Position in GSHD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,309
New position
Shares Held
27
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 229 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Avion Wealth holds $57,262 across 9 Insurance Brokers names. GSHD ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
184 | $11,803 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
70 | $11,666 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
48 | $11,019 | |
| 4 | AON |
Aon plc
|
31 | $10,282 | |
| 5 | WTW |
Willis Towers Watson PLC
|
16 | $4,181 | |
| 6 | CRVL |
Corvel Corp
|
61 | $3,813 | |
| 7 | ERIE |
Erie Indemnity Co
|
8 | $1,918 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
This page
|
27 | $1,309 |
All Filings in GSHD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,309 | 27 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||