Position in GSHD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,175,154
+$721,679 QoQ
Shares Held
24,230
+127.9% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 228 holders
Holding Since
Dec 2020
8 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, 2026Creative Planning holds $106,941,537 across 11 Insurance Brokers names. GSHD ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
98,089 | $22,518,291 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,264 | $22,377,780 | |
| 3 | AON |
Aon plc
|
64,022 | $21,235,456 | |
| 4 | BRO |
Brown & Brown, Inc.
|
327,626 | $21,017,207 | |
| 5 | CRVL |
Corvel Corp
|
132,045 | $8,255,452 | |
| 6 | WTW |
Willis Towers Watson PLC
|
23,969 | $6,264,776 | |
| 7 | ERIE |
Erie Indemnity Co
|
9,858 | $2,363,455 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
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|
24,230 | $1,175,154 |
All Filings in GSHD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,175,154 | 24,230 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $453,475 | 10,630 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $920,404 | 12,497 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $236,658 | 2,243 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $342,492 | 2,901 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $215,297 | 2,008 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $678 | 13 | Shares | Sole | 2023-05-15 | |
| 2020-12-31 | $635,153 | 5,091 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||