Verdence Capital Advisors LLC

Position in GSHD — Goosehead Insurance, Inc.

CIK 1719305 HUNT VALLEY, MD

Position in GSHD

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$652,810

+$64,145 QoQ

Shares Held

13,460

-2.5% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#94

of 230 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $2,985,263 across 4 Insurance Brokers names. GSHD ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	4,916	$1,630,588
2	GSHD	Goosehead Insurance, Inc. This page	13,460	$652,810
3	BRO	Brown & Brown, Inc.	7,323	$469,770
4	AJG	Arthur J. Gallagher & Co.	1,011	$232,095

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$652,810	13,460	-2.5%	Shares	Sole	2026-07-29
2026-03-31	$588,665	13,799	+21.8%	Shares	Sole	2026-04-30
2025-12-31	$834,601	11,332	+4.0%	Shares	Sole	2026-01-29
2025-09-30	$810,954	10,897	+21.5%	Shares	Sole	2025-10-29
2025-06-30	$946,108	8,967	+18.9%	Shares	Sole	2025-07-25
2025-03-31	$890,054	7,539	-6.5%	Shares	Sole	2025-05-02
2024-12-31	$864,514	8,063	-9.1%	Shares	Sole	2025-02-06
2024-09-30	$792,358	8,873	-9.4%	Shares	Sole	2024-11-01
2024-06-30	$562,395	9,791	+15.8%	Shares	Sole	2024-07-25
2024-03-31	$563,471	8,458	+53.0%	Shares	Sole	2024-04-25
2023-12-31	$419,098	5,529	+4.6%	Shares	Sole	2024-02-01
2023-09-30	$394,040	5,287	+7.5%	Shares	Sole	2023-10-25
2023-06-30	$309,293	4,918	-10.9%	Shares	Sole	2023-07-31
2023-03-31	$288,039	5,518	—	Shares	Sole	2023-04-24
No filing history on record for this holder in this stock.