Callan Family Office, LLC
Family OfficePosition in GSHD — Goosehead Insurance, Inc.
CIK 1938970
RADNOR, PA
Position in GSHD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$372,237
-$24,074 QoQ
Shares Held
7,675
-17.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#114
of 229 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $30,604,814 across 11 Insurance Brokers names. GSHD ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
66,601 | $11,100,388 | |
| 2 | AON |
Aon plc
|
23,980 | $7,953,926 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
20,355 | $4,672,897 | |
| 4 | CRVL |
Corvel Corp
|
61,305 | $3,832,788 | |
| 5 | BRO |
Brown & Brown, Inc.
|
18,986 | $1,217,951 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3,387 | $885,260 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
10,737 | $405,429 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
This page
|
7,675 | $372,237 |
All Filings in GSHD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,237 | 7,675 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $396,311 | 9,290 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $317,578 | 4,312 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $627,362 | 5,946 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||