Position in GSHD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,436,138
+$779,779 QoQ
Shares Held
173,941
-3.1% QoQ
Ownership
0.490%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
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, 2026WELLS FARGO & COMPANY/MN holds $890,081,140 across 17 Insurance Brokers names. GSHD ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,510,228 | $418,379,697 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,641,788 | $169,470,698 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
546,230 | $125,398,019 | |
| 4 | AON |
Aon plc
|
336,918 | $111,752,330 | |
| 5 | CRVL |
Corvel Corp
|
453,149 | $28,330,874 | |
| 6 | WTW |
Willis Towers Watson PLC
|
53,916 | $14,092,023 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
This page
|
173,941 | $8,436,138 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
197,936 | $5,261,137 |
All Filings in GSHD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,436,138 | 173,941 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,656,359 | 179,474 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $12,659,918 | 171,893 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,626,840 | 169,670 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $20,323,757 | 192,624 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,047,821 | 186,751 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $19,486,055 | 181,739 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,188,928 | 181,287 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,645,008 | 185,324 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,561,434 | 143,522 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,941,956 | 144,353 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,470,644 | 140,489 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,520,726 | 151,387 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $7,502,914 | 143,734 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,437,552 | 129,224 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,451,137 | 152,950 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,839,485 | 62,174 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $15,932,973 | 202,787 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $30,694,846 | 235,969 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $163,485,749 | 1,073,516 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $101,945,528 | 800,829 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $41,246,935 | 384,838 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $37,385,580 | 299,660 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $26,305,433 | 303,793 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $25,510,128 | 339,411 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $13,057,709 | 292,577 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||