New Age Alpha Advisors, LLC

Position in GSHD — Goosehead Insurance, Inc.

CIK 1764807 RYE, NY

Position in GSHD

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$663,960

-$531,821 QoQ

Shares Held

15,564

-4.1% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

New Age Alpha Advisors, LLC holds $3,083,814 across 4 Insurance Brokers names. GSHD ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	10,922	$2,365,486
2	GSHD	Goosehead Insurance, Inc. This page	15,564	$663,960
3	MRSH	Marsh & Mclennan Companies, Inc.	159	$27,578
4	AON	Aon plc	83	$26,790

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$663,960	15,564	-4.1%	Shares	Sole	2026-05-11
2025-12-31	$1,195,781	16,236	+1185.5%	Shares	Sole	2026-02-09
2025-09-30	$93,992	1,263	-37.5%	Shares	Sole	2025-11-12
2025-06-30	$213,341	2,022	+62.8%	Shares	Sole	2025-08-11
2025-03-31	$146,630	1,242	-9.7%	Shares	Sole	2025-05-09
2024-12-31	$147,534	1,376	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.