 2026 | A-MAX Insurance | Best Buy Insurance | UT | Independent Agency/Broker | Retail | P&C | Download |
| 03/10/26 | 2026 | Beazley Group | kWh Analytics, Inc. | NE | Insurance Company | MGA | P&C | Download |
| 03/10/26 | 2026 | Highstreet Insurance Partners | Undisclosed Insurance Agency | CA | Independent Agency/Broker | Retail | P&C | |
| 03/10/26 | 2026 | Inszone Insurance Services | Jaffery Insurance and Financial Services, Inc | Independent Agency/Broker | Retail | P&C | Download | |
| 03/10/26 | 2026 | Integrity Marketing Group | MG3 Enterprises | NY | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 03/10/26 | 2026 | Risk Theory | Roundhill Express | Independent Agency/Broker | MGA | P&C | Download | |
| 03/10/26 | 2026 | Woodlands Financial Group | Asset Protection Insurance Associates | Public Broker | MGA | P&C | Download | |
| 03/09/26 | 2026 | Arthur J. Gallagher & Co. | S Philips Surety & Insurance Services, Inc. | Public Broker | Wholesale | P&C | Download | |
| 03/06/26 | 2026 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | CA | Independent Agency/Broker | Retail | P&C | |
| 03/05/26 | 2026 | King Risk Partners | PRL Associates | Independent Agency/Broker | Retail | P&C | Download | |
| 03/05/26 | 2026 | Leavitt Group Enterprises | River Bend Strategies | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 03/04/26 | 2026 | Aon Corporation | Trinity Risk Advisors, Inc. | KS | Public Broker | Retail | P&C | Download |
| 03/04/26 | 2026 | Mariner Wealth Advisors | Cowell Insurance Services, Inc. | Other Buyer | Retail | P&C | Download | |
| 03/03/26 | 2026 | Foundation Risk Partners, Corp. | Undisclosed Insurance Agency | GA | Independent Agency/Broker | Retail | P&C | |
| 03/02/26 | 2026 | SullivanCurtisMonroe Insurance Services | Mercury General Corporation | MO | Independent Agency/Broker | Retail | P&C | Download |
| 03/02/26 | 2026 | WalkerHughes Insurance | Hometown Insurance Agency LLC | Independent Agency/Broker | Retail | Multi Line | Download | |
| 03/02/26 | 2026 | World Insurance Associates | Undisclosed Insurance Agency | CA | Independent Agency/Broker | Retail | P&C | |
| 03/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 03/01/26 | 2026 | BroadStreet Partners | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 03/01/26 | 2026 | World Insurance Associates | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 03/01/26 | 2026 | World Insurance Associates, LLC | ML Ruberton Agency | NJ | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 03/01/26 | 2026 | World Insurance Associates, LLC | MLR Risk Management | NJ | Independent Agency/Broker - Private Capital-Backed | Retail | Multi Line | Download |
| 02/28/26 | 2026 | Inszone Insurance Services | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 02/27/26 | 2026 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 02/27/26 | 2026 | White Mountains Insurance Group | Bishop Street Underwriters | CA | Other Buyer | MGA | P&C | Download |
| 02/26/26 | 2026 | Higginbotham & Associates | Monarch Solutions, Inc. | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/26/26 | 2026 | Hub International | Proper Insurance | MT | Independent Agency/Broker | MGA | P&C | Download |
| 02/26/26 | 2026 | King Risk Partners | Lewis Insurance, Inc. | Independent Agency/Broker | Retail | P&C | Download | |
| 02/26/26 | 2026 | Relation Insurance Services | Thorn Creek Insurance Services Inc. | IL | Independent Agency/Broker | Retail | P&C | Download |
| 02/25/26 | 2026 | Woodlands Financial Group | Lofton-Wells, LLC | Public Broker | Retail | P&C | ||
| 02/24/26 | 2026 | The Hilb Group | Property And Casualty Insurance And Employee Benefits Agency In South Carolina | Independent Agency/Broker | Retail | Multi Line | ||
| 02/24/26 | 2026 | WalkerHughes Insurance | Sacksteder Worland Insurance Agency, Inc. | OH | Independent Agency/Broker | Retail | P&C | Download |
| 02/23/26 | 2026 | Vistria Group | Lumen Holdings | TX | Other Buyer | MGA | P&C | Download |
| 02/18/26 | 2026 | BayPine | Relation Insurance Services, Inc. | CA | Other Buyer | Retail | Multi Line | Download |
| 02/18/26 | 2026 | Hub International | Logistiq Insurance Solutions | CA | Independent Agency/Broker | MGA | P&C | Download |
