Position in GSHD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,790
-$32,189 QoQ
Shares Held
573
-59.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#168
of 228 holders
Holding Since
Jun 2024
9 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, 2026Larson Financial Group LLC holds $7,700,559 across 10 Insurance Brokers names. GSHD ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
21,582 | $3,597,071 | |
| 2 | AON |
Aon plc
|
9,765 | $3,238,952 | |
| 3 | BRO |
Brown & Brown, Inc.
|
4,785 | $306,957 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
1,079 | $247,706 | |
| 5 | WTW |
Willis Towers Watson PLC
|
822 | $214,846 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
1,261 | $33,517 | |
| 7 | ERIE |
Erie Indemnity Co
|
130 | $31,167 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
This page
|
573 | $27,790 |
All Filings in GSHD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,790 | 573 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $59,979 | 1,406 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,191 | 247 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $21,135 | 284 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,703 | 291 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $49,467 | 419 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,323 | 31 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $89 | 1 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $57 | 1 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||