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)
2026-02-25 13D/A GSHD / Goosehead Insurance, Inc. Jones Mark Evan 12,957,869 35.10 1.68
2026-01-16 13D AIFU / AIFU Inc. Liu Yif 96,526,648 78.15
2026-01-16 13D AIFU / AIFU Inc. Liu Yif 96,526,648 78.15
2026-01-13 13D/A AIFU / AIFU Inc. Zhou Jamie 3,900,000 3.16 0.00
2026-01-13 13D/A AIFU / AIFU Inc. Zhao Ileana 8,100,250 6.56 0.00
2026-01-13 13D/A AIFU / AIFU Inc. Puyi, Inc. 1,642,774 1.33 0.00
2026-01-13 13D/A AIFU / AIFU Inc. Infinew Ltd 1,225,250 0.99 0.00
2025-12-23 13D/A AIFU / AIFU Inc. Puyi, Inc. 1,642,774 7.85 0.00
2025-12-23 13D/A AIFU / AIFU Inc. Infinew Ltd 1,225,250 5.85 0.00
2025-12-23 13D/A AIFU / AIFU Inc. Zhou Jamie 3,900,000 18.63 0.00
2025-12-23 13D AIFU / AIFU Inc. Zhao Ileana 8,100,250 38.69 161.30
2025-11-06 13D/A HGTY / Hagerty, Inc. State Farm Mutual Automobile Insurance Co 56,040,881 53.50 0.00
2025-11-05 13D/A HGTY / Hagerty, Inc. Markel Corp 79,380,265 44.90 0.00
2025-09-24 13D/A AIFU / AIFU Inc. Infinew Ltd 1,225,250 7.72
2025-09-24 13D/A AIFU / AIFU Inc. Puyi, Inc. 1,642,774 10.35
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
2025-04-18 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
2024-06-05 13D/A HGTY / Hagerty, Inc. State Farm Mutual Automobile Insurance Co 63,240,881 63.90 -0.00
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
2023-07-10 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