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GSHD icon

BloombergSen’s Goosehead Insurance GSHD Stock Holding History

BloombergSen’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
Q2 		– Sell
-2,250
Closed -$266K – 33
2025
Q1 		$266K Sell
2,250
-1,151
-34% -$129K 0.02% 30
2024
Q4 		$345K Sell
3,401
-741
-18% -$80.9K 0.02% 33
2024
Q3 		$370K Hold
4,142
– – 0.02% 31
2024
Q2 		$238K Buy
4,142
+1,780
+75% +$107K 0.02% 28
2024
Q1 		$157K Buy
2,362
+257
+12% +$19.6K 0.01% 29
2023
Q4 		$160K Sell
2,105
-670
-24% -$48.4K 0.01% 28
2023
Q3 		$207K Hold
2,775
– – 0.01% 27
2023
Q2 		$175K Buy
2,775
+600
+28% +$34.5K 0.01% 26
2023
Q1 		$114K Buy
2,175
+1,150
+112% +$49.9K 0.01% 29
2022
Q4 		$35.2K Hold
1,025
– – ﹤0.01% 31
2022
Q3 		$37K Hold
1,025
– – ﹤0.01% 38
2022
Q2 		$47K Sell
1,025
-1,725
-63% -$94.2K ﹤0.01% 38
2022
Q1 		$216K Buy
+2,750
New +$244K 0.01% 30

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BloombergSen's GSHD Position: Q2 2025 in Review

BloombergSen sold out of Goosehead Insurance (GSHD) in Q2 2025, closing a stake of 2,250 shares — an estimated $266K sold.

BloombergSen first reported a position in GSHD in Q1 2022 and held it in 13 quarters. The position peaked at $370K in Q3 2024. 276 funds tracked by Wall St. Rank hold GSHD as of Q2 2025.

  • BloombergSen reported no remaining Goosehead Insurance position as of Q2 2025 after selling out during the quarter.
  • BloombergSen sold 2,250 Goosehead Insurance shares in Q2 2025, an estimated $266K.
  • BloombergSen first reported a position in Goosehead Insurance in Q1 2022 and held it in 13 quarters.
  • BloombergSen's Goosehead Insurance position peaked at $370K in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2025.

Based on BloombergSen's 13F filing for Q2 2025, filed 18 Jul 2025.