Position in GSHD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,831,488
+$2,357,827 QoQ
Shares Held
161,474
+25.8% QoQ
Ownership
0.455%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 228 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, 2026CITIGROUP INC holds $396,103,293 across 17 Insurance Brokers names. GSHD ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
570,878 | $95,148,234 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
372,212 | $85,448,707 | |
| 3 | AON |
Aon plc
|
233,032 | $77,294,382 | |
| 4 | BRO |
Brown & Brown, Inc.
|
861,844 | $55,287,291 | |
| 5 | ERIE |
Erie Indemnity Co
|
147,885 | $35,455,427 | |
| 6 | WTW |
Willis Towers Watson PLC
|
135,243 | $35,348,462 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
This page
|
161,474 | $7,831,488 | |
| 8 | CRVL |
Corvel Corp
|
26,464 | $1,654,528 |
All Filings in GSHD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,831,488 | 161,474 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $5,473,661 | 128,309 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $399,624 | 5,426 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $595,507 | 8,002 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,348,967 | 22,263 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,026,788 | 34,108 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,494,084 | 32,588 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,546,389 | 28,515 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,212,040 | 21,101 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,130,607 | 16,971 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,072,038 | 14,143 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $678,595 | 9,105 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $437,525 | 6,957 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $50,946 | 976 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $53,878 | 1,569 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $69,104 | 1,939 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,973,836 | 87,012 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $229,737 | 2,924 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $822,235 | 6,321 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $608,550 | 3,996 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $499,397 | 3,923 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $111,467 | 1,040 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $338,099 | 2,710 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $66,760 | 771 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,078,170 | 14,345 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $151,072 | 3,385 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||