WEST PACES ADVISORS INC.

Position in GSHD — Goosehead Insurance, Inc.

CIK 2004720 ATLANTA, GA

Position in GSHD

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,425

-$3,108 QoQ

Shares Held

-31.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#205

of 228 holders

Holding Since

Dec 2023

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $767,323 across 5 Insurance Brokers names. GSHD ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,510	$346,650
2	AON	Aon plc	665	$220,573
3	MRSH	Marsh & Mclennan Companies, Inc.	1,141	$190,170
4	BRO	Brown & Brown, Inc.	117	$7,505
5	GSHD	Goosehead Insurance, Inc. This page	50	$2,425

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,425	50	-31.5%	Shares	Sole	2026-07-20
2023-12-31	$5,533	73	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.