Industry Transactions

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Acquisition Details

Who’s Buying
Insurance Brokers – Independent 60
Insurance Brokers – Public 29
Insurance Brokers – Private Capital-Backed 334
Insurance Carrier and Other 26
Banks and Thrifts 5
What’s Being Bought
Full Service122
P&C 252
Employee Benefits 80
Retail vs. Specialty
Retail 347
Specialty 107

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 09/30/2023.

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

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Announced Date Deal Year Buyer Seller Seller Location Buyer Type Seller Type Seller Line of Business Press Release
07/25/07 2007 Evans Bancorp, Inc. L.R. Frank & Associates, Inc. NY Bank or Thrift
07/25/07 2007 Hilb Rogal & Hobbs Company Resource Group, L.C. KS Public Broker Retail EB & Consulting
07/24/07 2007 Berkshire Hathaway Inc. Boat America Corporation VA Insurance Company Retail P&C
07/20/07 2007 Brooke Corporation Undisclosed Seller (six insurance agencies) OK Other Buyer
07/19/07 2007 Hiscox Ltd. Aon Corporation (portfolio of kidnap and ransom business) Insurance Company Retail P&C
07/16/07 2007 Arthur J. Gallagher & Co. Spanjers Insurance Agency, Inc. MN Public Broker Retail P&C
07/11/07 2007 U.S. Risk Insurance Group, Inc. Boston Insurance Brokerage, Inc. MA Independent Agency/Broker Wholesale P&C
07/09/07 2007 Delek Group Ltd. Southern States General Agency, Inc. LA Other Buyer Wholesale P&C
07/05/07 2007 Hub International Limited Hudson Eldridge Insurance Agency Inc. MA Independent Agency/Broker- Private Capital Backed Retail P&C
07/05/07 2007 Hub International Limited Steel City Agency CO Independent Agency/Broker- Private Capital Backed Retail P&C
07/02/07 2007 James River Group, Inc. Align Financial Group CA Insurance Company
07/02/07 2007 Marshall & Sterling Insurance, Inc. Putnam Benefits and Insurance Agency, Inc. NY Independent Agency/Broker
07/01/07 2007 Assurex International Corp. BIG Group, LLC TN Independent Agency/Broker
07/01/07 2007 Assurex International Corp. CLS Benefit Solutions, Inc. IN Independent Agency/Broker Retail EB & Consulting
06/30/07 2007 Undisclosed buyer MB Financial, Inc. (insurance brokerage business) Other Buyer
06/29/07 2007 Temple-Inland, Inc. Hilliard Box Insurance TX Bank or Thrift Retail P&C
06/28/07 2007 Northeast Bancorp Russell Insurance Agency ME Bank or Thrift Retail P&C
06/27/07 2007 BB&T Corporation Carswell Insurance Services SC Bank or Thrift Retail P&C
06/25/07 2007 AmTrust Financial Services, Inc. Associated Industries Insurance Services, Inc. FL Insurance Company Wholesale P&C
06/25/07 2007 Anthony Clark International Insurance Brokers Ltd. Brooke Franchise Corporation (fixed assets and customer accounts of Low Cost Insurance Services, Inc.) Independent Agency/Broker Retail P&C
06/22/07 2007 LTC Global Solutions, Inc. Gelbwaks Insurance Services FL Independent Agency/Broker Retail EB & Consulting
06/22/07 2007 Wells Fargo & Company Universal Insurance Services, Inc. MI Bank or Thrift Retail P&C
06/20/07 2007 EPIC (Edgewood Partners Insurance Center) Calco Insurance Brokers & Agents, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
06/18/07 2007 J. Smith Lanier & Co. Powell-Walton-Milward KY Independent Agency/Broker Retail P&C
06/15/07 2007 Markel Corporation Cambridge Alliance VT Insurance Company Wholesale P&C
06/05/07 2007 Hilb Rogal & Hobbs Company Charlton Manley Insurance, Inc. KS Public Broker Retail P&C
06/04/07 2007 Myers, Reese, Smith & Chester, Inc. Insurance Partners Agency OH Independent Agency/Broker Retail P&C
