BANK OF MONTREAL /CAN/

Bank

Position in GSHD — Goosehead Insurance, Inc.

CIK 927971 TORONTO, A6

Position in GSHD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,068,400

+$2,853,625 QoQ

Shares Held

63,266

+2092.2% QoQ

Ownership

0.178%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#43

of 228 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Financial Services · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $534,557,085 across 9 Insurance Brokers names. GSHD ranks #7 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	933,387	$243,959,355
2	MRSH	Marsh & Mclennan Companies, Inc.	613,768	$102,296,709
3	AON	Aon plc	283,011	$93,871,913
4	AJG	Arthur J. Gallagher & Co.	283,417	$65,064,034
5	BRO	Brown & Brown, Inc.	264,943	$16,996,089
6	ERIE	Erie Indemnity Co	37,496	$8,989,664
7	GSHD	Goosehead Insurance, Inc. This page	63,266	$3,068,400
8	CRVL	Corvel Corp	3,628	$226,821

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,068,400	63,266	+2092.2%	Shares	Defined	2026-08-12
2025-09-30	$214,775	2,886	-45.5%	Shares	Defined	2025-11-13
2025-06-30	$559,096	5,299	+2.2%	Shares	Defined	2025-08-05
2025-03-31	$611,904	5,183	+18.7%	Shares	Defined	2025-05-13
2024-12-31	$468,121	4,366	+7.6%	Shares	Defined	2025-02-13
2024-09-30	$362,467	4,059	-10.6%	Shares	Defined	2024-11-13
2024-06-30	$260,834	4,541	-75.2%	Shares	Defined	2024-08-14
2024-03-31	$1,220,743	18,324	+111.8%	Shares	Defined	2024-05-13
2023-12-31	$655,820	8,652	+114.3%	Shares	Defined	2024-02-08
2023-09-30	$300,950	4,038	-83.8%	Shares	Defined	2023-11-01
2023-06-30	$1,566,840	24,914	-30.7%	Shares	Defined	2023-08-02
2023-03-31	$1,875,911	35,937	+28.8%	Shares	Defined	2024-06-13
2022-12-31	$958,497	27,912	-40.4%	Shares	Defined	2023-02-01
2022-09-30	$1,670,410	46,869	+56.6%	Shares	Defined	2022-11-10
2022-06-30	$1,367,039	29,933	+129.8%	Shares	Defined	2022-08-11
2022-03-31	$1,023,216	13,023	+47.6%	Shares	Defined	2022-05-12
2021-12-31	$1,147,435	8,821	-22.2%	Shares	Defined	2022-02-11
2021-09-30	$1,727,576	11,344	-15.5%	Shares	Defined	2021-11-12
2021-06-30	$1,709,000	13,425	+515.5%	Shares	Defined	2021-08-12
2021-03-31	$233,757	2,181	-43.1%	Shares	Defined	2021-05-13
2020-12-31	$477,954	3,831	+55.5%	Shares	Defined	2021-02-12
2020-09-30	$213,357	2,464	-14.6%	Shares	Defined	2020-11-12
2020-06-30	$216,910	2,886	+108.1%	Shares	Defined	2020-08-12
2020-03-31	$61,900	1,387	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.