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Company

Heffernan

3 stories · tracked since Aug 26, 2026 · last seen Oct 7, 2026

Heffernan Insurance Brokers is a California-based independent insurance brokerage that provides commercial property and casualty, employee benefits and personal insurance. It has expanded through acquisitions of smaller agencies in several US regions.

BrokerHealth insuranceHome and property insuranceWalnut Creek, United States

Profile compiled by Insurtech Daily from the coverage below.

Most-covered themes

M&A

Reported by

Insurance Journal, Coverager

1 deal tracked · price not disclosed

Heffernan acquisitions and mergers — counterparty, date and source
Deal Announced Source
Acquired Kristin Manwaring Insurance Associates Coverager

Ownership changes as reported in the insurance press — see the M&A tracker for what is counted and what isn't. Minority investments are not acquisitions and are on the funding tracker instead.

Coverage

  1. Insurance Journal · Oct 7, 2026

    Heffernan Insurance Acquires Walterry Brokers of Maryland

    California-based Heffernan Insurance Brokers has acquired Walterry Insurance Brokers, an independent insurance agency based in Clinton, Maryland. The Walterry team joined Heffernan effective May 1, 2026. Established in…

    M&A
  2. Coverager · Oct 6, 2026

    Heffernan acquires Walterry Insurance Brokers

    The acquisition expands Heffernan’s presence in the Washington, D.C., metropolitan area and adds expertise in media and professional liability.

    M&A
  3. Coverager · Aug 26, 2026

    Heffernan acquires Kristin Manwaring Insurance Associates

    The acquisition expands Heffernan’s presence in the Pacific Northwest.

    M&A

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