Position in GSHD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,845,884
-$7,644,913 QoQ
Shares Held
90,152
-42.2% QoQ
Ownership
0.254%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026UBS Group AG holds $1,618,663,383 across 19 Insurance Brokers names. GSHD ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,721,091 | $818,873,230 | |
| 2 | AON |
Aon plc
|
903,928 | $291,769,877 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
989,174 | $214,235,304 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,855,365 | $120,988,349 | |
| 5 | WTW |
Willis Towers Watson PLC
|
281,850 | $81,933,793 | |
| 6 | ERIE |
Erie Indemnity Co
|
139,160 | $34,972,297 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,266,825 | $27,794,140 | |
| 8 | ARX |
Accelerant Holdings
|
685,647 | $9,160,243 |
All Filings in GSHD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,845,884 | 90,152 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $11,490,797 | 156,019 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $9,161,026 | 123,099 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,582,147 | 109,773 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $33,947,089 | 287,541 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,056,790 | 65,816 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,633,062 | 51,882 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $454,752 | 7,917 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,838,544 | 42,608 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,362,154 | 31,163 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $691,787 | 9,282 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,379,302 | 21,932 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $405,071 | 7,760 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $91,136 | 2,654 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $73,667 | 2,067 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,927 | 86 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $218,974 | 2,787 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $771,112 | 5,928 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $595,300 | 3,909 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $459,171 | 3,607 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $472,127 | 4,405 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $477,955 | 3,831 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $31,518 | 364 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $13,754 | 183 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $575,771 | 12,901 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||