Position in GSHD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,784,304
-$1,188,557 QoQ
Shares Held
119,264
-27.0% QoQ
Ownership
0.336%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 228 holders
Holding Since
Mar 2020
26 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, 2026SEI INVESTMENTS CO holds $390,695,312 across 14 Insurance Brokers names. GSHD ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
385,948 | $128,015,091 | |
| 2 | WTW |
Willis Towers Watson PLC
|
364,301 | $95,217,351 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
311,535 | $71,519,089 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
396,087 | $66,015,819 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
446,679 | $11,872,726 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
This page
|
119,264 | $5,784,304 | |
| 7 | BRO |
Brown & Brown, Inc.
|
71,268 | $4,571,842 | |
| 8 | CRVL |
Corvel Corp
|
66,581 | $4,162,643 |
All Filings in GSHD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,784,304 | 119,264 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,972,861 | 163,452 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,003,383 | 149,401 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,669,929 | 170,249 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $18,071,224 | 171,275 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,393,125 | 164,265 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,935,480 | 176,604 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $15,943,264 | 178,536 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,424,410 | 164,074 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,258,681 | 123,967 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,074,519 | 106,524 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,525,884 | 168,065 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,546,541 | 183,599 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $11,636,789 | 222,927 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,930,556 | 114,460 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,647,796 | 242,643 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,229,212 | 223,981 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,628,322 | 58,907 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,831,151 | 52,515 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,315,810 | 21,773 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,163,277 | 24,849 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,278,218 | 21,256 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,461,514 | 19,730 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,962,042 | 22,659 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $1,911,619 | 25,434 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $887,199 | 19,879 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||