SEI INVESTMENTS CO

Position in GSHD — Goosehead Insurance, Inc.

CIK 350894 OAKS, PA

Position in GSHD

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$6,972,861

-$4,030,522 QoQ

Shares Held

163,452

+9.4% QoQ

Ownership

0.459%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

SEI INVESTMENTS CO holds $393,281,105 across 16 Insurance Brokers names. GSHD ranks #7 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	451,925	$145,872,350
2	WTW	Willis Towers Watson PLC	265,556	$77,197,128
3	AJG	Arthur J. Gallagher & Co.	289,267	$62,649,446
4	MRSH	Marsh & Mclennan Companies, Inc.	334,007	$57,933,513
5	BRO	Brown & Brown, Inc.	376,761	$24,568,584
6	BWIN	Baldwin Insurance Group, Inc.	456,174	$10,008,457
7	GSHD	Goosehead Insurance, Inc. This page	163,452	$6,972,861
8	CRVL	Corvel Corp	66,574	$3,638,268

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,972,861	163,452	+9.4%	Shares	Sole	2026-05-13
2025-12-31	$11,003,383	149,401	-12.2%	Shares	Sole	2026-02-13
2025-09-30	$12,669,929	170,249	-0.6%	Shares	Sole	2025-11-13
2025-06-30	$18,071,224	171,275	+4.3%	Shares	Sole	2025-08-14
2025-03-31	$19,393,125	164,265	-7.0%	Shares	Sole	2025-05-14
2024-12-31	$18,935,480	176,604	-1.1%	Shares	Sole	2025-02-11
2024-09-30	$15,943,264	178,536	+8.8%	Shares	Sole	2024-11-12
2024-06-30	$9,424,410	164,074	+32.4%	Shares	Sole	2024-08-13
2024-03-31	$8,258,681	123,967	+16.4%	Shares	Sole	2024-05-07
2023-12-31	$8,074,519	106,524	-36.6%	Shares	Sole	2024-02-14
2023-09-30	$12,525,884	168,065	-8.5%	Shares	Sole	2023-11-14
2023-06-30	$11,546,541	183,599	-17.6%	Shares	Sole	2023-08-11
2023-03-31	$11,636,789	222,927	+94.8%	Shares	Sole	2023-05-12
2022-12-31	$3,930,556	114,460	-52.8%	Shares	Sole	2023-02-10
2022-09-30	$8,647,796	242,643	+8.3%	Shares	Sole	2022-11-14
2022-06-30	$10,229,212	223,981	+280.2%	Shares	Sole	2022-08-15
2022-03-31	$4,628,322	58,907	+12.2%	Shares	Sole	2022-05-13
2021-12-31	$6,831,151	52,515	+141.2%	Shares	Sole	2022-02-14
2021-09-30	$3,315,810	21,773	-12.4%	Shares	Sole	2021-11-12
2021-06-30	$3,163,277	24,849	+16.9%	Shares	Sole	2021-08-06
2021-03-31	$2,278,218	21,256	+7.7%	Shares	Sole	2021-05-12
2020-12-31	$2,461,514	19,730	-12.9%	Shares	Sole	2021-02-08
2020-09-30	$1,962,042	22,659	-10.9%	Shares	Sole	2020-12-04
2020-06-30	$1,911,619	25,434	+27.9%	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.