4/4/25 17:29 | 4/2/25 | AB | Alliancebernstein Holding L.P. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Equitable Holdings, Inc. | NY | TH | See Rema | 3 | P | 799,467 | 38.28 | 0 | 20,883 | | 19,683 | D | | | | | | | | | | | | | | |
4/2/25 18:56 | 4/1/25 | RYAN | Ryan Specialty Holdings, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Conklin Michael | IL | O | EVP,CHRO | 1 | P.d | 0 | 0.00 | 0 | 8 | | 5 | D | | | | | | | | | | | | | | |
3/19/25 16:54 | 3/14/25 | SLQT | Selectquote, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Devine Denise L | KS | D | | 1 | P | 14 | 3.62 | 0 | 4 | 1 | 319 | D | | | | | | | | | | | | | | |
3/17/25 09:00 | 3/12/25 | RDZN | Roadzen Inc. | D8 | Insur | InsBrk | Insurance Agents, Brokers & S | Malhotra Rohan | CA | DOT | See Rema | 10 | P.m | 50 | 1.19 | 0 | 43 | 0 | 23,943 | D | | | | | | | | | | | | | | |
3/12/25 16:43 | 3/10/25 | HGTY | Hagerty, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Kuczinski Anthony J | MI | D | | 1 | P.m | 19 | 9.60 | 0 | 2 | 24 | 10 | D | | | | | | | | | | | | | | |
3/12/25 16:37 | 3/10/25 | RYAN | Ryan Specialty Holdings, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Ryan Patrick G Jr | IL | D | | 2 | P.m | 22 | 69.14 | 0 | 0 | 0 | 654 | D | | | | | | | | | | | | | | |
3/4/25 20:35 | 2/28/25 | GSHD | Goosehead Insurance, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Jones Mark E. Jr. | TX | OTH | CFO | 2 | P | 219 | 93.47 | 0 | 2 | | 2 | D | | | | | | | | | | | | | | |
3/3/25 16:53 | 2/27/25 | RDZN | Roadzen Inc. | D8 | Insur | InsBrk | Insurance Agents, Brokers & S | Vedbrat Supurna | CA | D | | 5 | P.dm | 39 | 2.16 | 0 | 18 | | 18 | D | | | | | | | | | | | | | | |
1/21/25 14:05 | 1/16/25 | XHG | Xchange Tec.Inc | | Insur | InsBrk | Insurance Agents, Brokers & S | Hrt Financial LP | NY | T | | 2 | P.m | 114 | 1.13 | 0 | 101 | | 10 | D | | | | | | | | | | | | | | |
12/23/24 16:08 | 12/23/24 | AJG | Arthur J. Gallagher & Co. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Gallagher Patrick Murphy | IL | O | COO | 1 | P | 317 | 284.14 | 0 | 1 | 1 | 215 | D | | | | | | | | | | | | | | |
11/26/24 17:24 | 11/26/24 | TWFG | Twfg, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Benes Julie E. | TX | O | GC,Secre | 2 | P | 49 | 25.05 | 0 | 2 | 4 | 49 | D | | | | | | | | | | | | | | |
9/26/24 13:48 | 7/19/24 | TWFG | Twfg, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Bunch Charles Alexander | TX | O | Chief Cr | 2 | P | 19 | 17.00 | 0 | 1 | 2 | 48 | I | | | | | | | | | | | | | | |
9/11/24 18:00 | 2/1/23 | QDMI | Qdm International Inc. | FL | Insur | InsBrk | Insurance Agents, Brokers & S | Zheng Huihe | K3 | DOT | CEO,P | 1 | P.d | 972 | 0.0081 | 0 | 120,000 | 999% | 121,826 | M | | | | | | | | | | | | | | |
8/29/24 16:04 | 8/28/24 | AON | Aon Plc | L2 | Insur | InsBrk | Insurance Agents, Brokers & S | Spruell Byron | IL | D | | 1 | P | 247 | 340.08 | 0 | 1 | 16 | 5 | D | | | | | | | | | | | | | | |
8/22/24 16:19 | 8/20/24 | EHTH | Ehealth, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Galimi Gavin G. | TX | O | SVP,GC,S | 2 | P | 71 | 4.09 | 0 | 17 | 10 | 192 | D | | | | | | | | | | | | | | |
8/22/24 16:15 | 2/1/23 | QDMI | Qdm International Inc. | FL | Insur | InsBrk | Insurance Agents, Brokers & S | Bakelai Capital Ltd | K3 | T | | 1 | P | 405 | 0.0081 | 0 | 50,000 | | 50,000 | D | | | | | | | | | | | | | | |
8/20/24 16:15 | 2/1/23 | QDMI | Qdm International Inc. | FL | Insur | InsBrk | Insurance Agents, Brokers & S | Ruiyin Capital Ltd | K3 | T | | 1 | P | 389 | 0.0081 | 0 | 48,000 | | 48,000 | D | | | | | | | | | | | | | | |
