OPPENHEIMER ASSET MANAGEMENT INC.
Position in GSHD — Goosehead Insurance, Inc.
CIK 1269119
NEW YORK, NY
Position in GSHD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,313,670
+$141,674 QoQ
Shares Held
27,086
-1.4% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
of 230 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $18,156,147 across 6 Insurance Brokers names. GSHD ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
84,280 | $14,046,945 | |
| 2 | AON |
Aon plc
|
4,871 | $1,615,660 | |
| 3 | GSHD |
Goosehead Insurance, Inc.
This page
|
27,086 | $1,313,670 | |
| 4 | BRO |
Brown & Brown, Inc.
|
8,748 | $561,183 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
1,566 | $359,505 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
6,864 | $259,184 |
All Filings in GSHD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,313,670 | 27,086 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,171,996 | 27,473 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $1,916,961 | 26,028 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $2,143,963 | 28,809 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $3,168,778 | 30,033 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $3,692,089 | 31,273 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $3,881,470 | 36,201 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $3,592,537 | 40,230 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $2,183,638 | 38,016 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $1,835,513 | 27,552 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $2,216,087 | 29,236 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,559,358 | 34,340 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $2,272,717 | 36,138 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $1,995,814 | 38,234 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,274,321 | 37,109 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $1,350,895 | 37,904 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,580,454 | 34,606 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,986,482 | 25,283 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $3,037,367 | 23,350 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $2,311,152 | 15,176 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,858,324 | 14,598 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $1,557,539 | 14,532 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,496,870 | 11,998 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $898,803 | 10,380 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $433,221 | 5,764 | 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. | ||||||