Position in GSHD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,551,018
-$1,269,153 QoQ
Shares Held
83,240
+27.2% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $615,363,043 across 11 Insurance Brokers names. GSHD ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
977,349 | $211,674,246 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,133,483 | $196,602,626 | |
| 3 | AON |
Aon plc
|
423,209 | $136,603,401 | |
| 4 | BRO |
Brown & Brown, Inc.
|
521,540 | $34,009,623 | |
| 5 | WTW |
Willis Towers Watson PLC
|
62,166 | $18,071,656 | |
| 6 | CRVL |
Corvel Corp
|
101,160 | $5,528,394 | |
| 7 | ERIE |
Erie Indemnity Co
|
19,965 | $5,017,404 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
This page
|
83,240 | $3,551,018 |
All Filings in GSHD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||