&PARTNERS

Position in GSHD — Goosehead Insurance, Inc.

CIK 107136 NASHVILLE, TN

Position in GSHD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$304,891

-$162,123 QoQ

Shares Held

7,147

+12.7% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

&PARTNERS holds $27,060,099 across 8 Insurance Brokers names. GSHD ranks #6 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	90,202	$15,645,536
2	BRO	Brown & Brown, Inc.	55,777	$3,637,218
3	AON	Aon plc	11,213	$3,619,332
4	AJG	Arthur J. Gallagher & Co.	8,030	$1,739,137
5	CRVL	Corvel Corp	31,228	$1,706,610
6	GSHD	Goosehead Insurance, Inc. This page	7,147	$304,891
7	WTW	Willis Towers Watson PLC	1,023	$297,386
8	CRD-A	Crawford & Co	11,032	$109,989

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.