MORGAN STANLEY

Position in GSHD — Goosehead Insurance, Inc.

CIK 895421 NEW YORK, NY

Back to GSHD Full portfolio

Position in GSHD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$21,256,870

+$7,477,352 QoQ

Shares Held

438,286

+35.7% QoQ

Ownership

1.23%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#15

of 230 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in GSHD Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $4,497,786,086 across 22 Insurance Brokers names. GSHD ranks #10 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	6,214,787	$2,061,382,689
2	MRSH	Marsh & Mclennan Companies, Inc.	6,314,085	$1,052,368,540
3	AJG	Arthur J. Gallagher & Co.	2,591,858	$595,012,829
4	BRO	Brown & Brown, Inc.	3,869,724	$248,242,786
5	WTW	Willis Towers Watson PLC	834,440	$218,097,576
6	ERIE	Erie Indemnity Co	513,784	$123,179,712
7	RYAN	Ryan Specialty Holdings, Inc.	1,682,829	$63,543,616
8	BWIN	Baldwin Insurance Group, Inc.	2,277,033	$60,523,535

All Filings in GSHD

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,256,870	438,286	+35.7%	Shares	Defined	2026-08-13
2026-03-31	$13,779,518	323,008	+8.6%	Shares	Defined	2026-05-15
2025-12-31	$21,904,685	297,416	-8.3%	Shares	Defined	2026-05-27
2025-09-30	$24,134,775	324,305	+80.4%	Shares	Defined	2026-05-27
2025-06-30	$18,964,153	179,738	-16.8%	Shares	Defined	2025-08-15
2025-03-31	$25,495,173	215,951	-14.4%	Shares	Defined	2025-05-15
2024-12-31	$27,035,196	252,147	+4.5%	Shares	Defined	2025-05-15
2024-09-30	$21,539,691	241,206	+10.5%	Shares	Defined	2025-05-14
2024-06-30	$12,540,928	218,331	+16.2%	Shares	Defined	2025-05-14
2024-03-31	$12,522,023	187,962	-11.1%	Shares	Defined	2024-10-17
2023-12-31	$16,025,028	211,412	-28.4%	Shares	Defined	2024-08-16
2023-09-30	$21,998,792	295,167	-14.5%	Shares	Defined	2023-11-15
2023-06-30	$21,722,138	345,399	-15.9%	Shares	Defined	2023-08-14
2023-03-31	$21,438,223	410,694	+14.5%	Shares	Defined	2023-05-15
2022-12-31	$12,315,487	358,634	+20.1%	Shares	Defined	2023-02-14
2022-09-30	$10,643,167	298,630	+29.4%	Shares	Defined	2022-11-14
2022-06-30	$10,539,399	230,773	+267.4%	Shares	Defined	2022-10-27
2022-03-31	$4,935,136	62,812	-12.8%	Shares	Defined	2022-10-27
2021-12-31	$9,366,147	72,003	+64.4%	Shares	Defined	2022-02-14
2021-09-30	$6,671,060	43,805	-16.3%	Shares	Defined	2021-11-15
2021-06-30	$6,665,933	52,364	+114.8%	Shares	Defined	2021-08-23
2021-03-31	$2,612,296	24,373	-69.8%	Shares	Defined	2021-05-17
2020-12-31	$10,081,979	80,811	+24.0%	Shares	Defined	2021-02-16
2020-09-30	$5,644,108	65,182	+152.4%	Shares	Defined	2020-11-13
2020-06-30	$1,940,704	25,821	+169.2%	Shares	Defined	2020-08-14
2020-03-31	$428,090	9,592	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.