Position in GSHD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,212
-$664 QoQ
Shares Held
25
-43.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#213
of 228 holders
Holding Since
Mar 2025
5 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, 2026Bare Financial Services, Inc holds $56,382 across 9 Insurance Brokers names. GSHD ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
65 | $14,921 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
83 | $13,832 | |
| 3 | BRO |
Brown & Brown, Inc.
|
131 | $8,403 | |
| 4 | CRVL |
Corvel Corp
|
82 | $5,126 | |
| 5 | AON |
Aon plc
|
15 | $4,975 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
169 | $4,492 | |
| 7 | ERIE |
Erie Indemnity Co
|
11 | $2,637 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
This page
|
25 | $1,212 |
All Filings in GSHD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,212 | 25 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,876 | 44 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $967 | 13 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,270 | 31 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,180 | 10 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||