Campbell & Co Investment Adviser’s Goosehead Insurance GSHD Stock Holding History

Campbell & Co Investment Adviser’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	$1.5M	Buy	30,850 +16,363	+113%	+$675K	0.08%	416
2026 Q1	$618K	Buy	14,487 +9,599	+196%	+$537K	0.04%	680
2025 Q4	$360K	Sell	4,888 -67,434	-93%	-$4.8M	0.02%	931
2025 Q3	$5.38M	Buy	+72,322	New	+$6.37M	0.41%	21
2025 Q2	–	Sell	-1,787	Closed	-$211K	–	1255
2025 Q1	$211K	Sell	1,787 -12,895	-88%	-$1.45M	0.02%	930
2024 Q4	$1.57M	Buy	+14,682	New	+$1.6M	0.12%	246

Other funds holding GSHD

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Campbell & Co Investment Adviser's GSHD Position: Q2 2026 in Review

Campbell & Co Investment Adviser increased its Goosehead Insurance (GSHD) stake by 113% in Q2 2026, buying an estimated $675K and bringing the position to 30,850 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #416.

Campbell & Co Investment Adviser first reported a position in GSHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.38M in Q3 2025. 68 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

Campbell & Co Investment Adviser held 30,850 shares of Goosehead Insurance worth $1.5M as of Q2 2026.
Campbell & Co Investment Adviser bought 16,363 Goosehead Insurance shares in Q2 2026, an estimated $675K.
Goosehead Insurance made up 0.08% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #416 holding.
Campbell & Co Investment Adviser first reported a position in Goosehead Insurance in Q4 2024 and has held it in 6 quarters since.
Campbell & Co Investment Adviser's Goosehead Insurance position peaked at $5.38M in Q3 2025.
68 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.