| Fiscal period | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|
| Period End Date | 12/31/2023 | 12/31/2022 | 12/31/2021 | 12/31/2020 | 12/31/2019 | 12/31/2018 | 12/31/2017 | 12/31/2016 | 12/31/2015 | 12/31/2014 |
|---|
| Fees | 3,144.70 | 2,567.70 | 2,264.10 | 1,957.90 | 1,911.10 | 1,756.30 | 1,636.80 | 1,492.80 | 1,432.30 | 1,258.30 |
| Investment income | 367.30 | 136.30 | 83.10 | 75.90 | 86.90 | 70.10 | 56.30 | 53.30 | 54.20 | 41.30 |
| Commissions | 5,865.00 | 5,187.40 | 4,132.30 | 3,591.90 | 3,320.60 | 2,920.70 | 2,627.10 | 2,439.10 | 2,338.70 | 2,083.00 |
| Contingent commissions | 235.30 | 207.30 | 188.00 | 147.00 | 135.60 | 98.00 | 111.80 | 107.20 | 93.70 | 84.70 |
| Investment income - Brokerage and Risk Management | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Investment income - Financial Services | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Income from equity investments, partnerships and joint ventures | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Interest income from fiduciary funds | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Income (loss) from investment strategies and marketable securities | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Gain on sale of portion of minority interest in investment | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Installment gains from alternative energy partnership sales | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Income from real estate ventures | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Supplemental and contingent commissions | 314.20 | 284.70 | 248.70 | 221.90 | 210.50 | 189.90 | 163.70 | 147.00 | 125.50 | 104.00 |
| Gains realized on books of business sales | -- | 13.00 | 18.90 | (5.80) | 75.30 | 10.20 | 3.40 | 6.60 | 6.70 | 7.30 |
| Revenues from clean-coal activities | -- | 23.00 | 1,140.80 | 863.50 | 1,319.30 | 1,746.30 | 1,560.50 | 1,350.10 | 1,310.80 | 1,029.50 |
| Other income | -- | 0.70 | 0.50 | (0.40) | (2.90) | 0.90 | -- | (1.30) | 30.50 | 18.40 |
| Reimbursements | 145.40 | 130.50 | 133.00 | 151.70 | 138.60 | 141.60 | -- | -- | -- | -- |
| Investment gains (losses) | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Less brokerage | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Total Revenues | 10,071.90 | 8,550.60 | 8,209.40 | 7,003.60 | 7,195.00 | 6,934.00 | 6,159.60 | 5,594.80 | 5,392.40 | 4,626.50 |
| Salaries and employee benefits | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Compensation | 5,681.20 | 4,799.80 | 3,927.50 | 3,466.50 | 3,339.50 | 3,026.30 | 2,752.30 | 2,538.90 | 2,428.90 | 2,167.60 |
| Expenses of real estate ventures | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Cost of revenues from clean-coal activities | -- | 22.90 | 1,173.20 | 882.10 | 1,352.80 | 1,816.00 | 1,635.90 | 1,408.60 | 1,351.50 | 1,058.90 |
| Depreciation | 165.20 | 144.70 | 151.20 | 145.10 | 140.40 | 127.80 | 121.10 | 103.60 | 93.90 | 69.40 |
| Amortization | 531.30 | 454.90 | 415.10 | 417.30 | 334.00 | 291.20 | 264.70 | 247.20 | 240.30 | 189.50 |
| Change in estimated acquisition earnout payables | 377.30 | 83.00 | 119.60 | (32.90) | 15.30 | 9.60 | 30.90 | 32.10 | 40.60 | 17.50 |
| Operating | (1,689.70) | (1,330.90) | (1,072.40) | (906.50) | (1,068.50) | (903.70) | (852.50) | (797.70) | (840.70) | (767.20) |
| Operating expenses of alternative energy partnerships | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Loss on extinguishment of debt | -- | 0.00 | (16.20) | -- | -- | -- | -- | -- | -- | -- |
