6/4/26 18:30 | 6/3/26 | TWFG | Twfg, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Doak Michael | TX | D | | 5 | P.m | 3,199 | 18.88 | 0 | 169 | 28 | 768 | I | | | | | | | | | | | | | | |
6/4/26 11:07 | 6/2/26 | ERIE | Erie Indemnity Co | PA | Insur | InsBrk | Insurance Agents, Brokers & S | Vorsheck Elizabeth A | FL | DT | | 1 | P.d | 1,434 | 204.79 | 0 | 7 | 0 | 3,968 | I | | | | | | | | | | | | | | |
6/4/26 08:05 | 6/3/26 | RYAN | Ryan Specialty Holdings, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Hamilton Janice M | IL | O | CFO | 1 | P | 200 | 31.79 | 0 | 6 | 76 | 15 | D | | | | | | | | | | | | | | |
6/4/26 08:04 | 6/3/26 | RYAN | Ryan Specialty Holdings, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Katz Mark Stephen | IL | O | EVP,GC | 1 | P | 100 | 31.07 | 0 | 3 | 288 | 4 | D | | | | | | | | | | | | | | |
6/1/26 17:35 | 5/29/26 | GSHD | Goosehead Insurance, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Langston Patrick Ryan | TX | TH | Member o | 1 | P | 100 | 35.56 | 0 | 3 | 56 | 8 | D | | | | | | | | | | | | | | |
5/29/26 16:08 | 5/28/26 | GSHD | Goosehead Insurance, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Martin John Arthur | TX | O | CFO | 1 | P | 174 | 34.73 | 0 | 5 | | 5 | D | | | | | | | | | | | | | | |
5/21/26 17:11 | 3/6/23 | EQH | Equitable Holdings, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Hondal Francis | NY | D | | 1 | P.m | 46 | 40.08 | 0 | 1 | 4 | 30 | D | | | | | | | | | | | | | | |
5/19/26 16:15 | 9/5/25 | HGTY | Hagerty, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Kuczinski Anthony J | MI | D | | 7 | P.m | 379 | 10.88 | 0 | 35 | 97 | 71 | D | | | | | | | | | | | | | | |
5/18/26 21:23 | 5/18/26 | GSHD | Goosehead Insurance, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Thornthwaite Martin Ellis | TX | O | GC | 1 | P | 208 | 41.50 | 0 | 5 | | 5 | D | | | | | | | | | | | | | | |
5/15/26 18:14 | 5/15/26 | GSHD | Goosehead Insurance, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Jones Mark E. Jr. | TX | OTH | P,COO | 4 | P | 382 | 67.31 | 0 | 6 | 427 | 7 | D | | | | | | | | | | | | | | |
5/15/26 18:13 | 11/28/25 | GSHD | Goosehead Insurance, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Miller Mark | TX | DO | P,CEO | 2 | P | 546 | 54.62 | 0 | 10 | 33 | 40 | D | | | | | | | | | | | | | | |
5/6/26 17:00 | 5/5/26 | BRO | Brown & Brown, Inc. | FL | Insur | InsBrk | Insurance Agents, Brokers & S | Proctor H Palmer Jr | FL | D | | 1 | P | 114 | 57.10 | 0 | 2 | 4 | 50 | D | | | | | | | | | | | | | | |
5/6/26 16:22 | 5/6/26 | WTW | Willis Towers Watson Plc | L2 | Insur | InsBrk | Insurance Agents, Brokers & S | Clarke Lucy | | O | P of Ris | 2 | P | 1,496 | 277.29 | 0 | 5 | 31 | 23 | D | | | | | | | | | | | | | | |
5/5/26 16:02 | 5/4/26 | WTW | Willis Towers Watson Plc | L2 | Insur | InsBrk | Insurance Agents, Brokers & S | Hess Carl Aaron | | DO | CEO | 1 | P | 510 | 255.08 | 0 | 2 | 2 | 117 | D | | | | | | | | | | | | | | |
4/20/26 06:09 | 4/16/26 | HUIZ | Huize Holding Ltd | E9 | Insur | InsBrk | Insurance Agents, Brokers & S | Ma Cunjun | | DOT | CEO | 7 | P.m | 271 | 0.0172 | 0 | 15,712 | 731 | 17,862 | D | | | | | | | | | | | | | | |
3/26/26 16:45 | 3/26/26 | EZRA | Reliance Global Group, Inc. | FL | Insur | InsBrk | Insurance Agents, Brokers & S | Beyman Ezra | NJ | DO | CB,CEO | 1 | P | 51 | 0.1699 | 0 | 300 | 45 | 960 | D | | | | | | | | | | | | | | |
