Global Retirement Partners, LLC
PensionPosition in GSHD — Goosehead Insurance, Inc.
CIK 1749744
San Rafael, CA
Position in GSHD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$23,571
-$3,532 QoQ
Shares Held
486
+32.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 228 holders
Holding Since
Mar 2023
12 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, 2026Global Retirement Partners, LLC holds $104,146,735 across 11 Insurance Brokers names. GSHD ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
441,225 | $101,292,023 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
8,069 | $1,344,860 | |
| 3 | AON |
Aon plc
|
2,811 | $932,380 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,579 | $412,703 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,683 | $107,964 | |
| 6 | ERIE |
Erie Indemnity Co
|
119 | $28,530 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
This page
|
486 | $23,571 | |
| 8 | CRD-A |
Crawford & Co
|
205 | $2,310 |
All Filings in GSHD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,571 | 486 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $27,103 | 368 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $27,163 | 365 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $38,511 | 365 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $39,135 | 365 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $32,594 | 365 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $20,965 | 365 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $24,316 | 365 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $281,597 | 3,715 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $273,525 | 3,670 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $230,806 | 3,670 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $191,574 | 3,670 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||