Plante Moran Financial Advisors, LLC
Position in GSHD — Goosehead Insurance, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in GSHD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$194
New position
Shares Held
4
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#223
of 228 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $598,673 across 7 Insurance Brokers names. GSHD ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,607 | $533,025 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
305 | $50,834 | |
| 3 | WTW |
Willis Towers Watson PLC
|
50 | $13,068 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3 | $688 | |
| 5 | CRVL |
Corvel Corp
|
10 | $625 | |
| 6 | ERIE |
Erie Indemnity Co
|
1 | $239 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
This page
|
4 | $194 |
All Filings in GSHD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194 | 4 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||