STIFEL FINANCIAL CORP

Position in GSHD — Goosehead Insurance, Inc.

CIK 720672 ST. LOUIS, MO

Position in GSHD

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,295,576

-$516,896 QoQ

Shares Held

53,811

+40.9% QoQ

Ownership

0.151%

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 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $523,019,891 across 9 Insurance Brokers names. GSHD ranks #7 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,307,361	$400,211,762
2	AON	Aon plc	149,135	$48,137,793
3	AJG	Arthur J. Gallagher & Co.	174,354	$37,761,586
4	BRO	Brown & Brown, Inc.	357,354	$23,303,051
5	WTW	Willis Towers Watson PLC	17,174	$4,992,480
6	ERIE	Erie Indemnity Co	13,835	$3,476,873
7	GSHD	Goosehead Insurance, Inc. This page	53,811	$2,295,576
8	CRVL	Corvel Corp	41,289	$2,256,443

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,295,576	53,811	+40.9%	Shares	Defined	2026-05-12
2025-12-31	$2,812,472	38,187	+1.3%	Shares	Defined	2026-02-13
2025-09-30	$2,805,038	37,692	-9.6%	Shares	Defined	2025-11-12
2025-06-30	$4,399,978	41,702	-9.1%	Shares	Defined	2025-08-14
2025-03-31	$5,418,009	45,892	-14.2%	Shares	Defined	2025-05-14
2024-12-31	$5,735,519	53,493	-1.6%	Shares	Defined	2025-02-13
2024-09-30	$4,854,794	54,365	-7.1%	Shares	Defined	2024-11-14
2024-06-30	$3,363,054	58,549	+18.4%	Shares	Defined	2024-08-13
2024-03-31	$3,294,825	49,457	-7.0%	Shares	Defined	2024-05-14
2023-12-31	$4,033,014	53,206	+77.9%	Shares	Defined	2024-02-12
2023-09-30	$2,229,639	29,916	+0.0%	Shares	Defined	2023-11-13
2023-06-30	$1,881,165	29,912	+15.4%	Shares	Defined	2023-08-14
2023-03-31	$1,352,814	25,916	+21.6%	Shares	Defined	2023-05-12
2022-12-31	$731,579	21,304	-18.2%	Shares	Defined	2023-02-13
2022-09-30	$928,279	26,046	+155.5%	Shares	Defined	2022-11-14
2022-06-30	$465,605	10,195	-0.9%	Shares	Defined	2022-08-15
2022-03-31	$808,249	10,287	-50.6%	Shares	Defined	2022-05-13
2021-12-31	$2,708,135	20,819	-2.1%	Shares	Defined	2022-02-14
2021-09-30	$3,239,665	21,273	-1.4%	Shares	Defined	2021-11-15
2021-06-30	$2,746,879	21,578	-0.9%	Shares	Defined	2021-08-13
2021-03-31	$2,332,665	21,764	+12.7%	Shares	Defined	2021-05-14
2020-12-31	$2,409,864	19,316	+3.2%	Shares	Defined	2021-02-12
2020-09-30	$1,621,137	18,722	+0.6%	Shares	Defined	2020-11-16
2020-06-30	$1,398,502	18,607	+47.2%	Shares	Defined	2020-08-14
2020-03-31	$564,257	12,643	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.