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RAYMOND JAMES FINANCIAL INC

Position in GSHD — Goosehead Insurance, Inc.

CIK 720005 ST. PETERSBURG, FL

Position in GSHD

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$1,658,236
-$1,156,151 QoQ
Shares Held
38,871
+1.7% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in GSHD Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Mar 31, 2026

RAYMOND JAMES FINANCIAL INC holds $514,688,914 across 14 Insurance Brokers names. GSHD ranks #7 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 GSHD
Goosehead Insurance, Inc.
This page
38,871 $1,658,236

All Filings in GSHD

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,658,236 38,871
2025-12-31 $2,814,387 38,213
2025-09-30 $272,972 3,668
2025-06-30 $399,988 3,791
2025-03-31 $1,104,804 9,358
2024-12-31 $491,495 4,584