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Advisors Asset Management’s Goosehead Insurance GSHD Stock Holding History

Advisors Asset Management’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.39K Hold
56
– – ﹤0.01% 1422
2025
Q4 		$4.12K Sell
56
-3
-5% -$214 ﹤0.01% 1394
2025
Q3 		$4.39K Sell
59
-1
-2% -$88 ﹤0.01% 1399
2025
Q2 		$6.33K Buy
+60
New +$6.36K ﹤0.01% 1393

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LEP
Langdon Equity Partners Toronto $134M AUM

Advisors Asset Management's GSHD Position: Q1 2026 in Review

Advisors Asset Management held its Goosehead Insurance (GSHD) position steady in Q1 2026 at 56 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Advisors Asset Management first reported a position in GSHD in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.33K in Q2 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Advisors Asset Management held 56 shares of Goosehead Insurance worth $2.39K as of Q1 2026.
  • Advisors Asset Management left its Goosehead Insurance share count unchanged in Q1 2026.
  • Goosehead Insurance made up ﹤0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1422 holding.
  • Advisors Asset Management first reported a position in Goosehead Insurance in Q2 2025 and has held it in 4 quarters since.
  • Advisors Asset Management's Goosehead Insurance position peaked at $6.33K in Q2 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.