Position in GSHD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,085,782
-$516,174 QoQ
Shares Held
25,452
+87.6% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 99.87820210592487.ToString("F0")%
Shared 0.ToString("F0")%
None 0.1217978940751218.ToString("F0")%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $91,775,270 across 12 Insurance Brokers names. GSHD ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
222,682 | $38,624,192 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
93,146 | $20,173,560 | |
| 3 | AON |
Aon plc
|
40,653 | $13,121,975 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
502,461 | $11,023,994 | |
| 5 | BRO |
Brown & Brown, Inc.
|
47,436 | $3,093,301 | |
| 6 | WTW |
Willis Towers Watson PLC
|
7,306 | $2,123,854 | |
| 7 | CRVL |
Corvel Corp
|
35,499 | $1,940,020 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
This page
|
25,452 | $1,085,782 |
All Filings in GSHD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,085,782 | 25,452 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,601,956 | 13,569 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,816,521 | 16,942 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,688,930 | 18,913 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||