Asset Dedication, LLC

Position in GSHD — Goosehead Insurance, Inc.

CIK 1475896 SAN FRANCISCO, CA

Position in GSHD

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$12,076

+$1,454 QoQ

Shares Held

249

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#184

of 228 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Asset Dedication, LLC holds $123,330 across 6 Insurance Brokers names. GSHD ranks #2 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	278	$92,209
2	GSHD	Goosehead Insurance, Inc. This page	249	$12,076
3	MRSH	Marsh & Mclennan Companies, Inc.	35	$5,833
4	WTW	Willis Towers Watson PLC	21	$5,488
5	AJG	Arthur J. Gallagher & Co.	18	$4,132
6	BRO	Brown & Brown, Inc.	56	$3,592

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,076	249	0.0%	Shares	Sole	2026-07-30
2026-03-31	$10,622	249	0.0%	Shares	Sole	2026-05-29
2025-12-31	$18,338	249	0.0%	Shares	Sole	2026-01-26
2025-09-30	$18,530	249	0.0%	Shares	Sole	2025-11-20
2025-06-30	$26,271	249	0.0%	Shares	Sole	2025-08-19
2025-03-31	$29,396	249	0.0%	Shares	Sole	2025-05-01
2024-12-31	$26,697	249	0.0%	Shares	Sole	2025-01-23
2024-09-30	$22,235	249	—	Shares	Sole	2024-10-15
No filing history on record for this holder in this stock.