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Equibles

UBS Group AG

Position in GSHD — Goosehead Insurance, Inc.

CIK 1610520 ZURICH, V8
Back to GSHD Full portfolio

Position in GSHD

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$4,678,649
+$832,765 QoQ
Shares Held
96,467
+7.0% QoQ
Ownership
0.272%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 230 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in GSHD Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

UBS Group AG holds $1,489,678,673 across 22 Insurance Brokers names. GSHD ranks #13 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 3,603,522 $600,599,008
2 AON
Aon plc
 822,267 $272,737,738
3 AJG
Arthur J. Gallagher & Co.
 1,064,498 $244,376,803
4 BRO
Brown & Brown, Inc.
 1,691,851 $108,532,239
5 RYAN
Ryan Specialty Holdings, Inc.
 2,201,085 $83,112,967
6 WTW
Willis Towers Watson PLC
 277,095 $72,424,319
7 BWIN
Baldwin Insurance Group, Inc.
 1,641,349 $43,627,056
8 ERIE
Erie Indemnity Co
 120,677 $28,932,309

All Filings in GSHD

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,678,649 96,467
2026-03-31 $3,845,884 90,152
2025-12-31 $11,490,797 156,019
2025-09-30 $9,161,026 123,099
2025-06-30 $11,582,147 109,773
2025-03-31 $33,947,089 287,541
2024-12-31 $7,056,790 65,816
2024-09-30 $4,633,062 51,882
2024-06-30 $454,752 7,917
2024-03-31 $2,838,544 42,608
2023-12-31 $2,362,154 31,163
2023-09-30 $691,787 9,282
2023-06-30 $1,379,302 21,932
2023-03-31 $405,071 7,760
2022-12-31 $91,136 2,654
2022-09-30 $73,667 2,067
2022-06-30 $3,927 86
2022-03-31 $218,974 2,787
2021-12-31 $771,112 5,928
2021-09-30 $595,300 3,909
2021-06-30 $459,171 3,607
2021-03-31 $472,127 4,405
2020-12-31 $477,955 3,831
2020-09-30 $31,518 364
2020-06-30 $13,754 183
2020-03-31 $575,771 12,901