| 02/17/26 | 2026 | Arthur J. Gallagher & Co. | B&W Insurance Agency, Inc. | PA | Public Broker | Retail | P&C | Download |
| 02/17/26 | 2026 | Brown & Brown | American Adventure Insurance | Public Broker | Wholesale | P&C | Download | |
| 02/17/26 | 2026 | King Risk Partners | Ten Eyck Group | NY | Independent Agency/Broker | Retail | P&C | |
| 02/15/26 | 2026 | Inszone Insurance Services | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 02/15/26 | 2026 | The Hilb Group | Undisclosed Insurance Agency | TN | Independent Agency/Broker | Retail | P&C | |
| 02/13/26 | 2026 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 02/12/26 | 2026 | Alliant Insurance Services | For-Hire Trucking Portfolio | TX | Independent Agency/Broker | Retail | P&C | Download |
| 02/12/26 | 2026 | Inszone Insurance Services | Scarbrough, Medlin & Associates, Inc. | TX | Independent Agency/Broker | Retail | P&C | Download |
| 02/12/26 | 2026 | King Risk Partners | Hanc Corporation | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 02/12/26 | 2026 | R.E.Chaix & Associates Insurance Brokers | US Pro Insurance Services | Independent Agency/Broker | Wholesale | P&C | Download | |
| 02/10/26 | 2026 | REVAU Advanced Underwriting Inc. | Triad Oilfield Underwriters, LLC | TX | Independent Agency/Broker | MGA | P&C | Download |
| 02/10/26 | 2026 | Simplicity Group Holdings | Wholehan Marketing, Inc. | OH | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 02/09/26 | 2026 | Afore Insurance Services | Myron K. Hobbs & Company, LLC | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 02/05/26 | 2026 | Fiesta Insurance Franchise Corporation | Pronto General Agency, Ltd. | TX | Independent Agency/Broker | MGA | P&C | |
| 02/04/26 | 2026 | Allen Insurance & Financial | William E. Clark Insurance Agency, Inc. | Independent Agency/Broker | Retail | P&C | ||
| 02/03/26 | 2026 | Arthur J. Gallagher & Co. | 3D Advisors Inc. | MI | Public Broker | Wholesale | EB & Consulting | Download |
| 02/03/26 | 2026 | Sunstar Insurance Group | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 02/02/26 | 2026 | Arthur J. Gallagher & Co. | Hunt Financial Group | SC | Public Broker | Retail | EB & Consulting | Download |
| 02/02/26 | 2026 | K2 Insurance Services | Rising Edge's Management Liability Unit | Independent Agency/Broker | MGA | P&C | Download | |
| 02/02/26 | 2026 | Marsh & McLennan Companies | Robinson & Son, LLC | NY | Public Broker | Retail | P&C | Download |
| 02/02/26 | 2026 | Novacore | CP Insurance Associates | TX | Independent Agency/Broker | MGA | P&C | Download |
| 02/02/26 | 2026 | Oakbridge Insurance Agency | Undisclosed Insurance Agency | ME | Independent Agency/Broker | Retail | P&C | |
| 02/01/26 | 2026 | BroadStreet Partners | ASZ International, Inc | Independent Agency/Broker | Retail | P&C | Download | |
| 02/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 02/01/26 | 2026 | The Hilb Group | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 02/01/26 | 2026 | World Insurance Associates | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/31/26 | 2026 | Inszone Insurance Services | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/30/26 | 2026 | Alliant Insurance Services | Help Button Inc. | CA | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/30/26 | 2026 | Ansay & Associates | Preston Insurance Agency | IL | Independent Agency/Broker | Retail | P&C | Download |
| 01/30/26 | 2026 | WalkerHughes Insurance | Clark Insurance Agency | MO | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/30/26 | 2026 | WalkerHughes Insurance | Inman Insurance Agency | MO | Independent Agency/Broker | Retail | P&C | Download |
| 01/29/26 | 2026 | Integrity Marketing Group | The Disruption Group | CO | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 01/29/26 | 2026 | Third Wave Insurance | P&C Legacy, LLC | GA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/27/26 | 2026 | Integrated Specialty Coverages | Specialty Brokerage Services | OH | Independent Agency/Broker | Wholesale | P&C | Download |