06/04/07 2007 Riggs, Counselman, Michaels & Downes, Incorporated JZA, Inc. MD Independent Agency/Broker
06/01/07 2007 Alliant Insurance Services Alliant Insurance Services, Inc. CA Independent Agency/Broker- Private Capital Backed Retail P&C
06/01/07 2007 Arthur J. Gallagher & Co. Carpenter, Cammack & Associates, Inc. NC Public Broker Retail P&C
06/01/07 2007 Greylock Insurance Agency Gallup & Casey Insurance Services, Inc. MA Independent Agency/Broker
06/01/07 2007 Norman Spencer McKernan, Inc. Target Insurance Group FL Independent Agency/Broker Wholesale P&C
05/31/07 2007 Arthur J. Gallagher & Co. Woods & Grooms, Inc. IN Public Broker Retail P&C
05/31/07 2007 NII Brokerage, LLC RPM Group NY Independent Agency/Broker Retail P&C
05/31/07 2007 TowneBank Weber, Pile & Associates VA Bank or Thrift Retail EB & Consulting
05/31/07 2007 USI Holdings Corporation PWR Insurance Services, Inc CA Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
05/30/07 2007 BB&T Corporation Reese Insurance Associates, Inc. GA Bank or Thrift Retail P&C
05/29/07 2007 First American Corporation Harrison Title Agency Ltd. OH Insurance Company Retail P&C
05/22/07 2007 Hilb Rogal & Hobbs Company Urman Company CO Public Broker Retail EB & Consulting
05/14/07 2007 AmWINS Group American Equity Underwriters Inc AL Independent Agency/Broker- Private Capital Backed Wholesale P&C
05/07/07 2007 Universal American Financial Corp. MemberHealth Inc. OH Insurance Company
05/05/07 2007 Wyncrest Group, Inc. Southwest Financial Group, Inc. TX Other Buyer
05/02/07 2007 J.C. Flowers & Co. LLC BISYS Insurance Services PA Other Buyer Wholesale P&C
05/02/07 2007 NFP Corp. 3 benefits firms Public Broker
05/01/07 2007 Arthur J. Gallagher & Co. Tropp & Company, Inc. IL Public Broker Retail P&C
05/01/07 2007 FinCor Holdings Inc. Michigan Health & Hospital Association (Insurance Services & Employee Safety & Disability Management divisions) Other Buyer Retail P&C
05/01/07 2007 Hilb Rogal & Hobbs Company Global Special Risks, LLC LA Public Broker Wholesale P&C
05/01/07 2007 USI Holdings Corporation Steven E. Goldin Insurance, Inc. FL Independent Agency/Broker- Private Capital Backed Retail EB & Consulting
04/27/07 2007 Summit Financial Group, Inc. Kelly Insurance Agency, Inc. VA Bank or Thrift Retail P&C
04/25/07 2007 Symetra Financial Corporation Medical Risk Managers Inc. CT Insurance Company Wholesale EB & Consulting
04/18/07 2007 Arthur J. Gallagher & Co. Melton Insurance Associates, Inc. TX Public Broker Retail P&C
04/17/07 2007 Johnson Financial Group, Inc. Peak Benefit Solutions AZ Bank or Thrift Retail EB & Consulting
04/17/07 2007 Sunmark Federal Credit Union Hallmark Services Inc. NY Other Buyer Retail P&C
04/16/07 2007 Meadowbrook Insurance Group, Inc. U.S. Specialty Underwriters, Inc. OH Insurance Company Wholesale P&C
04/16/07 2007 Oak Hill Financial, Inc. Meeker & Meeker Inc. OH Bank or Thrift Retail P&C
04/11/07 2007 EBSCO Industries, Inc. ANB Insurance Services, Inc. AL Other Buyer Retail P&C
04/03/07 2007 American International Group, Inc. Fairfax Financial Holdings Limited (sSubstantially all assets of SRO Napa) CA Insurance Company Wholesale P&C
04/03/07 2007 Brown & Brown, Inc. United Employers Insurance Agency Inc. TX Public Broker Retail P&C
04/02/07 2007 IBERIABANK Corporation United Title of Louisiana, Inc. LA Bank or Thrift Retail P&C
04/01/07 2007 Ahrold · Fay & Co. Brook E. Rosenberg & Associates, Inc. IA Independent Agency/Broker
04/01/07 2007 Brown & Brown, Inc. Sobel Affiliates, Inc. NY Public Broker Retail P&C
04/01/07 2007 Security State Bank Holding Company FPM Insurance Inc. ND Bank or Thrift Retail P&C
