Position in GSHD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$365,738
+$87,382 QoQ
Shares Held
7,541
+15.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 228 holders
Holding Since
Mar 2023
14 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, 2026Baird Financial Group, Inc. holds $86,108,314 across 6 Insurance Brokers names. GSHD ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
302,741 | $50,457,841 | |
| 2 | BRO |
Brown & Brown, Inc.
|
179,480 | $11,513,641 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
46,221 | $10,610,954 | |
| 4 | AON |
Aon plc
|
31,867 | $10,569,964 | |
| 5 | WTW |
Willis Towers Watson PLC
|
9,910 | $2,590,176 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
This page
|
7,541 | $365,738 |
All Filings in GSHD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,738 | 7,541 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $278,356 | 6,525 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $481,891 | 6,543 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $423,449 | 5,690 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $495,158 | 4,693 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $591,480 | 5,010 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $594,213 | 5,542 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,396,026 | 15,633 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $305,293 | 5,315 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $345,624 | 5,188 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $317,981 | 4,195 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $314,218 | 4,216 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $263,823 | 4,195 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $218,979 | 4,195 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||