WOLFF WIESE MAGANA LLC

Position in GSHD — Goosehead Insurance, Inc.

CIK 1832097 CARSLBAD, CA

Position in GSHD

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$22,358

-$3,707 QoQ

Shares Held

461

-24.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#173

of 228 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WOLFF WIESE MAGANA LLC holds $28,856 across 5 Insurance Brokers names. GSHD ranks #1 (77.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GSHD	Goosehead Insurance, Inc. This page	461	$22,358
2	MRSH	Marsh & Mclennan Companies, Inc.	20	$3,333
3	AON	Aon plc	4	$1,326
4	ERIE	Erie Indemnity Co	5	$1,198
5	BRO	Brown & Brown, Inc.	10	$641

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,358	461	-24.5%	Shares	Sole	2026-07-13
2026-03-31	$26,065	611	+5.0%	Shares	Sole	2026-04-13
2025-12-31	$42,864	582	+3.0%	Shares	Sole	2026-01-14
2025-09-30	$42,047	565	0.0%	Shares	Sole	2025-10-28
2025-06-30	$59,613	565	-0.5%	Shares	Sole	2025-07-17
2025-03-31	$67,058	568	0.0%	Shares	Sole	2025-04-22
2024-12-31	$60,900	568	0.0%	Shares	Sole	2025-01-14
2024-09-30	$50,722	568	0.0%	Shares	Sole	2024-10-16
2024-06-30	$32,625	568	-91.8%	Shares	Sole	2024-07-12
2024-03-31	$458,878	6,888	+0.2%	Shares	Sole	2024-04-18
2023-12-31	$521,125	6,875	-21.3%	Shares	Sole	2024-01-16
2023-09-30	$651,317	8,739	-1.5%	Shares	Sole	2023-10-31
2023-06-30	$558,022	8,873	0.0%	Shares	Sole	2023-08-01
2023-03-31	$463,170	8,873	+1.9%	Shares	Sole	2023-04-18
2022-12-31	$299,067	8,709	-12.6%	Shares	Sole	2023-02-09
2022-09-30	$355,187	9,966	+22.4%	Shares	Sole	2022-10-26
2022-06-30	$371,981	8,145	-20.6%	Shares	Sole	2022-07-15
2022-03-31	$805,655	10,254	+5.8%	Shares	Defined	2022-05-09
2021-12-31	$1,261,125	9,695	-1.1%	Shares	Defined	2022-01-18
2021-06-30	$1,247,539	9,800	+15.6%	Shares	Defined	2021-07-15
2021-03-31	$908,886	8,480	+4.4%	Shares	Defined	2021-04-15
2020-12-31	$1,013,175	8,121	—	Shares	Defined	2021-01-27
No filing history on record for this holder in this stock.