Capital World Investors’s Goosehead Insurance GSHD Stock Holding History

Capital World 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
2026 Q2	$98.3M	Buy	2,027,586 +55,315	+3%	+$2.28M	0.01%	412
2026 Q1	$84.1M	Buy	1,972,271 +284,271	+17%	+$15.9M	0.01%	404
2025 Q4	$124M	Hold	1,688,000	–	–	0.02%	332
2025 Q3	$126M	Hold	1,688,000	–	–	0.02%	324
2025 Q2	$178M	Hold	1,688,000	–	–	0.03%	282
2025 Q1	$199M	Hold	1,688,000	–	–	0.03%	269
2024 Q4	$181M	Hold	1,688,000	–	–	0.03%	286
2024 Q3	$151M	Hold	1,688,000	–	–	0.02%	305
2024 Q2	$97M	Hold	1,688,000	–	–	0.02%	338
2024 Q1	$112M	Hold	1,688,000	–	–	0.02%	337
2023 Q4	$128M	Hold	1,688,000	–	–	0.02%	316
2023 Q3	$126M	Hold	1,688,000	–	–	0.02%	312
2023 Q2	$106M	Hold	1,688,000	–	–	0.02%	329
2023 Q1	$88.1M	Hold	1,688,000	–	–	0.02%	343
2022 Q4	$58M	Buy	1,688,000 +1,120,000	+197%	+$42M	0.01%	376
2022 Q3	$20.2M	Hold	568,000	–	–	﹤0.01%	458
2022 Q2	$25.9M	Hold	568,000	–	–	0.01%	445
2022 Q1	$44.6M	Buy	568,000 +437,576	+336%	+$38.8M	0.01%	429
2021 Q4	$17M	Hold	130,424	–	–	﹤0.01%	532
2021 Q3	$19.9M	Hold	130,424	–	–	﹤0.01%	529
2021 Q2	$16.6M	Buy	+130,424	New	+$13.3M	﹤0.01%	539

Other funds holding GSHD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LEP

Langdon Equity Partners Toronto $179M AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors's GSHD Position: Q2 2026 in Review

Capital World Investors increased its Goosehead Insurance (GSHD) stake by 2.8% in Q2 2026, buying an estimated $2.28M and bringing the position to 2,027,586 shares worth $98.3M. The position accounts for 0.01% of the portfolio, ranked #412.

Capital World Investors first reported a position in GSHD in Q2 2021 and has held it in 21 quarters since. The position peaked at $199M in Q1 2025. 169 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

Capital World Investors held 2,027,586 shares of Goosehead Insurance worth $98.3M as of Q2 2026.
Capital World Investors bought 55,315 Goosehead Insurance shares in Q2 2026, an estimated $2.28M.
Goosehead Insurance made up 0.01% of Capital World Investors's portfolio in Q2 2026, its #412 holding.
Capital World Investors first reported a position in Goosehead Insurance in Q2 2021 and has held it in 21 quarters since.
Capital World Investors's Goosehead Insurance position peaked at $199M in Q1 2025.
169 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.