CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in GSHD — Goosehead Insurance, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in GSHD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,829,543
+$580,898 QoQ
Shares Held
202,671
-6.5% QoQ
Ownership
0.571%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 230 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,054,293,163 across 16 Insurance Brokers names. GSHD ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,072,405 | $512,077,740 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,156,506 | $495,069,081 | |
| 3 | AON |
Aon plc
|
1,345,367 | $446,244,780 | |
| 4 | ERIE |
Erie Indemnity Co
|
855,984 | $205,222,163 | |
| 5 | WTW |
Willis Towers Watson PLC
|
629,197 | $164,453,219 | |
| 6 | BRO |
Brown & Brown, Inc.
|
1,898,071 | $121,761,254 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,202,737 | $45,415,348 | |
| 8 | CRVL |
Corvel Corp
|
312,845 | $19,559,069 |
All Filings in GSHD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,829,543 | 202,671 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,248,645 | 216,799 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,764,802 | 227,628 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,905,321 | 227,161 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,764,017 | 225,230 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,473,097 | 215,764 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $23,125,209 | 215,680 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $18,772,735 | 210,221 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,198,590 | 212,371 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,992,898 | 195,030 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $14,443,690 | 190,550 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,642,567 | 183,048 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,734,442 | 170,686 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,941,551 | 152,137 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,209,343 | 151,699 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,221,260 | 146,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,525,603 | 142,886 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,951,715 | 139,388 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $17,697,253 | 136,049 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $20,000,550 | 131,332 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $15,015,289 | 117,952 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,440,393 | 106,740 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,464,771 | 99,910 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,372,300 | 96,689 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,224,074 | 82,811 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $3,290,926 | 73,738 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||