Position in GSHD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$14,049,344
-$4,864,416 QoQ
Shares Held
329,333
+28.2% QoQ
Ownership
0.925%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77.12528049117459.ToString("F0")%
Shared 0.ToString("F0")%
None 22.874719508825414.ToString("F0")%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $2,307,813,148 across 16 Insurance Brokers names. GSHD ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,939,614 | $856,776,044 | |
| 2 | AON |
Aon plc
|
1,582,680 | $510,857,447 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,854,488 | $401,645,007 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,623,179 | $236,267,500 | |
| 5 | WTW |
Willis Towers Watson PLC
|
474,881 | $138,047,904 | |
| 6 | ERIE |
Erie Indemnity Co
|
479,782 | $120,574,013 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
848,407 | $18,614,047 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
This page
|
329,333 | $14,049,344 |
All Filings in GSHD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,049,344 | 329,333 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $18,913,760 | 256,806 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $17,427,301 | 234,175 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $13,967,304 | 132,379 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,742,795 | 141,816 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,125,937 | 113,094 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,717,728 | 153,614 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,946,845 | 86,122 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,458,541 | 66,925 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,412,222 | 84,594 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,341,455 | 85,086 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,419,340 | 70,271 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,741,585 | 90,835 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,701,972 | 78,683 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,594,576 | 100,858 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,433,651 | 75,184 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,172,771 | 78,564 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,059,769 | 100,398 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $13,987,225 | 91,846 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,708,748 | 115,544 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $19,481,034 | 181,760 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $24,850,443 | 199,186 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $15,006,391 | 173,304 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,094,135 | 134,302 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,667,517 | 126,989 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||