| Heffernan Insurance BrokersWalnut Creek, California broker founded in 1988, employee-owned per the company, with a SkyKnight Capital minority investment and 20-plus acquisitions. | Regional and middle-market brokers | Walnut Creek, California | Estimated at over $500 million (Insurance Business, Aug. 27, 2026; an estimate, not a filed figure) |
| HigginbothamFort Worth broker founded in 1948, majority employee-owned with Stone Point Capital as a minority investor, ranked 16th by Business Insurance in 2026. | Regional and middle-market brokers | Fort Worth, Texas | $1.049 billion U.S. brokerage revenue (Business Insurance 2026 ranking of brokers, 16th) |
| IMA Financial GroupDenver-based, majority employee-owned broker with more than 3,000 associates, ranked 21st by Business Insurance in 2021 and 2024 and expanding by acquisition. | Regional and middle-market brokers | Denver, Colorado | Not reported; $301.6 million of 2020 brokerage revenue (Business Insurance, Oct. 2021) |
| Leavitt GroupCedar City, Utah network of 80+ partner agencies founded in 1952, privately held with local co-owners, reporting $607 million of consolidated revenue. | Regional and middle-market brokers | Cedar City, Utah | $607 million consolidated revenue and $4.64 billion placed premium (company website, stated for 2026 with no fiscal year given) |
| Patriot Growth Insurance ServicesFort Washington, Pennsylvania agency platform founded in 2019, backed by GI Partners and Summit Partners, with 2,200-plus employees in 29 states. | Regional and middle-market brokers | Fort Washington, Pennsylvania | Not disclosed; $124.4 million of 2020 U.S. brokerage revenue per Business Insurance (older ranking) |
| The Hilb GroupRichmond-area, Virginia acquirer founded in 2009, majority-owned by Carlyle since 2019, with 200-plus acquisitions and 125-plus offices in 32 states. | Regional and middle-market brokers | Henrico County (Richmond area), Virginia | Approximately $650 million annual revenue as of late 2024, stated by the CEO (Insurance Business, Oct. 5, 2026); no 2025 figure found |
| World Insurance AssociatesIselin, New Jersey broker founded in 2011, backed by Charlesbank and Goldman Sachs Asset Management, with over 230 offices and a new CEO in April 2026. | Regional and middle-market brokers | Iselin, New Jersey | More than $700 million (company release, April 21, 2026) |