03/31/07 2007 BancFirst Corporation Armor Assurance Group OK Bank or Thrift Retail P&C
03/31/07 2007 NFP Corp. 7 undisclosed companies Public Broker
03/31/07 2007 Undisclosed buyer DCAP Group, Inc. (book of business) Other Buyer
03/30/07 2007 Northeast Bancorp Southern Maine Insurance Agency Inc. ME Bank or Thrift Retail P&C
03/30/07 2007 Undisclosed buyer TexCap Insurance Services, LP Other Buyer
03/28/07 2007 AXIS Capital Holdings Limited Media/Professional Insurance Inc. MO Insurance Company Wholesale P&C
03/27/07 2007 Appalachian Underwriters Inc. Creative Insurance Underwriters, Inc FL Independent Agency/Broker Wholesale P&C
03/26/07 2007 Alliance Bankshares Corporation Thomas Agency Inc. VA Bank or Thrift Retail P&C
03/26/07 2007 Brown & Brown, Inc. Grinspec, Inc. NJ Public Broker Retail EB & Consulting
03/14/07 2007 Hub International Limited BNC Insurance Services, Inc. AZ Public Broker Retail P&C
03/09/07 2007 Beazley Group, PLC Sapphire Blue, LLC IL Insurance Company Wholesale P&C
03/09/07 2007 LTC Global Solutions, Inc. Senior Wealth Care Insurance Services TX Independent Agency/Broker Retail EB & Consulting
03/07/07 2007 Markel Corporation Black/White & Associates Insurance Brokers Inc. (Social Services Program business) Insurance Company Wholesale P&C
03/05/07 2007 UnitedHealth Group Incorporated Hartford Financial Services Group, Inc. (medical stop loss insurance business) Insurance Company Wholesale EB & Consulting
03/01/07 2007 Arthur J. Gallagher & Co. ISG International, Inc. MD Public Broker Wholesale P&C
03/01/07 2007 Arthur J. Gallagher & Co. Producer's Choice, Inc. FL Public Broker Wholesale EB & Consulting
03/01/07 2007 Community First Bancshares, Inc. Brundige Insurance Agency, LLC TN Bank or Thrift
03/01/07 2007 HDH Group, Inc. Byerly Incorporated PA Independent Agency/Broker Retail P&C
03/01/07 2007 Rush Enterprises, Inc. Advanced Transportation Insurance Services, Inc. CA Other Buyer Retail P&C
03/01/07 2007 SeibertKeck Insurance Best Hoovler McTeague Insurance Services OH Independent Agency/Broker Retail P&C
02/28/07 2007 American International Group, Inc. Matrix Direct, Inc. CA Insurance Company Retail EB & Consulting
02/28/07 2007 NFP Corp. Golden & Cohen LLC MD Public Broker Retail EB & Consulting
02/28/07 2007 Stewart Information Services Corporation Title One of Waupaca WI Insurance Company Retail P&C
02/28/07 2007 Transatlantic Holdings, Inc. Professional Risk Management Services, Inc. VA Insurance Company Wholesale P&C
02/28/07 2007 U.S. Risk Insurance Group, Inc. E.M. Morrow Insurance General Agency Inc. CA Independent Agency/Broker Wholesale P&C
02/27/07 2007 M.J. Hall & Company, Inc. Cravens Leffler & McCormick Insurance Services Inc. CA Independent Agency/Broker Wholesale P&C
02/27/07 2007 Stewart Information Services Corporation Hardee County Title & Abstract Company FL Insurance Company Retail P&C
02/25/07 2007 Maple Tree Acquisition Corp. Hub International Limited IL Other Buyer Retail P&C
02/20/07 2007 First Defiance Financial Corp. Huber, Harger, Welt, & Smith Insurance Agency, Inc. OH Bank or Thrift Retail P&C
02/15/07 2007 Beecher Carlson Holdings Inc. T.R. Jones & Company FL Independent Agency/Broker Retail P&C
02/15/07 2007 Stewart Information Services Corporation Gulf Coast Title Co. LLC FL Insurance Company Retail P&C
02/15/07 2007 Stewart Information Services Corporation Title First Inc. FL Insurance Company Retail P&C
02/13/07 2007 Hub International Limited Hibernia Insurance Agency, L.L.C. LA Public Broker Retail P&C
