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Annis Gardner Whiting Capital Advisors’s Goosehead Insurance GSHD Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q3 		– Sell
-5
Closed -$528 – 1289
2025
Q2 		$528 Buy
+5
New +$530 ﹤0.01% 1174

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's GSHD Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Goosehead Insurance (GSHD) in Q3 2025, closing a stake of 5 shares — an estimated $528 sold.

Annis Gardner Whiting Capital Advisors first reported a position in GSHD in Q2 2025 and held it in 1 quarter. The position peaked at $528 in Q2 2025. 262 funds tracked by Wall St. Rank hold GSHD as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Goosehead Insurance position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 5 Goosehead Insurance shares in Q3 2025, an estimated $528.
  • Annis Gardner Whiting Capital Advisors first reported a position in Goosehead Insurance in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Goosehead Insurance position peaked at $528 in Q2 2025.
  • 262 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.