Capital International Investors
GSHD icon

Capital International Investors’s Goosehead Insurance GSHD Stock Holding History

Capital International Investors’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
Q3 		– Sell
-266,517
Closed -$28.1M – 459
2025
Q2 		$28.1M Sell
266,517
-311
-0.1% -$32.9K ﹤0.01% 376
2025
Q1 		$31.5M Sell
266,828
-124
-0% -$13.9K 0.01% 362
2024
Q4 		$28.6M Sell
266,952
-92
-0% -$10K 0.01% 378
2024
Q3 		$23.8M Buy
267,044
+2,912
+1% +$230K ﹤0.01% 377
2024
Q2 		$15.2M Hold
264,132
– – ﹤0.01% 382
2024
Q1 		$17.6M Buy
264,132
+180
+0.1% +$13.8K ﹤0.01% 382
2023
Q4 		$20M Buy
263,952
+43,520
+20% +$3.14M ﹤0.01% 380
2023
Q3 		$16.4M Buy
220,432
+30,000
+16% +$2.01M ﹤0.01% 386
2023
Q2 		$12M Buy
+190,432
New +$11M ﹤0.01% 399
2022
Q4 		– Sell
-291,232
Closed -$10.4M – 432
2022
Q3 		$10.4M Sell
291,232
-1,017,817
-78% -$52.9M ﹤0.01% 395
2022
Q2 		$59.8M Sell
1,309,049
-147,464
-10% -$8.05M 0.02% 334
2022
Q1 		$114M Sell
1,456,513
-300,410
-17% -$26.7M 0.03% 296
2021
Q4 		$229M Sell
1,756,923
-144,000
-8% -$20.7M 0.05% 258
2021
Q3 		$289M Buy
1,900,923
+1,400,428
+280% +$189M 0.07% 226
2021
Q2 		$63.7M Buy
+500,495
New +$51M 0.01% 337

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
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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Capital International Investors's GSHD Position: Q3 2025 in Review

Capital International Investors sold out of Goosehead Insurance (GSHD) in Q3 2025, closing a stake of 266,517 shares — an estimated $28.1M sold.

Capital International Investors first reported a position in GSHD in Q2 2021 and held it in 15 quarters. The position peaked at $289M in Q3 2021. 261 funds tracked by Wall St. Rank hold GSHD as of Q3 2025.

  • Capital International Investors reported no remaining Goosehead Insurance position as of Q3 2025 after selling out during the quarter.
  • Capital International Investors sold 266,517 Goosehead Insurance shares in Q3 2025, an estimated $28.1M.
  • Capital International Investors first reported a position in Goosehead Insurance in Q2 2021 and held it in 15 quarters.
  • Capital International Investors's Goosehead Insurance position peaked at $289M in Q3 2021.
  • 261 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2025.

Based on Capital International Investors's 13F filing for Q3 2025, filed 13 Nov 2025.