02/13/07 2007 Johnson & Strachan Inc. Progressive Management Associates, LLC VA Independent Agency/Broker Retail EB & Consulting
02/09/07 2007 Brown & Brown, Inc. ALCOS, Inc. MI Public Broker Retail P&C
02/08/07 2007 Brown & Brown, Inc. Shapiro Insurance, Inc. FL Public Broker Retail P&C
02/08/07 2007 USI Holdings Corporation H.W. Gates Agency, Inc. TN Public Broker Retail P&C
02/07/07 2007 Brown & Brown, Inc. Assets of 3 insurance agencies LA Public Broker Retail P&C
02/06/07 2007 National Insurance Programs Group, Inc. TJ Sharp & Associates (assets) NJ Independent Agency/Broker Retail P&C
02/05/07 2007 Gowrie, Barden & Brett, Inc. Fisher & Fisher Associates, Inc. CT Independent Agency/Broker Retail P&C
02/05/07 2007 Johnson Financial Group, Inc. Kaufman/Haumersen-Johnson Insurance Agency WI Bank or Thrift Retail P&C
02/01/07 2007 Arthur J. Gallagher & Co. Elite Benefits Insurance Marketing Services, Inc. CA Public Broker Retail EB & Consulting
02/01/07 2007 BISYS Group, Inc. Truckwriters, Inc GA Other Buyer Wholesale P&C
02/01/07 2007 USI Holdings Corporation Countrywide Facilities Corporation NY Public Broker Retail P&C
01/31/07 2007 AJ Lupas Insurance Inc. First Insurance Center Inc. PA Independent Agency/Broker Retail P&C
01/31/07 2007 Gateway Financial Holdings, Inc. Breen Title & Settlement, Inc. VA Bank or Thrift Retail P&C
01/31/07 2007 Hub International Limited Bart Proud Insurance Agency, Inc. NJ Public Broker Wholesale P&C
01/31/07 2007 Wescom Credit Union Grentner Litzinger Insurance Agency CA Other Buyer Retail P&C
01/19/07 2007 Community First Bancshares, Inc. Orma Smith Group, LLC TN Bank or Thrift
01/19/07 2007 Watkins Insurance Group AIC-Sun Belt Group Inc. TX Independent Agency/Broker Retail P&C
01/16/07 2007 NFP Corp. Undisclosed Sellers (three insurance brokers) Public Broker
01/15/07 2007 USI Holdings Corporation USI Holdings Corporation NY Independent Agency/Broker- Private Capital Backed Retail P&C
01/11/07 2007 Leavitt Group Enterprises, Inc. Grant-Hatch & Associates, Inc. UT Independent Agency/Broker Retail P&C
01/11/07 2007 Rogers Bancshares, Inc. Triad Title Company AR Bank or Thrift Retail P&C
01/11/07 2007 Willow Financial Bancorp, Inc. BeneServ, Inc. PA Bank or Thrift Retail EB & Consulting
01/10/07 2007 First American Corporation Complete Title Services LLC MN Insurance Company Retail P&C
01/09/07 2007 InsuranceOnly, Inc. Direct Response Insurance Agency CO Other Buyer Retail EB & Consulting
01/08/07 2007 Texans Credit Union Curley Insurance Group TX Other Buyer Retail P&C
01/05/07 2007 Aon Corporation WedSafe, Inc. Public Broker Retail P&C
01/04/07 2007 Hilb Rogal & Hobbs Company Nevin Works & Associates Inc. OR Public Broker Retail EB & Consulting
01/04/07 2007 Stewart Information Services Corporation Border Title Group TX Insurance Company Retail P&C
01/03/07 2007 C C Roy Insurance Brokers Inc. FRO Insurance Brokers Inc. CA Independent Agency/Broker Retail P&C
01/03/07 2007 National City Corporation H.E. Hoffman Group Inc. MO Bank or Thrift Retail EB & Consulting
01/03/07 2007 National City Corporation Stellar Group MI Bank or Thrift Retail EB & Consulting
01/03/07 2007 National City Corporation Valley Financial Group Agency Inc. OH Bank or Thrift Retail EB & Consulting
01/03/07 2007 USI Holdings Corporation Sammis, Smith & Brush, Inc. NY Public Broker Retail P&C
01/02/07 2007 Associates Insurance Agency, Ltd. Denmark Bancshares, Inc. (book of business) Independent Agency/Broker
01/02/07 2007 BNP Paribas Group Contractors Insurance Services, Inc. OR Bank or Thrift
01/02/07 2007 BNP Paribas Group Nabity-Perry Insurance, Inc. NE Bank or Thrift Retail P&C
