PRINCIPAL FINANCIAL GROUP INC
Position in GSHD — Goosehead Insurance, Inc.
CIK 1126328
DES MOINES, IA
Position in GSHD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$9,374,321
-$3,765,648 QoQ
Shares Held
219,745
+23.2% QoQ
Ownership
0.617%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,966,612,957 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.
|
15,608,720 | $1,017,844,628 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,242,088 | $702,171,417 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
610,447 | $105,882,031 | |
| 4 | AON |
Aon plc
|
250,925 | $80,993,570 | |
| 5 | WTW |
Willis Towers Watson PLC
|
113,522 | $33,000,845 | |
| 6 | CRVL |
Corvel Corp
|
179,600 | $9,815,139 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
This page
|
219,745 | $9,374,321 | |
| 8 | ERIE |
Erie Indemnity Co
|
29,967 | $7,531,006 |
All Filings in GSHD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||