3/13/26 13:37 | 3/13/26 | NP | Neptune Insurance Holdings Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Burgess Trevor R | FL | DOT | CEO,CB | 2 | P | 1,935 | 19.35 | 0 | 100 | 5 | 2,083 | D | | | | | | | | | | | | | | |
3/9/26 16:03 | 3/6/26 | EHTH | Ehealth, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Dolan John Joseph | IN | O | CFO | 1 | P | 38 | 1.53 | 0 | 25 | 14 | 209 | D | | | | | | | | | | | | | | |
3/4/26 18:38 | 3/2/26 | BWIN | Baldwin Insurance Group, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Sparks Paul Eugene | FL | D | | 1 | P.m | 1,002 | 22.66 | 0 | 44 | 4 | 1,112 | I | | | | | | | | | | | | | | |
3/3/26 08:00 | 3/2/26 | RDZN | Roadzen Inc. | D8 | Insur | InsBrk | Insurance Agents, Brokers & S | Malhotra Rohan | CA | DOT | See Rema | 6 | P.m | 90 | 1.32 | 0 | 68 | 0 | 24,089 | D | | | | | | | | | | | | | | |
3/2/26 16:13 | 2/27/26 | EHTH | Ehealth, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Duke Derrick A | IN | DO | CEO | 1 | P | 259 | 1.38 | 0 | 188 | 63 | 488 | D | | | | | | | | | | | | | | |
2/25/26 19:28 | 2/20/26 | GSHD | Goosehead Insurance, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Goldberg Louis | TX | D | | 1 | P | 250 | 44.85 | 0 | 6 | | 6 | D | | | | | | | | | | | | | | |
2/24/26 18:36 | 2/20/26 | NP | Neptune Insurance Holdings Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Vostrizansky Michael Warren | FL | D | | 1 | P | 494 | 21.50 | 0 | 23 | | 23 | D | | | | | | | | | | | | | | |
2/24/26 17:15 | 3/10/25 | RYAN | Ryan Specialty Holdings, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Ryan Patrick G Jr | IL | D | | 3 | P.m | 1,045 | 40.12 | 0 | 26 | 4 | 685 | D | | | | | | | | | | | | | | |
2/19/26 16:11 | 2/11/26 | SLQT | Selectquote, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Grant Robert Clay | KS | O | P | 1 | P | 105 | 0.8833 | 0 | 119 | 2 | 5,526 | I | | | | | | | | | | | | | | |
2/13/26 16:01 | 2/12/26 | WTW | Willis Towers Watson Plc | L2 | Insur | InsBrk | Insurance Agents, Brokers & S | Hammond Michael P. | X0 | D | | 1 | P | 67 | 278.86 | 0 | 0 | 11 | 3 | D | | | | | | | | | | | | | | |
2/12/26 16:34 | 2/10/26 | AON | Aon Plc | L2 | Insur | InsBrk | Insurance Agents, Brokers & S | Knight Lester B | IL | D | | 1 | P | 1,277 | 319.24 | 0 | 4 | 1 | 297 | I | | | | | | | | | | | | | | |
2/2/26 18:36 | 1/29/26 | LIFE | Ethos Technologies Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Botha Roelof | CA | DT | | 1 | P.d | 4,950 | 19.00 | 0 | 261 | | 261 | M | | | | | | | | | | | | | | |
1/30/26 20:49 | 1/30/26 | LIFE | Ethos Technologies Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Wheeler William J | TX | D | | 1 | P | 4,950 | 19.00 | 0 | 261 | 999% | 271 | D | | | | | | | | | | | | | | |
1/30/26 20:48 | 1/30/26 | LIFE | Ethos Technologies Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Mullin Mark W. | TX | D | | 1 | P | 100 | 19.00 | 0 | 5 | 43 | 17 | D | | | | | | | | | | | | | | |
12/17/25 21:04 | 11/19/25 | ARX | Accelerant Holdings | E9 | Insur | InsBrk | Insurance Agents, Brokers & S | Lee-Smith Christopher | E9 | DO | Co-Found | 1 | P | 197 | 13.42 | 0 | 15 | 0 | 17,655 | D | | | | | | | | | | | | | | |
12/9/25 16:09 | 12/8/25 | ARX | Accelerant Holdings | E9 | Insur | InsBrk | Insurance Agents, Brokers & S | Meriwether Karen Sue | E9 | D | | 1 | P | 8 | 14.67 | 0 | 1 | 6 | 10 | D | | | | | | | | | | | | | | |
11/28/25 17:19 | 11/26/25 | GSHD | Goosehead Insurance, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | O'Connor John Terry | TX | O | GC | 1 | P | 151 | 71.81 | 0 | 2 | 210 | 3 | D | | | | | | | | | | | | | | |
