CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in GSHD — Goosehead Insurance, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in GSHD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,248,645
-$7,516,157 QoQ
Shares Held
216,799
-4.8% QoQ
Ownership
0.610%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,954,560,582 across 15 Insurance Brokers names. GSHD ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,033,148 | $526,099,520 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,109,463 | $456,867,495 | |
| 3 | AON |
Aon plc
|
1,355,094 | $437,397,241 | |
| 4 | ERIE |
Erie Indemnity Co
|
763,989 | $191,998,075 | |
| 5 | WTW |
Willis Towers Watson PLC
|
618,416 | $179,773,531 | |
| 6 | BRO |
Brown & Brown, Inc.
|
1,827,462 | $119,168,797 | |
| 7 | CRVL |
Corvel Corp
|
276,475 | $15,109,358 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
678,224 | $14,880,234 |
All Filings in GSHD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||