Position in GSHD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,957,992
-$6,597,747 QoQ
Shares Held
225,938
-45.1% QoQ
Ownership
0.636%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 230 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 7%
None 9%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,521,124,822 across 14 Insurance Brokers names. GSHD ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,240,634 | $411,505,890 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,022,672 | $337,118,740 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,005,711 | $262,862,682 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
826,025 | $189,630,556 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,660,686 | $106,533,005 | |
| 6 | CRVL |
Corvel Corp
|
1,136,109 | $71,029,532 | |
| 7 | ERIE |
Erie Indemnity Co
|
260,197 | $62,382,229 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,346,168 | $35,781,143 |
All Filings in GSHD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,957,992 | 225,938 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $17,555,739 | 411,527 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $33,003,519 | 448,113 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $33,612,610 | 451,661 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $45,556,261 | 431,772 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $49,285,207 | 417,459 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $44,188,898 | 412,133 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $36,747,483 | 411,506 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $22,579,259 | 393,093 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $22,788,701 | 342,070 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $23,353,220 | 308,090 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $20,679,389 | 277,464 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $15,204,598 | 241,765 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,813,701 | 188,002 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,576,492 | 75,029 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,866,999 | 52,385 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,894,526 | 41,483 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,621,605 | 46,094 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,717,516 | 59,329 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $5,147,554 | 33,801 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $741,777 | 5,827 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,419,042 | 31,900 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $16,846,841 | 135,034 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $11,778,837 | 136,030 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,215,296 | 135,914 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,138,028 | 115,125 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||