| Reimbursements | (145.40) | (130.50) | (133.00) | (151.70) | (138.60) | (141.60) | -- | -- | -- | -- |
| Interest | 296.70 | 256.90 | 226.10 | 196.40 | 179.80 | 138.40 | 124.10 | 109.80 | 103.00 | 89.00 |
| Litigation related matters | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Investment expenses | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Retail contingent commission related matters | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Earnings before income taxes | 1,185.10 | 1,327.00 | 975.10 | 870.90 | 626.10 | 479.40 | 378.10 | 356.90 | 293.50 | 267.40 |
| Pre-Tax Income - Domestic | 605.00 | 781.60 | 593.00 | 524.40 | 388.40 | 337.60 | 278.60 | 351.30 | 345.60 | 264.90 |
| Foreign, principally United Kingdom, Australia and Bermuda | 580.10 | 545.40 | 382.10 | 346.50 | 237.70 | 141.80 | 99.50 | 5.60 | (52.10) | 2.50 |
| Provision (benefit) for income taxes | 219.10 | 211.00 | 20.10 | 12.80 | (89.70) | (196.50) | (121.10) | (88.10) | (95.60) | (36.00) |
| Foreign: Current | 212.80 | 109.10 | 108.80 | 94.60 | 66.60 | 60.70 | 29.10 | 22.40 | 22.90 | 30.50 |
| Foreign: Deferred | (112.80) | (3.50) | (20.70) | (30.30) | (22.70) | (29.60) | (14.30) | (17.80) | (38.60) | (27.10) |
| Federal: Current | (21.40) | 196.60 | 44.60 | 43.60 | 3.80 | -- | 16.40 | 45.90 | 43.90 | 38.80 |
| Federal: Deferred | 112.90 | (122.00) | (151.60) | (112.40) | (142.50) | (214.00) | (160.40) | (146.70) | (139.40) | (96.60) |
| State and local: Current | (15.40) | 114.30 | 50.60 | 36.60 | 11.10 | 15.40 | 6.70 | 8.40 | 18.90 | 19.50 |
| State and local: Deferred | 43.00 | (83.50) | (11.60) | (19.30) | (6.00) | (29.00) | 1.40 | (0.30) | (3.30) | (1.10) |
| Earnings (loss) from continuing operations | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Discontinued operations: Earnings (loss) from discontinued operations before income taxes | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Discontinued operations: Loss on disposal of operations | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Discontinued operations: Provision (benefit) for income taxes | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Net Earnings | 966.00 | 1,116.00 | 955.00 | 858.10 | 715.80 | 675.90 | 499.20 | 445.00 | 389.10 | -- |
| Net earnings attributable to noncontrolling interests | (3.50) | 1.80 | 48.20 | 39.30 | 47.00 | 42.40 | 36.10 | 30.60 | 32.30 | -- |
| Net earnings allocable to Common Units | 969.50 | 1,114.20 | 906.80 | 818.80 | 668.80 | 633.50 | 463.10 | 414.40 | 356.80 | 303.40 |
| Basic: Earnings from Continuing Operations | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Basic: Earnings (loss) from discontinued operations | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Basic net earnings (loss) per share | 4.51 | 5.30 | 4.47 | 4.29 | 3.60 | 3.47 | 2.57 | 2.33 | 2.07 | 1.98 |
| Diluted: Earnings from Continuing Operations | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Diluted: Earnings (loss) from discontinued operations | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Diluted net earnings (loss) per share | 4.42 | 5.19 | 4.37 | 4.20 | 3.52 | 3.40 | 2.54 | 2.32 | 2.06 | 1.97 |
| Weighted average number of common shares outstanding- Basic | 214.90 | 210.30 | 202.70 | 191.00 | 186.00 | 182.70 | 180.10 | 177.60 | 172.20 | 152.90 |
| Weighted average number of common and common equivalent shares outstanding | 219.30 | 214.70 | 207.30 | 195.00 | 190.10 | 186.20 | 182.10 | 178.40 | 173.20 | 154.30 |