Annual report pursuant to Section 13 and 15(d)

Mergers and Acquisitions - Schedule of Estimated Fair Values of the Aggregate Assets and Liabilities Acquired (Details)

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Mergers and Acquisitions - Schedule of Estimated Fair Values of the Aggregate Assets and Liabilities Acquired (Details) - USD ($)
$ in Thousands
 12 Months Ended
Dec. 31, 2024
Nov. 04, 2024
Oct. 01, 2024
Sep. 13, 2024
Sep. 01, 2024
Aug. 30, 2024
May 01, 2024
Dec. 31, 2023
Dec. 31, 2022
Business Acquisition Contingent Consideration [Line Items]                  
Goodwill $ 2,646,676             $ 1,646,482 $ 1,314,984
2024 Acquisitions                  
Business Acquisition Contingent Consideration [Line Items]                  
Cash and cash equivalents 35,835                
Commissions and fees receivable – net 74,122                
Fiduciary cash and receivables 294,174                
Goodwill 1,003,168                
Lease right-of-use assets 4,076                
Other current and non-current assets 3,558                
Total assets acquired 2,403,488                
Accounts payable and accrued liabilities 13,147                
Accrued compensation 76,503                
Fiduciary liabilities 294,274                
Operating lease liabilities 4,076                
Deferred tax liabilities 55,441                
Total liabilities assumed 443,441                
Net assets acquired 1,960,047                
2024 Acquisitions | Customer Relationships                  
Business Acquisition Contingent Consideration [Line Items]                  
Intangible assets $ 966,580                
Weighted average amortization period 13 years 4 months 24 days                
2024 Acquisitions | Other intangible assets                  
Business Acquisition Contingent Consideration [Line Items]                  
Intangible assets $ 21,975                
Castel                  
Business Acquisition Contingent Consideration [Line Items]                  
Cash and cash equivalents             $ 10,294    
Commissions and fees receivable – net             10,657    
Fiduciary cash and receivables             119,333    
Goodwill             188,611    
Lease right-of-use assets             1,269    
Other current and non-current assets             1,312    
Total assets acquired             430,046    
Accounts payable and accrued liabilities             254    
Accrued compensation             43,688    
Fiduciary liabilities             119,433    
Operating lease liabilities             1,269    
Deferred tax liabilities             20,173    
Total liabilities assumed             184,817    
Net assets acquired             245,229    
Castel | Customer Relationships                  
Business Acquisition Contingent Consideration [Line Items]                  
Intangible assets             97,695    
Castel | Other intangible assets                  
Business Acquisition Contingent Consideration [Line Items]                  
Intangible assets             $ 875    
US Assure                  
Business Acquisition Contingent Consideration [Line Items]                  
Cash and cash equivalents           $ 7,181      
Commissions and fees receivable – net           50,111      
Fiduciary cash and receivables           122,136      
Goodwill           463,090      
Lease right-of-use assets           2,256      
Other current and non-current assets           606      
Total assets acquired           1,325,580      
Accounts payable and accrued liabilities           9,284      
Accrued compensation           3,138      
Fiduciary liabilities           122,136      
Operating lease liabilities           2,256      
Deferred tax liabilities           0      
Total liabilities assumed           136,814      
Net assets acquired           1,188,766      
US Assure | Customer Relationships                  
Business Acquisition Contingent Consideration [Line Items]                  
Intangible assets           670,300      
US Assure | Other intangible assets                  
Business Acquisition Contingent Consideration [Line Items]                  
Intangible assets           $ 9,900      
Greenhill                  
Business Acquisition Contingent Consideration [Line Items]                  
Cash and cash equivalents         $ 314        
Commissions and fees receivable – net         46        
Fiduciary cash and receivables         3,222        
Goodwill         7,570        
Lease right-of-use assets         0        
Other current and non-current assets         0        
Total assets acquired         15,437        
Accounts payable and accrued liabilities         0        
Accrued compensation         49        
Fiduciary liabilities         3,222        
Operating lease liabilities         0        
Deferred tax liabilities         0        
Total liabilities assumed         3,271        
Net assets acquired         12,166        
Greenhill | Customer Relationships                  
Business Acquisition Contingent Consideration [Line Items]                  
Intangible assets         4,285        
Greenhill | Other intangible assets                  
Business Acquisition Contingent Consideration [Line Items]                  
Intangible assets         $ 0        
Ethos P&C                  
Business Acquisition Contingent Consideration [Line Items]                  
Cash and cash equivalents       $ 0          
Commissions and fees receivable – net       0          
Fiduciary cash and receivables       0          
Goodwill       24,246          
Lease right-of-use assets       0          
Other current and non-current assets       0          
Total assets acquired       45,346          
Accounts payable and accrued liabilities       0          
Accrued compensation       1,371          
Fiduciary liabilities       0          
Operating lease liabilities       0          
Deferred tax liabilities       0          
Total liabilities assumed       1,371          
Net assets acquired       43,975          
Ethos P&C | Customer Relationships                  
Business Acquisition Contingent Consideration [Line Items]                  
Intangible assets       21,100          
Ethos P&C | Other intangible assets                  
Business Acquisition Contingent Consideration [Line Items]                  
Intangible assets       $ 0          
EverSports                  
Business Acquisition Contingent Consideration [Line Items]                  
Cash and cash equivalents     $ 0            
Commissions and fees receivable – net     1,788            
Fiduciary cash and receivables     19,840            
Goodwill     24,417            
Lease right-of-use assets     0            
Other current and non-current assets     0            
Total assets acquired     63,445            
Accounts payable and accrued liabilities     0            
Accrued compensation     538            
Fiduciary liabilities     19,840            
Operating lease liabilities     0            
Deferred tax liabilities     0            
Total liabilities assumed     20,378            
Net assets acquired     43,067            
EverSports | Customer Relationships                  
Business Acquisition Contingent Consideration [Line Items]                  
Intangible assets     17,400            
EverSports | Other intangible assets                  
Business Acquisition Contingent Consideration [Line Items]                  
Intangible assets     $ 0            
Innovisk                  
Business Acquisition Contingent Consideration [Line Items]                  
Cash and cash equivalents   $ 18,046              
Commissions and fees receivable – net   11,520              
Fiduciary cash and receivables   29,643              
Goodwill   295,234              
Lease right-of-use assets   551              
Other current and non-current assets   1,640              
Total assets acquired   523,634              
Accounts payable and accrued liabilities   3,609              
Accrued compensation   27,719              
Fiduciary liabilities   29,643              
Operating lease liabilities   551              
Deferred tax liabilities   35,268              
Total liabilities assumed   96,790              
Net assets acquired   426,844              
Innovisk | Customer Relationships                  
Business Acquisition Contingent Consideration [Line Items]                  
Intangible assets   155,800              
Innovisk | Other intangible assets                  
Business Acquisition Contingent Consideration [Line Items]                  
Intangible assets   $ 11,200