Private company
Who owns USI Insurance Services LLC
One company in the researched set discloses a stake in USI Insurance Services LLC, none of it sized by anyone who discloses it. USI Insurance Services LLC is private, so no 13F reports it: a 13F covers exchange listed positions only. These figures exist because each holder disclosed the stake in its own filings.
USI Insurance Services LLC - Profile
- Type
- private company
- Based in
- United States
- Founded
- 1994
USI Insurance Services is an American insurance broker and consulting firm headquartered in Valhalla, New York. It places property and casualty cover, designs and administers employee benefit and retirement programmes, and advises on personal risk for more than 500,000 clients, mostly middle market businesses, public bodies and non profits, working through nearly 200 offices across the United States with over 10,500 staff and annual revenue of roughly 3 billion dollars. The company started in 1994 as a single office with 40 people and 6.5 million dollars of revenue and grew mainly by buying local agencies and folding their books into a national platform. It has passed through several private equity owners, including Goldman Sachs Capital Partners and Onex, and was bought in 2017 in a transaction valuing it at 4.3 billion dollars.
Source
USI Insurance Services LLC files nothing with the SEC, so none of this comes from a filer record. The description was written for this site in August 2026 from About USI (USI Insurance Services), CDPQ and KKR acquire USI, a leading insurance brokerage and consulting firm (La Caisse press release) and KKR Invests Additional $1 Billion in USI to Become Largest Shareholder (Insurance Journal, September 2023). The ownership figures below come from the holders' filings instead, and are sourced row by row.
The disclosed stakes
One row per position. Where a holder reports the same company in two share classes, both rows are shown rather than summed, because the class is part of a position's identity.
Where each figure comes from
A private stake has no ownership form behind it, so the source is always the holder's own filing or disclosure. Anything modelled says so, with the arithmetic.
- KKR & Co. Inc.. Q2 2026 10-Q, Strategic Holdings segment note: for the three and six months ended 30 Jun 2026, 'dividends, net' in the Strategic Holdings segment were comprised of dividend income from USI Insurance Services LLC (business services sector). This segment is one of KKR's own three reporting segments (Asset Management, Insurance, Strategic Holdings) and is where KKR reports dividend and realized-gain income on its own book, as distinct from the fee-earning Asset Management segment. No ownership percentage or fair value for the USI stake specifically is disclosed in the 10-Q or the FY2025 10-K; the position is held through a consolidated core private equity vehicle in which KKR holds a co-investment/GP interest alongside third-party fund capital, and only the segment-level dividend and realized-gain totals are reported, not a per-company balance. source
What this page is not
It is not a complete register. It lists the holders who happen to be inside the researched set and disclosed the stake themselves. A private company can have many other shareholders, and nothing here rules them out: venture investors, founders and employees usually appear in no public filing at all. Percentages are of USI Insurance Services LLC where a holder stated one, and are missing where no holder did.