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Callan Family Office’s Goosehead Insurance GSHD Stock Holding History

Callan Family Office’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 		$372K Sell
7,675
-1,615
-17% -$66.6K 0.01% 925
2026
Q1 		$396K Buy
9,290
+4,978
+115% +$278K 0.01% 847
2025
Q4 		$318K Buy
+4,312
New +$307K 0.01% 913
2025
Q3 		– Sell
-5,946
Closed -$627K – 894
2025
Q2 		$627K Buy
+5,946
New +$630K 0.02% 519

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM

Callan Family Office's GSHD Position: Q2 2026 in Review

Callan Family Office reduced its Goosehead Insurance (GSHD) stake by 17% in Q2 2026, selling an estimated $66.6K and leaving 7,675 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #925.

Callan Family Office first reported a position in GSHD in Q2 2025 and has held it in 4 quarters since. The position peaked at $627K in Q2 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Callan Family Office held 7,675 shares of Goosehead Insurance worth $372K as of Q2 2026.
  • Callan Family Office sold 1,615 Goosehead Insurance shares in Q2 2026, an estimated $66.6K.
  • Goosehead Insurance made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #925 holding.
  • Callan Family Office first reported a position in Goosehead Insurance in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Goosehead Insurance position peaked at $627K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.