Annual report pursuant to Section 13 and 15(d)

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

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Mergers and Acquisitions - Schedule of Estimated Fair Values of the Aggregate Assets and Liabilities Acquired (Detail)
$ in Thousands
Dec. 31, 2023
USD ($)
Fair Value Of Assets And Liabilities Statement [Line Items]  
Cash and cash equivalents $ 20,254
Commissions and fees receivable - net 18,956
Fiduciary cash and receivables 161,065
Goodwill 330,977
Customer relationships1 212,700 [1]
Other current and non-current assets 6,753
Total assets acquired 750,705
Accounts payable and accrued liabilities 10,747
Accrued compensation 12,992
Fiduciary liabilities 162,847
Deferred tax liabilities 34,161
Other current and non-current liabilities 4,951
Total liabilities assumed 225,698
Net assets acquired 525,007
Griffin  
Fair Value Of Assets And Liabilities Statement [Line Items]  
Cash and cash equivalents 0
Commissions and fees receivable - net 1,495
Fiduciary cash and receivables 14,042
Goodwill 63,898
Customer relationships1 51,400 [1]
Other current and non-current assets 1,368
Total assets acquired 132,203
Accounts payable and accrued liabilities 0
Accrued compensation 850
Fiduciary liabilities 15,824
Deferred tax liabilities 0
Other current and non-current liabilities 0
Total liabilities assumed 16,674
Net assets acquired 115,529
ACE and Point6  
Fair Value Of Assets And Liabilities Statement [Line Items]  
Cash and cash equivalents 0
Commissions and fees receivable - net 4,288
Fiduciary cash and receivables 31,502
Goodwill 25,782
Customer relationships1 21,900 [1]
Other current and non-current assets 0
Total assets acquired 83,472
Accounts payable and accrued liabilities 2,358
Accrued compensation 507
Fiduciary liabilities 31,502
Deferred tax liabilities 0
Other current and non-current liabilities 0
Total liabilities assumed 34,367
Net assets acquired 49,105
Socius Insurance Services  
Fair Value Of Assets And Liabilities Statement [Line Items]  
Cash and cash equivalents 12,858
Commissions and fees receivable - net 5,470
Fiduciary cash and receivables 53,072
Goodwill 177,057
Customer relationships1 99,200 [1]
Other current and non-current assets 2,995
Total assets acquired 350,652
Accounts payable and accrued liabilities 2,330
Accrued compensation 8,405
Fiduciary liabilities 53,072
Deferred tax liabilities 23,575
Other current and non-current liabilities 1,226
Total liabilities assumed 88,608
Net assets acquired 262,044
AccuRisk Holdings  
Fair Value Of Assets And Liabilities Statement [Line Items]  
Cash and cash equivalents 7,396
Commissions and fees receivable - net 7,703
Fiduciary cash and receivables 62,449
Goodwill 64,240
Customer relationships1 40,200 [1]
Other current and non-current assets 2,390
Total assets acquired 184,378
Accounts payable and accrued liabilities 6,059
Accrued compensation 3,230
Fiduciary liabilities 62,449
Deferred tax liabilities 10,586
Other current and non-current liabilities 3,725
Total liabilities assumed 86,049
Net assets acquired $ 98,329
[1] 1The customer relationships acquired during the year ended December 31, 2023 have a weighted average amortization period of 13.0 years.