| 01/26/26 | 2026 | Cushman Insurance Group | Bergeron Agency | MA | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/23/26 | 2026 | Integrity Marketing Group | TDG Financial | NC | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 01/23/26 | 2026 | Relation Insurance Services | PT Business Solutions | SC | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/22/26 | 2026 | Warner Pacific Insurance Services | Brokers Holding Group, LLC | SC | Independent Agency/Broker | MGA | EB & Consulting | Download |
| 01/22/26 | 2026 | World Insurance Associates | Jersey Coast Insurance | Independent Agency/Broker | Retail | P&C | Download | |
| 01/21/26 | 2026 | EPIC (Edgewood Partners Insurance Center) | The Bond Exchange & Insurance Agency | CA | Independent Agency/Broker | Wholesale | P&C | Download |
| 01/21/26 | 2026 | Integrity Marketing Group | ST6 Insurance Group | NC | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 01/21/26 | 2026 | Trucordia | Florida Insurance | FL | Independent Agency/Broker | Retail | P&C | Download |
| 01/20/26 | 2026 | AmeriLife Group | Plan Medicare | NY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/13/26 | 2026 | Baldwin Risk Partners | Obie | IL | Public Broker | MGA | P&C | Download |
| 01/13/26 | 2026 | United Risk Global | DUAL's Crisis Management program | Independent Agency/Broker | MGA | P&C | Download | |
| 01/12/26 | 2026 | First Mid Bancshares | Downs Insurance Agency, Inc. | Bank or Thrift | Retail | P&C | Download | |
| 01/12/26 | 2026 | INSURICA Insurance Management Network | First Light Program Managers, Inc. | FL | Independent Agency/Broker | MGA | P&C | Download |
| 01/12/26 | 2026 | Starkweather & Shepley Insurance Brokerage | DiMatteo Insurance Brokers | CT | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/09/26 | 2026 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/09/26 | 2026 | Jewelers Mutual Group | EventGuard | Independent Agency/Broker | Wholesale | P&C | Download | |
| 01/08/26 | 2026 | Baldwin Risk Partners | Capstone Insurance Group, Inc. | PA | Public Broker | Retail | Multi Line | Download |
| 01/08/26 | 2026 | Brown & Brown | Assets of Shoemaker & Besser Insurance Group, Inc | PA | Public Broker | MGA | P&C | Download |
| 01/08/26 | 2026 | Integrity Marketing Group | Aimcor Group, LLC | PA | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 01/07/26 | 2026 | Marshall & Sterling Insurance | Sidle Insurance | NY | Independent Agency/Broker | Retail | Multi Line | Download |
| 01/06/26 | 2026 | The Hilb Group | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/05/26 | 2026 | CRC Group | Euclid Transactional, LLC | NY | Independent Agency/Broker | MGA | P&C | Download |
| 01/05/26 | 2026 | Howden Group | Atlantic Global Risk LLC | NY | Independent Agency/Broker | Retail | P&C | Download |
| 01/02/26 | 2026 | Oakbridge Insurance Agency | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/26 | 2026 | ALKEME Holdings Corporation | Western Alliance Agency | WY | Independent Agency/Broker | Retail | P&C | |
| 01/01/26 | 2026 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 01/01/26 | 2026 | BroadStreet Partners | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 01/01/26 | 2026 | Krause Brokerage Services | Preneed Insurance Division & Its Existing Funeral Home Relationships of ELCO Mut | Independent Agency/Broker | Wholesale | EB & Consulting | Download | |
| 01/01/26 | 2026 | Lawley Insurance | Witkin Scott Associates, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/26 | 2026 | MountainOne Bank | Amy R. Morey Insurance | MA | Bank or Thrift | Retail | P&C | Download |
| 01/01/26 | 2026 | Schrager Hampson Aviation Insurance Agency | Einstein Insurance Inc. | OR | Independent Agency/Broker | Retail | P&C | Download |
| 01/01/26 | 2026 | The Hilb Group | Breuninger Insurance | PA | Independent Agency/Broker | Retail | P&C | |
| 01/01/26 | 2026 | The Liberty Company Insurance Brokers | Smart Insurance Agents LLC | IL | Independent Agency/Broker | Retail | EB & Consulting | |
| 01/01/26 | 2026 | Value Financial Holdings | BLT Insurance Solutions, LLC | Independent Agency/Broker | Retail | EB & Consulting | Download | |
| 12/31/25 | 2025 | Inszone Insurance Services | Bierschwale Rees Insurance | TX | Independent Agency/Broker | Retail | P&C | Download |
