PRINCIPAL FINANCIAL GROUP INC
Position in GSHD — Goosehead Insurance, Inc.
CIK 1126328
DES MOINES, IA
Position in GSHD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,733,534
+$1,359,213 QoQ
Shares Held
221,310
+0.7% QoQ
Ownership
0.623%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 229 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,056,991,337 across 8 Insurance Brokers names. GSHD ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
15,721,830 | $1,008,555,393 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,494,796 | $802,300,315 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
604,724 | $100,789,348 | |
| 4 | AON |
Aon plc
|
260,063 | $86,260,294 | |
| 5 | WTW |
Willis Towers Watson PLC
|
114,472 | $29,919,546 | |
| 6 | CRVL |
Corvel Corp
|
181,994 | $11,378,264 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
This page
|
221,310 | $10,733,534 | |
| 8 | ERIE |
Erie Indemnity Co
|
29,425 | $7,054,643 |
All Filings in GSHD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,733,534 | 221,310 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $9,374,321 | 219,745 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $13,139,969 | 178,411 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $11,932,799 | 160,344 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $16,568,234 | 157,030 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $14,362,471 | 121,654 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $12,743,525 | 118,854 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $10,226,724 | 114,521 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $8,422,254 | 146,627 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $9,655,169 | 144,929 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $9,612,728 | 126,817 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $9,501,158 | 127,481 | Shares | Defined | 2023-11-02 | |
| 2021-12-31 | $233,883 | 1,798 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $284,325 | 1,867 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $275,731 | 2,166 | Shares | Defined | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||