OPPENHEIMER ASSET MANAGEMENT INC.

Position in GSHD — Goosehead Insurance, Inc.

CIK 1269119 NEW YORK, NY

Position in GSHD

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,171,996

-$744,965 QoQ

Shares Held

27,473

+5.6% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Mar 31, 2026

OPPENHEIMER ASSET MANAGEMENT INC. holds $27,135,434 across 5 Insurance Brokers names. GSHD ranks #3 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	95,968	$16,645,646
2	AON	Aon plc	26,392	$8,518,809
3	GSHD	Goosehead Insurance, Inc. This page	27,473	$1,171,996
4	BRO	Brown & Brown, Inc.	6,148	$400,910
5	AJG	Arthur J. Gallagher & Co.	1,838	$398,073

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,171,996	27,473	+5.6%	Shares	Other	2026-04-24
2025-12-31	$1,916,961	26,028	-9.7%	Shares	Other	2026-02-02
2025-09-30	$2,143,963	28,809	-4.1%	Shares	Other	2025-11-06
2025-06-30	$3,168,778	30,033	-4.0%	Shares	Other	2025-07-31
2025-03-31	$3,692,089	31,273	-13.6%	Shares	Other	2025-04-23
2024-12-31	$3,881,470	36,201	-10.0%	Shares	Other	2025-02-05
2024-09-30	$3,592,537	40,230	+5.8%	Shares	Other	2024-11-05
2024-06-30	$2,183,638	38,016	+38.0%	Shares	Other	2024-08-08
2024-03-31	$1,835,513	27,552	-5.8%	Shares	Other	2024-05-07
2023-12-31	$2,216,087	29,236	-14.9%	Shares	Other	2024-02-13
2023-09-30	$2,559,358	34,340	-5.0%	Shares	Other	2023-11-08
2023-06-30	$2,272,717	36,138	-5.5%	Shares	Other	2023-08-03
2023-03-31	$1,995,814	38,234	+3.0%	Shares	Other	2023-05-10
2022-12-31	$1,274,321	37,109	-2.1%	Shares	Other	2023-02-07
2022-09-30	$1,350,895	37,904	+9.5%	Shares	Other	2022-11-14
2022-06-30	$1,580,454	34,606	+36.9%	Shares	Other	2022-08-08
2022-03-31	$1,986,482	25,283	+8.3%	Shares	Other	2022-05-12
2021-12-31	$3,037,367	23,350	+53.9%	Shares	Other	2022-02-02
2021-09-30	$2,311,152	15,176	+4.0%	Shares	Other	2021-11-12
2021-06-30	$1,858,324	14,598	+0.5%	Shares	Other	2021-08-03
2021-03-31	$1,557,539	14,532	+21.1%	Shares	Other	2021-05-17
2020-12-31	$1,496,870	11,998	+15.6%	Shares	Other	2021-02-11
2020-09-30	$898,803	10,380	+80.1%	Shares	Other	2020-11-13
2020-06-30	$433,221	5,764	+32.9%	Shares	Other	2020-08-11
2020-03-31	$193,560	4,337	—	Shares	Other	2020-05-08
No filing history on record for this holder in this stock.