CWM
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CIBC World Markets’s Goosehead Insurance GSHD Stock Holding History

CIBC World Markets’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
Q2 		$310K Sell
2,939
-2,049
-41% -$217K ﹤0.01% 1088
2025
Q1 		$589K Buy
4,988
+2,885
+137% +$324K ﹤0.01% 926
2024
Q4 		$225K Buy
+2,103
New +$230K ﹤0.01% 1065

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

CIBC World Markets's GSHD Position: Q2 2025 in Review

CIBC World Markets reduced its Goosehead Insurance (GSHD) stake by 41% in Q2 2025, selling an estimated $217K and leaving 2,939 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

CIBC World Markets first reported a position in GSHD in Q4 2024 and has held it in 3 quarters since. The position peaked at $589K in Q1 2025. 276 funds tracked by Wall St. Rank hold GSHD as of Q2 2025.

  • CIBC World Markets held 2,939 shares of Goosehead Insurance worth $310K as of Q2 2025.
  • CIBC World Markets sold 2,049 Goosehead Insurance shares in Q2 2025, an estimated $217K.
  • Goosehead Insurance made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1088 holding.
  • CIBC World Markets first reported a position in Goosehead Insurance in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's Goosehead Insurance position peaked at $589K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.