&PARTNERS

Position in GSHD — Goosehead Insurance, Inc.

CIK 107136 NASHVILLE, TN

Position in GSHD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$265,392

-$39,499 QoQ

Shares Held

5,472

-23.4% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#136

of 229 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

&PARTNERS holds $29,156,490 across 8 Insurance Brokers names. GSHD ranks #7 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	86,395	$14,399,454
2	BRO	Brown & Brown, Inc.	81,364	$5,219,500
3	AON	Aon plc	13,005	$4,313,628
4	AJG	Arthur J. Gallagher & Co.	10,225	$2,347,353
5	CRVL	Corvel Corp	31,780	$1,986,885
6	WTW	Willis Towers Watson PLC	1,774	$463,670
7	GSHD	Goosehead Insurance, Inc. This page	5,472	$265,392
8	CRD-A	Crawford & Co	14,251	$160,608

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,392	5,472	-23.4%	Shares	Sole	2026-08-14
2026-03-31	$304,891	7,147	+12.7%	Shares	Sole	2026-05-15
2025-12-31	$467,014	6,341	-2.8%	Shares	Sole	2026-02-17
2025-09-30	$485,664	6,526	-17.1%	Shares	Sole	2025-11-14
2025-06-30	$830,680	7,873	+13.3%	Shares	Sole	2025-08-14
2025-03-31	$820,398	6,949	+11.5%	Shares	Sole	2025-05-15
2024-12-31	$668,409	6,234	+100.1%	Shares	Sole	2025-02-14
2024-09-30	$278,169	3,115	+11.2%	Shares	Sole	2024-11-14
2022-03-31	$219,996	2,800	+55.6%	Shares	Sole	2022-04-26
2021-12-31	$234,144	1,800	0.0%	Shares	Sole	2022-01-12
2021-09-30	$274,122	1,800	0.0%	Shares	Sole	2021-10-07
2021-06-30	$229,140	1,800	—	Shares	Sole	2021-07-12
No filing history on record for this holder in this stock.