11/20/25 16:17 | 11/19/25 | ARX | Accelerant Holdings | E9 | Insur | InsBrk | Insurance Agents, Brokers & S | Gaynor Samuel | E9 | D | | 1 | P | 101 | 13.44 | 0 | 8 | | 8 | D | | | | | | | | | | | | | | |
11/20/25 16:12 | 11/18/25 | ARX | Accelerant Holdings | E9 | Insur | InsBrk | Insurance Agents, Brokers & S | Oneill Francis James | E9 | O | Co-Found | 1 | P | 507 | 13.34 | 0 | 38 | 1 | 7,235 | D | | | | | | | | | | | | | | |
11/19/25 16:11 | 11/17/25 | ARX | Accelerant Holdings | E9 | Insur | InsBrk | Insurance Agents, Brokers & S | Sternberg Matthew David | E9 | O | COO,Risk | 1 | P | 75 | 13.10 | 0 | 6 | 4 | 158 | D | | | | | | | | | | | | | | |
11/18/25 08:23 | 11/14/25 | ARX | Accelerant Holdings | E9 | Insur | InsBrk | Insurance Agents, Brokers & S | Radke Jeffrey L | E9 | DOT | Co-Found | 1 | P | 999 | 13.48 | 0 | 74 | 0 | 28,545 | I | | | | | | | | | | | | | | |
11/14/25 19:10 | 10/2/25 | NP | Neptune Insurance Holdings Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Steiner James | FL | DO | CFO,Secr | 1 | P | 2,381 | 20.00 | 0 | 119 | 3 | 4,385 | D | | | | | | | | | | | | | | |
11/14/25 19:09 | 10/2/25 | NP | Neptune Insurance Holdings Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Carlon Jonathan Winant | FL | D | | 1 | P | 100 | 20.00 | 0 | 5 | 0 | 5,764 | D | | | | | | | | | | | | | | |
11/3/25 21:04 | 6/18/25 | AJG | Arthur J. Gallagher & Co. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Pesch Michael Robert | IL | O | VP | 2 | P | 1,007 | 248.16 | 0 | 4 | 8 | 55 | I | | | | | | | | | | | | | | |
9/15/25 08:17 | 9/12/25 | RYAN | Ryan Specialty Holdings, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Ryan Patrick G | IL | DOT | Exec CB | 1 | P | 14,340 | 51.84 | 0 | 277 | 2 | 13,755 | I | | | | | | | | | | | | | | |
8/8/25 18:01 | 8/8/25 | BRO | Brown & Brown, Inc. | FL | Insur | InsBrk | Insurance Agents, Brokers & S | Krump Paul J | FL | D | | 1 | P | 250 | 93.31 | 0 | 3 | 100 | 5 | D | | | | | | | | | | | | | | |
8/7/25 17:18 | 8/7/25 | BWIN | Baldwin Insurance Group, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Hale Bradford | FL | OH | CFO | 1 | P | 287 | 28.72 | 0 | 10 | 7 | 155 | D | | | | | | | | | | | | | | |
8/7/25 17:00 | 8/6/25 | BRO | Brown & Brown, Inc. | FL | Insur | InsBrk | Insurance Agents, Brokers & S | Masojada Bronislaw Edmund | FL | D | | 1 | P | 91 | 91.44 | 0 | 1 | 15 | 8 | I | | | | | | | | | | | | | | |
7/31/25 16:19 | 7/29/25 | MMC | Marsh & McLennan Companies, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Anderson Anthony | NY | D | | 1 | P.m | 202 | 201.61 | 0 | 1 | 100 | 2 | D | | | | | | | | | | | | | | |
7/29/25 20:22 | 7/25/25 | ARX | Accelerant Holdings | E9 | Insur | InsBrk | Insurance Agents, Brokers & S | Hasley Nancy | E9 | DO | GC | 1 | P.d | 11 | 21.00 | 0 | 1 | 0 | 1,899 | M | | | | | | | | | | | | | | |
5/30/25 16:06 | 5/28/25 | EHTH | Ehealth, Inc. | DE | Insur | InsBrk | Insurance Agents, Brokers & S | Galimi Gavin G. | TX | O | SVP,GC,S | 1 | P | 41 | 4.32 | 0 | 10 | 4 | 244 | D | | | | | | | | | | | | | | |
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 | 1 | P | 757,793 | 38.50 | 0 | 19,683 | | 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 | | | | | | | | | | | | | | |
3/3/25 16:53 | 2/27/25 | RDZN | Roadzen Inc. | D8 | Insur | InsBrk | Insurance Agents, Brokers & S | Vedbrat Supurna | CA | D | | 1 | P.d | 6 | 1.03 | 0 | 6 | 50 | 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 | | 1 | P.m | 104 | 1.17 | 0 | 89 | | 0 | D | | | | | | | | | | | | | | |