8/8/24 18:06 | 8/8/24 | EHTH | Ehealth, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Stelben John J | TX | O | SVP,CFO | 1 | P | 83 | 4.16 | 0 | 20 | 4 | 516 | D | | | | | | | | | | | | | | |
8/8/24 18:05 | 8/8/24 | EHTH | Ehealth, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Soistman Francis S Jr | TX | DO | CEO | 1 | P | 204 | 4.07 | 0 | 50 | 6 | 908 | D | | | | | | | | | | | | | | |
7/19/24 21:42 | 7/19/24 | TWFG | Twfg, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Bunch Richard F. III | TX | DOT | P,CEO | 1 | P.ed | 3,451 | 17.00 | 0 | 203 | 1 | 36,445 | M | | | | | | | | | | | | | | |
7/19/24 21:07 | 7/19/24 | TWFG | Twfg, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Nolan Katherine C | TX | O | COO | 1 | P | 106 | 17.00 | 0 | 6 | 7 | 94 | D | | | | | | | | | | | | | | |
7/19/24 21:05 | 7/19/24 | TWFG | Twfg, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Zwinggi Janice E. | TX | O | CFO | 1 | P | 51 | 17.00 | 0 | 3 | 5 | 62 | D | | | | | | | | | | | | | | |
7/19/24 21:05 | 7/19/24 | TWFG | Twfg, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Wong Janet S. | TX | D | | 1 | P | 43 | 17.00 | 0 | 3 | 71 | 6 | D | | | | | | | | | | | | | | |
7/19/24 21:04 | 7/19/24 | TWFG | Twfg, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Ferracone Robin A | TX | D | | 1 | P | 272 | 17.00 | 0 | 16 | 453 | 20 | D | | | | | | | | | | | | | | |
7/19/24 21:03 | 7/19/24 | TWFG | Twfg, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Doak Michael | TX | D | | 1 | P.d | 10,000 | 17.00 | 0 | 588 | 32 | 2,416 | M | | | | | | | | | | | | | | |
7/19/24 21:01 | 7/19/24 | TWFG | Twfg, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Bunch Michelle Caroline | TX | D | | 1 | P.ed | 3,451 | 17.00 | 0 | 203 | 1 | 36,266 | M | | | | | | | | | | | | | | |
6/28/24 06:10 | 6/26/24 | RELI | Reliance Global Group, Inc. | FL | Insur | InsBrk | Insurance Agents, Brokers & S | Beyman Ezra | NJ | DO | CB,CEO | 3 | P.d | 109 | 0.2710 | 0 | 402 | 104 | 790 | D | | | | | | | | | | | | | | |
5/7/24 16:39 | 5/3/24 | AON | Aon Plc | L2 | Insur | InsBrk | Insurance Agents, Brokers & S | Knight Lester B | IL | D | | 2 | P | 17,865 | 297.74 | 0 | 60 | 20 | 353 | I | | | | | | | | | | | | | | |
4/30/24 17:11 | 4/29/24 | GSHD | Goosehead Insurance, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Miller Mark | TX | DO | P,COO | 2 | P | 950 | 63.33 | 0 | 15 | 100 | 30 | D | | | | | | | | | | | | | | |
3/4/24 21:49 | 2/28/24 | GSHD | Goosehead Insurance, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Cruzado Waded | TX | D | | 1 | P | 19 | 75.10 | 0 | 0 | 269 | 0 | D | | | | | | | | | | | | | | |
2/27/24 18:19 | 2/26/24 | GSHD | Goosehead Insurance, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | O'Connor John Terry | TX | O | GC | 1 | P | 73 | 73.46 | 0 | 1 | | 1 | D | | | | | | | | | | | | | | |
2/27/24 16:06 | 2/23/24 | ACT | Enact Holdings, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Gupta Rohit | NC | DO | P,CEO | 1 | P | 270 | 26.97 | 0 | 10 | 9 | 117 | D | | | | | | | | | | | | | | |
1/5/24 13:57 | 8/18/22 | RELI | Reliance Global Group, Inc. | FL | Insur | InsBrk | Insurance Agents, Brokers & S | Korman Scott | NJ | D | | 1 | P | 2 | 13.20 | 0 | 0 | 0 | 38 | D | | | | | | | | | | | | | | |
12/15/23 11:12 | 12/12/23 | RDZN | Roadzen Inc. | D8 | Insur | InsBrk | Insurance Agents, Brokers & S | Shah Ajay | CA | D | | 1 | P.m | 46 | 3.09 | 0 | 15 | 3 | 487 | I | | | | | | | | | | | | | | |