Share ownership Goosehead Insurance, Inc.

GSHD

US38267D1090

Multiline Insurance & Brokers

Market Closed - Nasdaq Other stock markets 21:00:00 08/06/2026 BST			5-day change	1st Jan Change
36.51 ^USD	-4.80%		+6.16%	-50.43%

04-27	UBS Adjusts Goosehead Insurance Price Target to $85 From $81, Maintains Buy Rating	MT
04-23	RBC Raises Price Target on Goosehead Insurance to $52 From $49, Keeps Sector Perform Rating	MT

Share class: Goosehead Insurance, Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	11,935,389	0	0	63.96 %
Stock B	1	23,670,665	22,774,094 ( 96.21 %)	0

Major shareholders: Goosehead Insurance, Inc.

Name	Stocks	%	Valuation
BlackRock Advisors LLC 14.5 %	3,432,003	14.5 %	118 M $
Kayne Anderson Rudnick Investment Management LLC 10.37 %	2,453,903	10.37 %	84 M $
Wasatch Advisors LP 9.684 %	2,292,227	9.684 %	79 M $
Kayne Anderson Rudnick Investment Management LLC 9.54 %	2,258,181	9.54 %	78 M $
Capital Research & Management Co. (World Investors) 8.332 %	1,972,271	8.332 %	68 M $
Durable Capital Partners LP 6.603 %	1,562,969	6.603 %	54 M $
Vanguard Portfolio Management LLC 5.572 %	1,318,981	5.572 %	45 M $
T. Rowe Price Investment Management, Inc. 5.048 %	1,194,998	5.048 %	41 M $
STATE STREET CORPORATION 4.576 %	1,083,152	4.576 %	37 M $
Vanguard Capital Management LLC 4.528 %	1,071,766	4.528 %	37 M $
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Name	Stocks	%	Valuation
Mark Jones 52.69 %	9,076,233	52.69 %	312 M $
Serena Jones 3.964 %	682,782	3.964 %	23 M $
Adrienne Jones 1.655 %	285,027	1.655 %	10 M $
Mark Evan Jones Jr. Family Trust 2014 1.641 %	282,734	1.641 %	10 M $
Adrienne Morgan Jones Family Trust 2014 1.641 %	282,734	1.641 %	10 M $
Lindy Jean Langston Family Trust 2014 1.641 %	282,734	1.641 %	10 M $
Lindy Langston 1.627 %	280,349	1.627 %	10 M $
Desiree Robyn Coleman Family Trust 2014 1.607 %	276,834	1.607 %	10 M $
Camille Lavaun Peterson Family Trust 2014 1.599 %	275,434	1.599 %	9 M $
Lanni Elaine Romney Family Trust 2014 1.536 %	264,534	1.536 %	9 M $
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Breakdown by shareholder type

Institutional	115.37%
Individuals	58.12%
Others	12.7%
State Street Corp.	4.58%
SEI Investments Co.	0.69%
Schweizerische Nationalbank	0.21%
Manulife Financial Corp.	0.04%
Fifth Third Bancorp	0.03%
Governments	0.02%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	122.9%
Individuals	58.12%
Canada	4.93%
United Kingdom	2.35%
Australia	1.68%
Ireland	0.91%
Cayman Islands	0.28%
Switzerland	0.23%
Japan	0.13%
Germany	0.07%
Spain	0.06%
Singapore	0.05%
Sweden	0.02%
Norway	0.02%
Netherlands	0.01%

Based on 1000 largest holdings

Goosehead Insurance, Inc. is an independent personal lines insurance agency. The Company is engaged in distributing personal line policies throughout the United States. It offers Digital Agent, an online quoting platform, that allows clients to shop for their home and auto insurance rates with top carriers. The Digital Agent combines millions of data points, which includes its quoting data over hundreds of thousands of transactions, to bring clients actual quotes specific to their needs. Clients can then bind these quotes through a short call with one of its local licensed agents with expertise in the client's specific market. It distributes insurance policies for a range of primarily personal lines of business, including homeownerâ€™s insurance, automotive, dwelling property insurance, flood, wind and others, excess liability or umbrella insurance, specialty lines insurance (motorcycle, recreational vehicle, and other insurance), commercial lines insurance and life insurance.

Employees

1,600

Sector

Multiline Insurance & Brokers

More about the company