Position in GSHD
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,657,767
-$2,010,886 QoQ
Shares Held
38,860
-22.0% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Phocas Financial Corp. holds $2,155,901 across 2 Insurance Brokers names. GSHD ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GSHD |
Goosehead Insurance, Inc.
This page
|
38,860 | $1,657,767 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,300 | $498,134 |
All Filings in GSHD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,657,767 | 38,860 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,668,653 | 49,812 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||