Position in GSHD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,505,143
-$45,875 QoQ
Shares Held
72,271
-13.2% QoQ
Ownership
0.203%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 230 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $544,888,174 across 12 Insurance Brokers names. GSHD ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
833,230 | $191,284,611 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
998,086 | $166,350,993 | |
| 3 | AON |
Aon plc
|
337,900 | $112,078,051 | |
| 4 | BRO |
Brown & Brown, Inc.
|
464,414 | $29,792,158 | |
| 5 | WTW |
Willis Towers Watson PLC
|
61,829 | $16,160,245 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
233,878 | $8,831,233 | |
| 7 | CRVL |
Corvel Corp
|
102,070 | $6,381,416 | |
| 8 | ERIE |
Erie Indemnity Co
|
19,282 | $4,622,859 |
All Filings in GSHD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,505,143 | 72,271 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,551,018 | 83,240 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,820,171 | 65,447 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,126,328 | 82,321 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,877,107 | 93,613 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $12,201,146 | 103,347 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $12,865,327 | 119,990 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,494,446 | 117,519 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,289,480 | 126,906 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,508,806 | 112,711 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,436,317 | 45,334 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,615,375 | 48,509 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,530,190 | 40,232 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,988,454 | 38,093 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,347,467 | 39,239 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,743,437 | 48,918 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,263,861 | 49,570 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,004,281 | 38,237 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,053,998 | 38,853 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,929,106 | 38,933 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $6,531,253 | 51,306 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,157,823 | 48,123 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,027,550 | 24,267 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,703,831 | 19,677 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $967,685 | 12,875 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $268,404 | 6,014 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||