CIBC Private Wealth Group
GSHD icon

CIBC Private Wealth Group’s Goosehead Insurance GSHD Stock Holding History

CIBC Private Wealth Group’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
Q4 		$149K Sell
2,024
-2,328
-53% -$166K ﹤0.01% 1334
2025
Q3 		$324K Sell
4,352
-444,611
-99% -$39.2M ﹤0.01% 991
2025
Q2 		$47.4M Buy
448,963
+446,537
+18,406% +$47.3M 0.08% 196
2025
Q1 		$252K Buy
2,426
+401
+20% +$45K ﹤0.01% 1001
2024
Q4 		$210K Hold
2,025
– – ﹤0.01% 1139
2024
Q3 		$181K Sell
2,025
-200
-9% -$15.8K ﹤0.01% 1234
2024
Q2 		$125K Hold
2,225
– – ﹤0.01% 1308
2024
Q1 		$153K Sell
2,225
-575
-21% -$43.9K ﹤0.01% 1223
2023
Q4 		$212K Sell
2,800
-279
-9% -$20.2K ﹤0.01% 1050
2023
Q3 		$229K Sell
3,079
-346
-10% -$23.2K ﹤0.01% 964
2023
Q2 		$215K Buy
+3,425
New +$197K ﹤0.01% 824
2022
Q2 		– Sell
-3,775
Closed -$297K – 1239
2022
Q1 		$297K Sell
3,775
-400
-10% -$35.5K ﹤0.01% 848
2021
Q4 		$543K Hold
4,175
– – ﹤0.01% 758
2021
Q3 		$636K Sell
4,175
-50
-1% -$6.74K ﹤0.01% 697
2021
Q2 		$538K Buy
4,225
+215
+5% +$21.9K ﹤0.01% 787
2021
Q1 		$430K Sell
4,010
-245
-6% -$33.2K ﹤0.01% 833
2020
Q4 		$531K Hold
4,255
– – ﹤0.01% 763
2020
Q3 		$368K Buy
+4,255
New +$388K ﹤0.01% 738
2020
Q1 		– Sell
-4,755
Closed -$202K – 879
2019
Q4 		$202K Hold
4,755
– – ﹤0.01% 871
2019
Q3 		$235K Buy
4,755
+230
+5% +$10.6K ﹤0.01% 831
2019
Q2 		$216K Buy
+4,525
New +$158K ﹤0.01% 874
2018
Q3 		– Sell
-1,950
Closed -$49K – 1263
2018
Q2 		$49K Buy
+1,950
New +$37.7K ﹤0.01% 1173

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

CIBC Private Wealth Group's GSHD Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Goosehead Insurance (GSHD) stake by 53% in Q4 2025, selling an estimated $166K and leaving 2,024 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

CIBC Private Wealth Group first reported a position in GSHD in Q2 2018 and has held it in 22 quarters since. The position peaked at $47.4M in Q2 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

  • CIBC Private Wealth Group held 2,024 shares of Goosehead Insurance worth $149K as of Q4 2025.
  • CIBC Private Wealth Group sold 2,328 Goosehead Insurance shares in Q4 2025, an estimated $166K.
  • Goosehead Insurance made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1334 holding.
  • CIBC Private Wealth Group first reported a position in Goosehead Insurance in Q2 2018 and has held it in 22 quarters since.
  • CIBC Private Wealth Group's Goosehead Insurance position peaked at $47.4M in Q2 2025.
  • 265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.