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Confirmed

Insurance Brokers & Services

11 names are moving together; 100% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
BROBrown & Brown, Inc.Financial Services-2.5%Group member
AONAon plcFinancial Services-1.0%Group member
KNSLKinsale Capital Group, Inc.Financial Services-5.2%Group member
MRSHMarshFinancial Services-1.1%Group member
AJGArthur J. Gallagher & Co.Financial Services-2.5%Group member
PLMRPalomar Holdings, Inc.Financial Services-3.2%Most structurally connected
ERIEErie Indemnity CompanyFinancial Services-11.4%Group member
RYANRyan Specialty Holdings, Inc.Financial Services-1.3%Group member
CTASCintas CorporationIndustrials+4.4%Group member
RLIRLI Corp.Financial Services-3.5%Group member
UNFUnifirst CorporationIndustrials+2.2%Group member

Why we believe this

Cohort

11 names

Participation

100% this session

Observed history

1 daily builds

Filing coverage

11/11 members

restructuring affecting expense

Operating expenses increased $51 million, or 2%, compared to the prior-year period, due primarily to the increase in expense associated with 5% organic revenue growth and investments in long-term growth, as well as the unfavorable impact of foreign currency translation, partially offset by lower expenses associated with the sale of the NFP Wealth business and $25 million of net restructuring savings. ◦ Risk Capital operating expenses increased $126 million, or 6%, compared to the prior-year period; and ◦ Human Capital operating expenses decreased $46 million, or 4%, compared to the prior-year period.

AON 10-Q

credit / rates affecting interest expense

Interest expense - The increase in interest expense in 2025 compared to 2024 was due to the following (in millions): Change in interest expense related to: 2025 / 2024 Interest on borrowings from our Credit Agreement $ 4 Interest on the maturity of the Series H notes (2) Interest on the maturity of the Series O notes (4) Interest on the maturity of the Series HH notes (1) Interest on the $1,000 million senior notes funded on February 15, 2024 7 Interest on the $5,000 million senior notes funded on December 19, 2024 254 Net change in interest expense $ 258 Depreciation - Depreciation expense in 2025 was flat compared to 2024, and includes capital improvements made at our corporate headquarters and Gallagher Centers of Excellence in 2025 and 2024 and to the acquisition of other corporate related fixed assets in 2025.

AJG 10-K

credit / rates

The aggregate estimated fair value of these borrowings at March 31, 2026 was $11,543 million due to their long‑term duration and fixed interest rates associated with these debt obligations.

AJG 10-Q

Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.