Capital Advisors, Ltd. LLC
Position in GSHD — Goosehead Insurance, Inc.
CIK 1597878
SHAKER HEIGHTS, OH
Position in GSHD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,376
+$286 QoQ
Shares Held
49
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 228 holders
Holding Since
Jun 2022
16 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, 2026Capital Advisors, Ltd. LLC holds $155,008 across 9 Insurance Brokers names. GSHD ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
148 | $49,090 | |
| 2 | WTW |
Willis Towers Watson PLC
|
118 | $30,841 | |
| 3 | BRO |
Brown & Brown, Inc.
|
466 | $29,893 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
162 | $27,000 | |
| 5 | ERIE |
Erie Indemnity Co
|
51 | $12,227 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
15 | $3,443 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
This page
|
49 | $2,376 | |
| 8 | CRD-A |
Crawford & Co
|
12 | $135 |
All Filings in GSHD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,376 | 49 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,090 | 49 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,608 | 49 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,646 | 49 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,169 | 49 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,784 | 49 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,253 | 49 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,375 | 49 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,814 | 49 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,264 | 49 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,714 | 49 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,651 | 49 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,081 | 49 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3 | 49 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2 | 49 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $319 | 7 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||