| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Insurance Services Usa, Inc. | Parent | 1/1/2010 | 12/29/2012 |
| Wells Fargo Insurance Services, Inc. | Parent | 6/30/2007 | 12/31/2009 |
| Wells Fargo Insurance Services, Inc. | Parent | 5/1/2001 | 6/29/2007 |
| American E & S Insurance Brokers New York, Inc. | Subsidary | 5/1/2001 | 4/29/2005 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Insurance Services Usa, Inc. | Buyer | Discontinued | 12/30/2012 | ||
| American E & S Insurance Brokers New York, Inc. | Seller | Discontinued | 4/30/2005 | ||
| Atlanta Insurance Broking Services, Inc. | Seller | Discontinued | 1/1/2004 |