Position in GSHD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$290,507
New position
Shares Held
5,990
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#130
of 228 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026AE Wealth Management LLC holds $23,996,612 across 7 Insurance Brokers names. GSHD ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
107,554 | $17,925,998 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
8,332 | $1,912,754 | |
| 3 | BRO |
Brown & Brown, Inc.
|
22,062 | $1,415,257 | |
| 4 | ERIE |
Erie Indemnity Co
|
5,220 | $1,251,481 | |
| 5 | WTW |
Willis Towers Watson PLC
|
2,303 | $601,925 | |
| 6 | AON |
Aon plc
|
1,805 | $598,690 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
This page
|
5,990 | $290,507 |
All Filings in GSHD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,507 | 5,990 | Shares | Other | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||