Baird Financial Group
GSHD icon

Baird Financial Group’s Goosehead Insurance GSHD Stock Holding History

Baird Financial Group’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 		$278K Sell
6,525
-18
-0.3% -$1.01K ﹤0.01% 1666
2025
Q4 		$482K Buy
6,543
+853
+15% +$60.8K ﹤0.01% 1480
2025
Q3 		$423K Buy
5,690
+997
+21% +$87.8K ﹤0.01% 1522
2025
Q2 		$495K Sell
4,693
-317
-6% -$33.6K ﹤0.01% 1416
2025
Q1 		$591K Sell
5,010
-532
-10% -$59.7K ﹤0.01% 1348
2024
Q4 		$594K Sell
5,542
-10,091
-65% -$1.1M ﹤0.01% 1334
2024
Q3 		$1.4M Buy
15,633
+10,318
+194% +$817K ﹤0.01% 1069
2024
Q2 		$305K Buy
5,315
+127
+2% +$7.62K ﹤0.01% 1556
2024
Q1 		$346K Buy
5,188
+993
+24% +$75.9K ﹤0.01% 1506
2023
Q4 		$318K Sell
4,195
-21
-0.5% -$1.52K ﹤0.01% 1494
2023
Q3 		$314K Buy
4,216
+21
+0.5% +$1.41K ﹤0.01% 1487
2023
Q2 		$264K Hold
4,195
– – ﹤0.01% 1543
2023
Q1 		$219K Buy
+4,195
New +$182K ﹤0.01% 1594

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

Baird Financial Group's GSHD Position: Q1 2026 in Review

Baird Financial Group reduced its Goosehead Insurance (GSHD) stake by 0.28% in Q1 2026, selling an estimated $1.01K and leaving 6,525 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Baird Financial Group first reported a position in GSHD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.4M in Q3 2024. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Baird Financial Group held 6,525 shares of Goosehead Insurance worth $278K as of Q1 2026.
  • Baird Financial Group sold 18 Goosehead Insurance shares in Q1 2026, an estimated $1.01K.
  • Goosehead Insurance made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1666 holding.
  • Baird Financial Group first reported a position in Goosehead Insurance in Q1 2023 and has held it in 13 quarters since.
  • Baird Financial Group's Goosehead Insurance position peaked at $1.4M in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.