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Capital World Investors holds 1.97M shares of Goosehead (NASDAQ: GSHD)

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Capital World Investors filed an Amendment No. 2 to its Schedule 13G/A disclosing beneficial ownership of 1,972,271 shares of Goosehead Insurance, Inc. Common Stock, representing 8.0% of 24,653,390 shares believed outstanding as stated.

The filing lists sole voting and dispositive power over the 1,972,271 shares and identifies related investment management entities. The amendment is signed by Jae Won Chung on 05/13/2026.

Positive

  • None.

Negative

  • None.

Insights

Large institutional stake disclosed; ownership above 5% threshold.

The filing shows Capital World Investors holds 1,972,271 shares, equal to 8.0% of the company's stated outstanding shares. This places CWI among significant holders required to report under Section 13.

Key dependencies include the accuracy of the 24,653,390 outstanding-share figure and the scope of entities listed. Subsequent amendments could change reported percentages.

Disclosure clarifies voting and dispositive authority within affiliated entities.

The filing attributes sole voting and sole dispositive power for 1,972,271 shares to CWI and lists affiliated investment management entities that provide services under the "Capital World Investors" name.

Investors reviewing ownership should note the named affiliates and the filing's effective/filing dates when assessing potential governance influence.

Shares beneficially owned 1,972,271 shares Amount beneficially owned by Capital World Investors
Percent of class 8.0% Percent of class based on 24,653,390 shares believed outstanding
Shares outstanding (stated) 24,653,390 shares Shares believed to be outstanding as reported in filing
Form type Schedule 13G/A (Amendment No. 2) Filing amendment reporting beneficial ownership
Signature date 05/13/2026 Date signed by Jae Won Chung, Senior VP and Associate General Counsel
CUSIP 38267D109 Goosehead Insurance, Inc. Common Stock CUSIP
Schedule 13G/A regulatory
"Amendment No. 2 to Schedule 13G/A disclosing beneficial ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficial owner financial
"CWI is deemed to be the beneficial owner of 1,972,271 shares"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
Sole dispositive power governance
"Sole power to dispose or to direct the disposition of: 1,972,271"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Investment management entities organizational
"Capital World Investors is a division of Capital Research and Management Company"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Capital World Investors hold in Goosehead (GSHD)?

Capital World Investors beneficially owns 1,972,271 shares representing 8.0% of the class. The filing states this is out of 24,653,390 shares believed outstanding, and CWI reports sole voting and dispositive power over those shares.

When was the Schedule 13G/A amendment filed and signed?

The document is labeled Amendment No. 2 with a header date of 03/31/2026 and is signed by Jae Won Chung on 05/13/2026. Those dates anchor the reported ownership snapshot.

Does Capital World Investors have voting authority over its Goosehead shares?

Yes; the filing reports sole power to vote and sole power to dispose for all 1,972,271 shares. It also lists affiliated investment management entities associated with the beneficial ownership reporting.

Who filed this Schedule 13G/A on behalf of Capital World Investors?

The filing names Capital World Investors as the reporting person and identifies affiliated investment management entities including Capital Research and Management Company. The amendment is executed by a Senior Vice President and Associate General Counsel.





38267D109

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Capital World Investors
Signature:Jae Won Chung
Name/Title:Senior Vice President and Associate General Counsel, Capital Research and Management Company
Date:05/13/2026