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B. Metzler seel. Sohn & Co’s Goosehead Insurance GSHD Stock Holding History

B. Metzler seel. Sohn & Co’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
Q2 		$909K Buy
18,742
+1,388
+8% +$57.3K 0.01% 590
2026
Q1 		$740K Buy
17,354
+2,781
+19% +$156K 0.01% 585
2025
Q4 		$1.07M Buy
14,573
+969
+7% +$69K 0.01% 530
2025
Q3 		$1.01M Sell
13,604
-873
-6% -$76.9K 0.01% 535
2025
Q2 		$1.53M Hold
14,477
– – 0.01% 443
2025
Q1 		$1.71M Sell
14,477
-3,030
-17% -$340K 0.02% 388
2024
Q4 		$1.88M Sell
17,507
-4,638
-21% -$506K 0.02% 381
2024
Q3 		$1.98M Buy
22,145
+3,216
+17% +$255K 0.02% 393
2024
Q2 		$1.09M Buy
18,929
+3,451
+22% +$207K 0.01% 511
2024
Q1 		$1.03M Buy
15,478
+4,680
+43% +$358K 0.01% 520
2023
Q4 		$818K Sell
10,798
-1,847
-15% -$133K 0.01% 538
2023
Q3 		$942K Sell
12,645
-19,891
-61% -$1.33M 0.01% 473
2023
Q2 		$2.05M Buy
32,536
+16,268
+100% +$936K 0.03% 370
2023
Q1 		$849K Hold
16,268
– – 0.01% 469
2022
Q4 		$559K Buy
16,268
+4,319
+36% +$162K 0.01% 538
2022
Q3 		$426K Sell
11,949
-1,236
-9% -$64.2K 0.01% 567
2022
Q2 		$602K Buy
13,185
+6,244
+90% +$341K 0.01% 527
2022
Q1 		$545K Buy
6,941
+1,081
+18% +$96K 0.01% 578
2021
Q4 		$754K Buy
+5,860
New +$841K 0.01% 486

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

B. Metzler seel. Sohn & Co's GSHD Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co increased its Goosehead Insurance (GSHD) stake by 8% in Q2 2026, buying an estimated $57.3K and bringing the position to 18,742 shares worth $909K. The position accounts for 0.01% of the portfolio, ranked #590.

B. Metzler seel. Sohn & Co first reported a position in GSHD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.05M in Q2 2023. 108 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 18,742 shares of Goosehead Insurance worth $909K as of Q2 2026.
  • B. Metzler seel. Sohn & Co bought 1,388 Goosehead Insurance shares in Q2 2026, an estimated $57.3K.
  • Goosehead Insurance made up 0.01% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #590 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Goosehead Insurance in Q4 2021 and has held it in 19 quarters since.
  • B. Metzler seel. Sohn & Co's Goosehead Insurance position peaked at $2.05M in Q2 2023.
  • 108 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.