Stone House Investment Management, LLC

Position in GSHD — Goosehead Insurance, Inc.

CIK 1696497 TUNKHANNOCK, PA

Position in GSHD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,115

+$1,073 QoQ

Shares Held

+2200.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#214

of 228 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stone House Investment Management, LLC holds $159,236 across 5 Insurance Brokers names. GSHD ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	302	$100,170
2	MRSH	Marsh & Mclennan Companies, Inc.	249	$41,500
3	ERIE	Erie Indemnity Co	47	$11,268
4	BWIN	Baldwin Insurance Group, Inc.	195	$5,183
5	GSHD	Goosehead Insurance, Inc. This page	23	$1,115

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,115	23	+2200.0%	Shares	Sole	2026-08-05
2026-03-31	$42	1	—	Shares	Sole	2026-04-22
No filing history on record for this holder in this stock.