| 12/31/25 | 2025 | Inszone Insurance Services | Pikes Peak Insurance Agency | CO | Independent Agency/Broker | Retail | P&C | Download |
| 12/30/25 | 2025 | Inszone Insurance Services | Sample Insurance Group, LLC | CO | Independent Agency/Broker | Retail | P&C | Download |
| 12/29/25 | 2025 | Inszone Insurance Services | Shahinian Insurance Services, Inc. | CA | Independent Agency/Broker | Retail | P&C | Download |
| 12/24/25 | 2025 | Inszone Insurance Services | Northern Insurance Group, Ltd | IL | Independent Agency/Broker | Retail | P&C | Download |
| 12/23/25 | 2025 | Leavitt Group Enterprises | Areawide Insurance Advisors | TX | Independent Agency/Broker | Retail | P&C | Download |
| 12/22/25 | 2025 | Leavitt Group Enterprises | Bryan Zane Terry & Associates | NV | Independent Agency/Broker | Retail | P&C | Download |
| 12/22/25 | 2025 | Platte Valley Financial Service Companies | Enevoldsen Insurance Agency | NE | Bank or Thrift | Retail | Multi Line | Download |
| 12/22/25 | 2025 | Platte Valley Financial Service Companies | Kimball Insurance | NE | Bank or Thrift | Retail | Multi Line | Download |
| 12/19/25 | 2025 | Warner Pacific Insurance Services | Local Insurance Advisors | OK | Independent Agency/Broker | Wholesale | EB & Consulting | Download |
| 12/17/25 | 2025 | Aon Corporation | Alan J. Zuccari, Inc. | VA | Public Broker | Retail | Multi Line | Download |
| 12/17/25 | 2025 | Peloton Capital Management | Starfish Specialty | NY | Other Buyer | MGA | P&C | Download |
| 12/15/25 | 2025 | ALKEME Holdings Corporation | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 12/15/25 | 2025 | Brown & Brown | Assets of J. Kevin Campbell Agency, Inc | FL | Public Broker | Retail | P&C | Download |
| 12/11/25 | 2025 | Aon Corporation | Undisclosed Insurance Agency | Public Broker | Retail | P&C | ||
| 12/11/25 | 2025 | HPN Holdings | Orange Auto Insurance, Inc. | FL | Other Buyer | Wholesale | P&C | Download |
| 12/10/25 | 2025 | Acrisure | Vave | Independent Agency/Broker | MGA | P&C | Download | |
| 12/10/25 | 2025 | AmeriLife Group | Tyler Insurance Group | KY | Independent Agency/Broker | Retail | EB & Consulting | Download |
| 12/10/25 | 2025 | Higginbotham & Associates | Synergy Insurance Group | IN | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/10/25 | 2025 | Willis Towers Watson | Newfront | CA | Public Broker | Retail | Multi Line | Download |
| 12/09/25 | 2025 | WalkerHughes Insurance | Benhoff Insurance Agency | IL | Independent Agency/Broker | Retail | Multi Line | Download |
| 12/08/25 | 2025 | Afore Insurance Services | Resolve Insurance Group, Inc. | NC | Independent Agency/Broker | Retail | P&C | Download |
| 12/08/25 | 2025 | Undisclosed buyer | Ryan Specialty Holdings, Inc. | IL | Independent Agency/Broker | MGA | P&C | Download |
| 12/04/25 | 2025 | King Risk Partners | Arnold Insurance Agency, Inc. | OH | Independent Agency/Broker | Retail | P&C | Download |
| 12/04/25 | 2025 | Trucordia | First Texas Agency | Independent Agency/Broker | Retail | P&C | ||
| 12/04/25 | 2025 | Trucordia | Global Financial & Insurance Services, Inc. | TX | Independent Agency/Broker | Retail | P&C | Download |
| 12/03/25 | 2025 | King Risk Partners | Stewart Agency, Inc. | NY | Independent Agency/Broker | Retail | P&C | Download |
| 12/02/25 | 2025 | Baldwin Risk Partners | Cobbs Allen Capital Holdings, LLC | CO | Public Broker | Retail | Multi Line | Download |
| 12/01/25 | 2025 | ALKEME Holdings Corporation | Centennial State Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 12/01/25 | 2025 | Alliant Insurance Services | The Go Solution, LLC | Independent Agency/Broker | Retail | P&C | ||
| 12/01/25 | 2025 | Alliant Insurance Services | Undisclosed Insurance Agency | Independent Agency/Broker | Retail | P&C | ||
| 12/01/25 | 2025 | Balance Partners | CURE Programs | NY | Independent Agency/Broker | MGA | P&C | Download |
| 12/01/25 | 2025 | BroadStreet Partners | Certain Insurance Assets | Independent Agency/Broker | Retail | P&C | ||
| 12/01/25 | 2025 | Davis & Towle Group | The Insurance Source, Inc. | NH | Independent Agency/Broker | Retail | P&C | Download |