Goosehead Insurance, Inc. - Common Stock (GSHD)

CUSIP: 38267D109

Q2 2024 13F Holders as of 30 Jun 2024

Holder snapshot 7 signals
Share change
+872,370
Put/Call ratio
30%
SEC-reported price per share
$57.44
Number of holders
210
Value change
+$42,463,970
Number of buys
117
Open additional details 1 more signal available
Number of sells
107
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
23,844,343

Security key

38267D109

Report period

Q2 2024

Institutions

210

Top holders

10

Ownership snapshot

Top reported holders of GSHD - Goosehead Insurance, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Camille Lavaun Peterson F...
Disclosed value leader
Camille Lavaun Peterson F...
Comparable rows
0/15
Latest evidence
08 Feb 2024
3/4/5 Highest disclosed value: $716,183,446 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Camille Lavaun Peterson Family Trust 2014 has the largest disclosed position value at $716.18M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Camille Lavaun Peterson Family Trust 2014's linked filing trail.
Disclosed position value Top 5
Camille Lavaun Peterson Family Tr... $716.18M
Lanni Elaine Romney Family Trust ... $716.18M
Lindy Jean Langston Family Trust ... $716.18M
Adrienne Morgan Jones Family Trus... $715.86M
Desiree Robyn Coleman Family Trus... $715.86M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Camille Lavaun Peterson Family Trust 2014
3/4/5
Member of 10% owner group, 10%+ Owner
—
mixed-class rows
$716,183,446
19,353,694 shares
mixed-class rows
— 20 Nov 2023
Lanni Elaine Romney Family Trust 2014
3/4/5
Member of 10% owner group, 10%+ Owner
—
mixed-class rows
$716,183,446
19,353,694 shares
mixed-class rows
— 20 Nov 2023
Lindy Jean Langston Family Trust 2014
3/4/5
Member of 10% owner group, 10%+ Owner
—
mixed-class rows
$716,183,446
19,353,694 shares
mixed-class rows
— 20 Nov 2023
Adrienne Morgan Jones Family Trust 2014
3/4/5
Member of 10% owner group, 10%+ Owner
—
mixed-class rows
$715,861,503
19,344,994 shares
mixed-class rows
— 21 Nov 2023
Desiree Robyn Coleman Family Trust 2014
3/4/5
Member of 10% owner group, 10%+ Owner
—
mixed-class rows
$715,861,503
19,344,994 shares
mixed-class rows
— 21 Nov 2023
Mark Evan Jones, Jr. Family Trust 2014
3/4/5
Member of 10% owner group, 10%+ Owner
—
mixed-class rows
$715,861,503
19,344,994 shares
mixed-class rows
— 21 Nov 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
210
Shares
26,943,649
Rows available
210
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
229
Q2 2024 holders
210
Holder diff
-19
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 value Q2 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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