Bank of Montreal’s Goosehead Insurance GSHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.07M | Buy |
+63,266
| New | +$2.61M | ﹤0.01% | 1555 |
|
|
2025
Q4 | – | Sell |
-2,886
| Closed | -$215K | – | 3693 |
|
|
2025
Q3 | $215K | Sell |
2,886
-2,413
| -46% | -$213K | ﹤0.01% | 2730 |
|
|
2025
Q2 | $559K | Buy |
5,299
+116
| +2% | +$12.3K | ﹤0.01% | 2217 |
|
|
2025
Q1 | $612K | Buy |
5,183
+817
| +19% | +$91.7K | ﹤0.01% | 2071 |
|
|
2024
Q4 | $468K | Buy |
4,366
+307
| +8% | +$33.5K | ﹤0.01% | 2268 |
|
|
2024
Q3 | $361K | Sell |
4,059
-482
| -11% | -$38.1K | ﹤0.01% | 2631 |
|
|
2024
Q2 | $262K | Sell |
4,541
-13,783
| -75% | -$827K | ﹤0.01% | 2819 |
|
|
2024
Q1 | $1.24M | Buy |
18,324
+9,672
| +112% | +$739K | ﹤0.01% | 1893 |
|
|
2023
Q4 | $672K | Buy |
8,652
+4,614
| +114% | +$333K | ﹤0.01% | 2309 |
|
|
2023
Q3 | $292K | Sell |
4,038
-20,876
| -84% | -$1.4M | ﹤0.01% | 2825 |
|
|
2023
Q2 | $1.58M | Sell |
24,914
-11,023
| -31% | -$634K | ﹤0.01% | 1938 |
|
|
2023
Q1 | $1.88M | Buy |
35,937
+8,025
| +29% | +$348K | ﹤0.01% | 1714 |
|
|
2022
Q4 | $1.14M | Sell |
27,912
-18,957
| -40% | -$710K | ﹤0.01% | 2105 |
|
|
2022
Q3 | $1.74K | Buy |
46,869
+16,936
| +57% | +$879K | ﹤0.01% | 1901 |
|
|
2022
Q2 | $1.53K | Buy |
29,933
+16,910
| +130% | +$923K | ﹤0.01% | 2037 |
|
|
2022
Q1 | $1.12M | Buy |
13,023
+4,202
| +48% | +$373K | ﹤0.01% | 2251 |
|
|
2021
Q4 | $1.16M | Sell |
8,821
-2,523
| -22% | -$362K | ﹤0.01% | 1852 |
|
|
2021
Q3 | $1.72M | Sell |
11,344
-2,081
| -16% | -$281K | ﹤0.01% | 2157 |
|
|
2021
Q2 | $1.71M | Buy |
13,425
+11,244
| +516% | +$1.15M | ﹤0.01% | 2153 |
|
|
2021
Q1 | $226K | Sell |
2,181
-1,650
| -43% | -$223K | ﹤0.01% | 3055 |
|
|
2020
Q4 | $486K | Buy |
3,831
+1,367
| +55% | +$156K | ﹤0.01% | 2719 |
|
|
2020
Q3 | $214K | Sell |
2,464
-422
| -15% | -$38.4K | ﹤0.01% | 2717 |
|
|
2020
Q2 | $230K | Buy |
2,886
+1,499
| +108% | +$86.9K | ﹤0.01% | 2659 |
|
|
2020
Q1 | $58K | Sell |
1,387
-57
| -4% | -$2.82K | ﹤0.01% | 2828 |
|
|
2019
Q4 | $61K | Buy |
1,444
+442
| +44% | +$19.6K | ﹤0.01% | 3746 |
|
|
2019
Q3 | $49K | Buy |
1,002
+59
| +6% | +$2.71K | ﹤0.01% | 3629 |
|
|
2019
Q2 | $45K | Buy |
+943
| New | +$32.8K | ﹤0.01% | 3744 |
|
|
2019
Q1 | – | Sell |
-138
| Closed | -$4K | – | 4494 |
|
|
2018
Q4 | $4K | Buy |
138
+71
| +106% | +$1.98K | ﹤0.01% | 4163 |
|
|
2018
Q3 | $2K | Sell |
67
-2
| -3% | -$58 | ﹤0.01% | 4356 |
|
|
2018
Q2 | $2K | Buy |
+69
| New | +$1.33K | ﹤0.01% | 4355 |
|
Other funds holding GSHD
WA
VPM
VCM
LEP
Bank of Montreal's GSHD Position: Q2 2026 in Review
Bank of Montreal opened a new position in Goosehead Insurance (GSHD) in Q2 2026: 63,266 shares worth $3.07M. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in GSHD as recently as Q3 2025.
Bank of Montreal first reported a position in GSHD in Q2 2018 and has held it in 30 quarters since. 167 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.
- Bank of Montreal held 63,266 shares of Goosehead Insurance worth $3.07M as of Q2 2026.
- Goosehead Insurance was a new Bank of Montreal position in Q2 2026.
- Goosehead Insurance made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1555 holding.
- Bank of Montreal first reported a position in Goosehead Insurance in Q2 2018 and has held it in 30 quarters since.
- 167 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.