Position in GSHD
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$2,761,347
+$1,675,565 QoQ
Shares Held
56,935
+123.7% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 229 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $109,033,914 across 12 Insurance Brokers names. GSHD ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
304,876 | $50,813,682 | |
| 2 | AON |
Aon plc
|
73,158 | $24,265,776 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
96,002 | $22,039,178 | |
| 4 | CRVL |
Corvel Corp
|
50,913 | $3,183,080 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
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|
56,935 | $2,761,347 | |
| 6 | BRO |
Brown & Brown, Inc.
|
40,150 | $2,575,622 | |
| 7 | WTW |
Willis Towers Watson PLC
|
7,845 | $2,050,447 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,014 | $482,856 |
All Filings in GSHD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,761,347 | 56,935 | Shares | Sole | 2026-08-27 | |
| 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. | ||||||