Position in GSHD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,134
+$257 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 228 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $235,168 across 9 Insurance Brokers names. GSHD ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,013 | $168,836 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
163 | $37,419 | |
| 3 | BRO |
Brown & Brown, Inc.
|
191 | $12,252 | |
| 4 | AON |
Aon plc
|
27 | $8,955 | |
| 5 | WTW |
Willis Towers Watson PLC
|
15 | $3,920 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
This page
|
44 | $2,134 | |
| 7 | ERIE |
Erie Indemnity Co
|
3 | $719 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
20 | $531 |
All Filings in GSHD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,134 | 44 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,877 | 44 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,240 | 44 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,274 | 44 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,642 | 44 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,194 | 44 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,717 | 44 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,929 | 44 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,527 | 44 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,931 | 44 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,335 | 44 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,279 | 44 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,767 | 44 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,296 | 44 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||