MassMutual Private Wealth & Trust, FSB

Position in GSHD — Goosehead Insurance, Inc.

CIK 1103653 Windsor, CT

Position in GSHD

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$24,929

+$21,175 QoQ

Shares Held

514

+484.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#21

of 44 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MassMutual Private Wealth & Trust, FSB holds $1,203,258 across 10 Insurance Brokers names. GSHD ranks #7 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,761	$460,175
2	AON	Aon plc	650	$215,598
3	AJG	Arthur J. Gallagher & Co.	931	$213,729
4	WTW	Willis Towers Watson PLC	337	$88,081
5	BRO	Brown & Brown, Inc.	1,315	$84,357
6	CRVL	Corvel Corp	1,228	$76,774
7	GSHD	Goosehead Insurance, Inc. This page	514	$24,929
8	ERIE	Erie Indemnity Co	91	$21,817

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,929	514	+484.1%	Shares	Sole	2026-07-02
2026-03-31	$3,754	88	+23.9%	Shares	Sole	2026-04-13
2025-12-31	$5,229	71	+407.1%	Shares	Sole	2026-01-07
2025-09-30	$1,041	14	0.0%	Shares	Sole	2025-10-22
2025-06-30	$1,477	14	-62.2%	Shares	Sole	2025-07-09
2025-03-31	$4,368	37	+311.1%	Shares	Sole	2025-04-01
2024-12-31	$964	9	-18.2%	Shares	Sole	2025-01-16
2024-06-30	$631	11	-21.4%	Shares	Sole	2024-07-02
2024-03-31	$932	14	+7.7%	Shares	Sole	2024-04-09
2023-12-31	$985	13	—	Shares	Sole	2024-01-03
2020-03-31	$0	0	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.