01/02/07 2007 NII Brokerage, LLC Fear & Fear, Inc. NY Independent Agency/Broker Retail P&C
01/02/07 2007 Regions Financial Corporation Miles & Finch Inc. IN Bank or Thrift Retail P&C
01/02/07 2007 Sitzmann Morris & Lavis, Inc. Benefits Advisory Group CA Independent Agency/Broker Retail EB & Consulting
01/02/07 2007 Willis Group Holdings Limited Carter Insurance Group FL Public Broker Wholesale P&C
01/01/07 2007 Arch Capital Group Ltd. Wexford Underwriting Managers, Inc. CA Insurance Company Wholesale P&C
01/01/07 2007 Arthur J. Gallagher & Co. Financial Profiles, Inc. FL Public Broker Retail EB & Consulting
01/01/07 2007 Arthur J. Gallagher & Co. Fishermans Insurance Services, Inc. WA Public Broker Retail P&C
01/01/07 2007 Arthur J. Gallagher & Co. InterNational Insurance Group, Ltd. MA Public Broker Retail P&C
01/01/07 2007 AssuranceAmerica Corporation Frontline Insurance Group LLC AL Insurance Company Retail P&C
01/01/07 2007 Hartland Mutual Insurance Company James River Insurance Agency, Inc. ND Insurance Company
01/01/07 2007 Security State Bank Holding Company IPS Incorporated MN Bank or Thrift
01/01/07 2007 Williams-Manny, Inc. Midwest Life & Health Group, LLC IL Independent Agency/Broker
12/31/06 2006 Evans Bancorp, Inc. Undisclosed Seller (portfolio of insurance accounts) Bank or Thrift
12/31/06 2006 Swett & Crawford Group Inc. Oxbridge Insurance Associates, Inc. NJ Independent Agency/Broker Wholesale P&C
12/31/06 2006 TOMIC Mutual Insurance Holding Company PRO Managing General Agents, Inc. TX Other Buyer
12/31/06 2006 Undisclosed buyer Sky Financial Group, Inc. (portion of wholesale insurance business) Other Buyer Wholesale P&C
12/28/06 2006 Bennett & Bennett Insurance, Inc. First Harrison Insurance & Investments IN Independent Agency/Broker Retail P&C
12/28/06 2006 Campbell Agency, Inc. Baxter Agency LLC AL Independent Agency/Broker Retail P&C
12/27/06 2006 Murray Risk Management and Insurance Sterling Financial Corporation (P&C accounts of Lancaster Insurance Group LLC) Independent Agency/Broker Retail P&C
12/26/06 2006 David K. Stoudt Corporate Healthcare Strategies LLC/Professional Services Group PA Other Buyer Retail EB & Consulting
12/21/06 2006 NFP Corp. Balser Companies GA Public Broker Retail EB & Consulting
12/20/06 2006 SeibertKeck Insurance Jack Kohl Agency, Inc. OH Independent Agency/Broker Retail P&C
12/19/06 2006 Hub International Limited Coburn Insurance Agency, Inc. VT Public Broker Retail P&C
12/15/06 2006 Arthur J. Gallagher & Co. Mid America Group, Inc. PA Public Broker Retail EB & Consulting
12/14/06 2006 Hanmi Financial Corporation Chun Ha Insurance Services Inc./All World Insurance Services Inc. CA Bank or Thrift Retail P&C
12/12/06 2006 Hilb Rogal & Hobbs Company Loan Protector Insurance Services OH Public Broker Wholesale P&C
12/05/06 2006 Johnson & Strachan Inc. Morrow Group Limited VA Independent Agency/Broker Retail EB & Consulting
12/05/06 2006 TowneBank Frieden Agency, Inc. VA Bank or Thrift Retail EB & Consulting
12/01/06 2006 BNP Paribas Group St. Paul Agency, Inc. MN Bank or Thrift Retail P&C
12/01/06 2006 Bollinger, Inc. Mather & Company PA Independent Agency/Broker Retail P&C
12/01/06 2006 Bradford Bancorp, Inc. Best Title & Processing, LLC MD Bank or Thrift Retail P&C
12/01/06 2006 Brown & Brown, Inc. ProTexn, Inc. (2 insurance agencies) TX Public Broker Wholesale P&C
12/01/06 2006 Gateway Financial Holdings, Inc. C.D. West & Company VA Bank or Thrift Retail P&C
12/01/06 2006 High Point Bank Corporation Argus Group Insurance NC Bank or Thrift Retail P&C
12/01/06 2006 JPMorgan Chase & Co. Northeast Agencies Incorporated NY Bank or Thrift Wholesale P&C
