Motley Fool Wealth Management, LLC

Position in GSHD — Goosehead Insurance, Inc.

CIK 1607978 ALEXANDRIA, VA

Position in GSHD

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,878,177

-$5,141,959 QoQ

Shares Held

90,909

-25.8% QoQ

Ownership

0.256%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Motley Fool Wealth Management, LLC holds $16,670,608 across 3 Insurance Brokers names. GSHD ranks #3 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	126,766	$8,266,410
2	AON	Aon plc	14,022	$4,526,021
3	GSHD	Goosehead Insurance, Inc. This page	90,909	$3,878,177

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,878,177	90,909	-25.8%	Shares	Sole	2026-05-12
2025-12-31	$9,020,136	122,473	+44.4%	Shares	Sole	2026-02-11
2025-09-30	$6,309,922	84,788	-10.7%	Shares	Sole	2025-11-14
2025-06-30	$10,021,867	94,985	-9.5%	Shares	Sole	2025-08-01
2025-03-31	$12,385,792	104,911	-8.5%	Shares	Sole	2025-05-12
2024-12-31	$12,297,705	114,696	-41.2%	Shares	Sole	2025-02-12
2024-09-30	$17,427,609	195,158	-1.4%	Shares	Sole	2024-11-14
2024-06-30	$11,371,167	197,966	+89.0%	Shares	Sole	2024-08-08
2024-03-31	$6,978,578	104,752	+7.0%	Shares	Sole	2024-05-08
2023-12-31	$7,417,484	97,856	-1.3%	Shares	Sole	2024-02-02
2023-09-30	$7,385,624	99,096	-0.2%	Shares	Sole	2023-11-13
2023-06-30	$6,246,737	99,328	+52.5%	Shares	Sole	2023-08-09
2023-03-31	$3,399,316	65,121	+1.4%	Shares	Sole	2023-05-10
2022-12-31	$2,205,246	64,218	-1.0%	Shares	Sole	2023-02-09
2022-09-30	$2,312,893	64,896	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$2,957,086	64,749	-0.5%	Shares	Sole	2022-08-11
2022-03-31	$5,112,628	65,071	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.