UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in GSHD — Goosehead Insurance, Inc.
CIK 861177
NEW YORK, NY
Position in GSHD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,895,168
-$1,657,042 QoQ
Shares Held
44,425
-7.9% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in GSHD Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $2,013,343,900 across 11 Insurance Brokers names. GSHD ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
5,182,517 | $898,907,568 | |
| 2 | AON |
Aon plc
|
1,262,123 | $407,388,057 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,449,869 | $314,012,623 | |
| 4 | WTW |
Willis Towers Watson PLC
|
870,725 | $253,119,753 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,513,122 | $98,670,680 | |
| 6 | ERIE |
Erie Indemnity Co
|
118,140 | $29,689,759 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
196,171 | $4,303,988 | |
| 8 | CRVL |
Corvel Corp
|
77,774 | $4,250,345 |
All Filings in GSHD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,895,168 | 44,425 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,552,210 | 48,231 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,561,217 | 47,853 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,602,331 | 81,531 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,894,109 | 58,395 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $5,916,073 | 55,177 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,886,601 | 43,523 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,833,224 | 49,325 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,762,629 | 26,458 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,005,515 | 26,458 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,971,911 | 26,458 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,286,476 | 20,456 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,067,801 | 20,456 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $646,036 | 18,813 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $670,494 | 18,813 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $859,188 | 18,813 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,757,766 | 22,372 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,910,147 | 22,372 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,306,061 | 21,709 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,850,755 | 22,394 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,869,111 | 17,439 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,045,440 | 16,395 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $1,065,057 | 12,300 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $781,664 | 10,400 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||