12/01/06 2006 Molton, Allen & Williams Corporation Benefit Concepts Inc. AL Independent Agency/Broker Retail EB & Consulting
12/01/06 2006 Northeast Bancorp Sturtevant and Ham Insurance ME Bank or Thrift Retail P&C
11/30/06 2006 Arthur J. Gallagher & Co. William H. Connolly & Co. NJ Public Broker Retail P&C
11/30/06 2006 Commerce Bancorp, Inc. ECBM, Inc. (book of business) Bank or Thrift Retail EB & Consulting
11/30/06 2006 Stewart Information Services Corporation Telluride Mountain Title Company CO Insurance Company Retail P&C
11/30/06 2006 US Energy Holdings Inc. Lakeside Insurance & Financial, Inc. TN Other Buyer Retail P&C
11/30/06 2006 White Mountains Insurance Group, Ltd. National Marine Underwriters, Inc. MD Insurance Company Wholesale P&C
11/28/06 2006 Northeast Bancorp Palmer Insurance, Inc. ME Bank or Thrift Retail P&C
11/27/06 2006 Arrowhead Wholesale Insurance Services, LLC First Capital Group Inc. NY Independent Agency/Broker Wholesale P&C
11/27/06 2006 Tompkins Trustco, Inc. H.A. Carey Co., Inc. NY Bank or Thrift Retail P&C
11/20/06 2006 USI Holdings Corporation Carlson Group Inc. NY Public Broker Retail P&C
11/14/06 2006 Charlton Manley Insurance, Inc. Wrenn Insurance, Inc. (Personal and Commercial book of business) Independent Agency/Broker Retail P&C
11/14/06 2006 First Niagara Financial Group, Inc. Gernold Agency, Inc. NY Bank or Thrift Retail P&C
11/03/06 2006 Community Banks, Inc. Association Agency, Inc. PA Bank or Thrift Retail P&C
11/03/06 2006 Wells Fargo & Company Gold Valley Insurance CA Bank or Thrift Retail P&C
11/01/06 2006 AEGON N.V. Clark, Inc. IL Insurance Company Retail EB & Consulting
11/01/06 2006 Alaska USA Federal Credit Union Kelley Insurance Associates Incorporated AK Other Buyer Retail P&C
11/01/06 2006 Arthur J. Gallagher & Co. Adams & Associates International Ltd. SC Public Broker Retail P&C
11/01/06 2006 BB&T Corporation Wyman, Green & Blalock, Inc. FL Bank or Thrift Retail P&C
11/01/06 2006 Nationwide Mutual Insurance Company Tim Johnson Insurance Agency CA Insurance Company
11/01/06 2006 NLASCO, Inc. Longhorn General Agency, Inc. TX Insurance Company Wholesale P&C
11/01/06 2006 NLASCO, Inc. Longhorn Insurance Services, Inc. TX Insurance Company Wholesale P&C
11/01/06 2006 Seubert & Associates Inc. Kenco Associates/Martin & Nettrour Inc. Independent Agency/Broker Retail P&C
11/01/06 2006 Wells Fargo & Company Pete Berolatti Insurance Agency WV Bank or Thrift Retail EB & Consulting
10/26/06 2006 North American Group CIC Insurance Brokers, Inc. TX Independent Agency/Broker Retail P&C
10/26/06 2006 North American Group CTK Insurance Services, Inc. CA Independent Agency/Broker Retail P&C
10/24/06 2006 Berkshire Hills Bancorp, Inc. Minkler Insurance Agency, Inc. MA Bank or Thrift Retail P&C
10/24/06 2006 Old Republic International Corporation Aon Corporation (Construction Program Group) CA Insurance Company Wholesale P&C
10/23/06 2006 Berkshire Hills Bancorp, Inc. MassOne Insurance Agency, Inc. MA Bank or Thrift Retail P&C
10/23/06 2006 Berkshire Hills Bancorp, Inc. McCormick, Smith & Curry Insurance Agency MA Bank or Thrift Retail P&C
10/23/06 2006 Berkshire Hills Bancorp, Inc. Reynolds, Barnes & Hebb, Inc. MA Bank or Thrift Retail P&C
10/20/06 2006 Layman Diener & Borntrager Insurance Agency Inc. Showalter Insurance Agency, Inc. VA Independent Agency/Broker Retail Multi Line
10/20/06 2006 M&T Bank Corporation Multi-Line Professionals Inc. NY Bank or Thrift Retail P&C
10/20/06 2006 UnitedHealth Group Incorporated HealthMarkets, Inc. (student resources) TX Insurance Company Retail EB & Consulting