Insurance Agents, Brokers, And Service - Latest Activist Disclosures

This table shows recent activist investor (Schedule 13D) filings made in this industry. Any investor or hedge fund that makes an investment with the intention of influencing management is considered an activist investor and must file a 13D.

Date Form Target Company Investor Shares Ownership
(Percent)		 Ownership Change
(Percent)
2025-08-15 13D/A HGTY / Hagerty, Inc. Hagerty Holding Corp. 166,552,156 62.40 -0.74
2025-08-15 13D/A GSHD / Goosehead Insurance, Inc Jones Mark Evan 12,744,183 33.80 -4.45
2025-08-13 13D/A GOCO / GoHealth, Inc. Public Sector Pension Investment Board 1,680,526 10.50
2025-08-13 13D GOCO / GoHealth, Inc. Redwood Capital Management, Llc 924,244 5.80
2025-08-13 13D GOCO / GoHealth, Inc. Public Sector Pension Investment Board 1,680,526 10.50
2025-08-12 13D GOCO / GoHealth, Inc. Blue Torch Capital LP 1,445,181 9.00
2025-08-11 13D/A HGTY / Hagerty, Inc. Hagerty Holding Corp. 167,788,906 62.90 -4.68
2025-08-08 13D/A GOCO / GoHealth, Inc. CCP III Cayman GP Ltd. 9,566,028 45.00 1.12
2025-08-01 13D AIFU / AIFU Inc. Zhou Jamie 3,900,000 24.57
2025-07-23 13D TIRX / Tian Ruixiang Holdings Ltd. Medata Holdings Ltd 20,147,573 16.68
2025-07-14 13D TIRX / Tian Ruixiang Holdings Ltd. Sinovation Fund IV, L.P. 25,593,133 21.19
2025-07-08 13D/A TIRX / Tian Ruixiang Holdings Ltd. Mufang Gao 3,250,900 2.65 0.00
2025-06-04 13D TIRX / Tian Ruixiang Holdings Ltd. Mufang Gao 3,250,900 29.07
2025-04-18 13D/A HGTY / Hagerty, Inc. Markel Corp 79,380,265 47.70 0.00
2025-03-26 13D/A GSHD / Goosehead Insurance, Inc Jones Mark Evan 13,337,330 34.90 -2.06
2024-07-10 13D/A HGTY / Hagerty, Inc. State Farm Mutual Automobile Insurance Co 56,040,881 62.30 -11.39
2024-07-08 13D/A HGTY / Hagerty, Inc. Markel Corp 79,380,265 47.90 -0.94
2024-06-10 13D TIRX / Tian Ruixiang Holdings Ltd. Min Zhou 200,000 8.57
2024-06-10 13D/A TIRX / Tian Ruixiang Holdings Ltd. Wang Zhe 231,300 9.70 -94.98
2024-06-05 13D/A HGTY / Hagerty, Inc. State Farm Mutual Automobile Insurance Co 63,240,881 63.90 -0.00
2024-05-21 13D TIRX / Tian Ruixiang Holdings Ltd. Yuefu Co Ltd 694,445 30.63
2024-03-14 13D/A RYAN / Ryan Specialty Holdings, Inc. Onex Corp 4,145,621 3.50 0.00
2023-12-06 13D RDZN / Roadzen, Inc. Avacara PTE, Ltd. 17,949,402 26.20 0.00
2023-11-24 13D/A GSHD / Goosehead Insurance, Inc Jones Mark Evan 13,618,298 35.73 -1.47
2023-08-31 13D/A GSHD / Goosehead Insurance, Inc Jones Mark Evan 13,821,330 36.55 -4.00
2023-08-25 13D/A GOCO / GoHealth, Inc. NVX Holdings, Inc. 6,455,336 41.10 0.22
2023-08-25 13D/A GOCO / GoHealth, Inc. Centerbridge Associates III, L.P. 9,566,028 64.20 0.00
2023-08-18 13D TIRX / Tian Ruixiang Holdings Ltd. Wang Zhe 4,606,500 61.22
2023-07-10 13D/A EHTH / eHealth, Inc. H.I.G.-GPII, Inc. 3,346,830 10.80 18.38
2023-06-27 13D/A HGTY / Hagerty, Inc. Markel Corp 80,130,668 49.60 2.03
2023-06-23 13D/A HGTY / Hagerty, Inc. State Farm Mutual Automobile Insurance Co 63,241,780 64.80 7.19
2023-06-02 13D/A GSHD / Goosehead Insurance, Inc Jones Mark Evan 14,397,270 38.17 -1.86
2023-05-24 13D/A RYAN / Ryan Specialty Holdings, Inc. Onex Corp 4,145,621 3.65 -66.72
2023-05-19 13D/A GOCO / GoHealth, Inc. Centerbridge Associates III, L.P. 9,566,028 66.30 -92.13
2023-05-19 13D/A GOCO / GoHealth, Inc. NVX Holdings, Inc. 6,441,458 42.30 0.13
2023-03-09 13D/A GSHD / Goosehead Insurance, Inc Jones Mark Evan 14,669,567 39.11 -1.93
2023-03-01 13D/A HGTY / Hagerty, Inc. State Farm Mutual Automobile Insurance Co 59,000,000 63.90 0.00
2023-02-10 13D/A HGTY / Hagerty, Inc. State Farm Mutual Automobile Insurance Co 59,000,000 63.90 18.00
2022-12-12 13D/A GOCO / GoHealth, Inc. CCP III Cayman GP Ltd. 9,459,897 66.30 2.67
2022-12-02 13D/A GOCO / GoHealth, Inc. CCP III Cayman GP Ltd. 9,213,506 64.50 3.55
2022-11-25 13D GOCO / GoHealth, Inc. NVX Holdings, Inc. 6,433,058 42.20 -93.13
2022-11-25 13D GOCO / GoHealth, Inc. CCP III Cayman GP Ltd. 8,897,947 62.30
2022-11-21 13D/A GSHD / Goosehead Insurance, Inc Jones Mark Evan 14,958,039 40.31 -2.72
2022-11-15 13D/A EHTH / eHealth, Inc. Starboard Value LP 808,866 2.90 -63.94
2022-10-21 13D/A GSHD / Goosehead Insurance, Inc Jones Mark Evan 15,376,086 41.54 -0.26
2022-08-18 13D/A GSHD / Goosehead Insurance, Inc Jones Mark Evan 15,416,228 42.89 -2.00
2022-08-04 13D/A GSHD / Goosehead Insurance, Inc Jones Mark Evan 15,731,271 44.03 -0.96
2022-03-11 13D/A EHTH / eHealth, Inc. Hudson Executive Capital LP 750,501 2.80 -50.00
2022-01-07 13D/A EHTH / eHealth, Inc. Starboard Value LP 2,243,117 8.50 18.18
2021-12-15 13D HGTY / Hagerty, Inc. Hagerty Holding Corp. 176,033,906 52.80 0.00