STIFEL FINANCIAL CORP

Position in GSHD — Goosehead Insurance, Inc.

CIK 720672 ST. LOUIS, MO

Back to GSHD Full portfolio

Position in GSHD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,879,298

+$583,722 QoQ

Shares Held

59,367

+10.3% QoQ

Ownership

0.167%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#46

of 229 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in GSHD Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $488,885,260 across 9 Insurance Brokers names. GSHD ranks #7 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,212,398	$368,740,372
2	AON	Aon plc	127,310	$42,227,450
3	AJG	Arthur J. Gallagher & Co.	174,924	$40,157,299
4	BRO	Brown & Brown, Inc.	374,725	$24,038,606
5	WTW	Willis Towers Watson PLC	19,326	$5,051,234
6	ERIE	Erie Indemnity Co	13,635	$3,268,990
7	GSHD	Goosehead Insurance, Inc. This page	59,367	$2,879,298
8	CRVL	Corvel Corp	31,657	$1,979,195

All Filings in GSHD

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,879,298	59,367	+10.3%	Shares	Defined	2026-08-12
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.