Position in GSHD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,896
-$13,397 QoQ
Shares Held
232
-25.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Advisory Services Network, LLC holds $5,773,904 across 12 Insurance Brokers names. GSHD ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
35,199 | $2,295,322 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,008 | $1,042,082 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,222 | $914,396 | |
| 4 | AON |
Aon plc
|
2,320 | $748,843 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
26,415 | $579,544 | |
| 6 | WTW |
Willis Towers Watson PLC
|
607 | $176,451 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
This page
|
232 | $9,896 | |
| 8 | ERIE |
Erie Indemnity Co
|
15 | $3,769 |
All Filings in GSHD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,896 | 232 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $23,293 | 313 | Shares | Sole | 2025-11-18 | |
| 2023-12-31 | $114,608 | 1,512 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $128,045 | 2,453 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $64,250 | 1,871 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $246,474 | 3,137 | Shares | Sole | 2022-05-23 | |
| 2021-06-30 | $139,138 | 1,093 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||