Position in GSHD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$433,347
+$20,655 QoQ
Shares Held
8,935
-7.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#11
of 48 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $21,127,381 across 8 Insurance Brokers names. GSHD ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
55,681 | $9,280,352 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
20,780 | $4,770,464 | |
| 3 | AON |
Aon plc
|
8,294 | $2,751,036 | |
| 4 | BRO |
Brown & Brown, Inc.
|
27,275 | $1,749,691 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,737 | $976,739 | |
| 6 | CRVL |
Corvel Corp
|
14,380 | $899,037 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
This page
|
8,935 | $433,347 | |
| 8 | CRD-A |
Crawford & Co
|
23,666 | $266,715 |
All Filings in GSHD
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,347 | 8,935 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $412,692 | 9,674 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $583,013 | 7,916 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $524,214 | 7,044 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $966,366 | 9,159 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,012,836 | 8,579 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,180,492 | 11,010 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $911,038 | 10,202 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $807,663 | 14,061 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,024,149 | 15,373 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,198,928 | 15,817 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,193,150 | 16,009 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,006,428 | 16,003 | Shares | Sole | 2023-08-04 | |
| 2021-12-31 | $1,912,045 | 14,699 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,449,889 | 16,087 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,580,243 | 20,269 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,082,185 | 19,427 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,164,835 | 17,352 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,412,109 | 16,308 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,131,458 | 15,054 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $498,427 | 11,168 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||