Covestor
GSHD icon

Covestor’s Goosehead Insurance GSHD Stock Holding History

Covestor’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
Q3 		$26K Buy
581
+307
+112% +$18.3K 0.02% 1010
2026
Q2 		$13K Sell
274
-624
-69% -$25.7K 0.01% 1371
2026
Q1 		$38K Sell
898
-887
-50% -$49.6K 0.03% 847
2025
Q4 		$132K Buy
1,785
+608
+52% +$43.3K 0.07% 404
2025
Q3 		$88K Buy
1,177
+404
+52% +$35.6K 0.05% 648
2025
Q2 		$82K Buy
773
+764
+8,489% +$80.9K 0.05% 664
2025
Q1 		$1K Sell
9
-9
-50% -$1.01K ﹤0.01% 1993
2024
Q4 		$2K Buy
18
+8
+80% +$873 ﹤0.01% 1880
2024
Q3 		$1K Sell
10
-4
-29% -$317 ﹤0.01% 1985
2024
Q2 		$1K Buy
14
+2
+17% +$120 ﹤0.01% 2012
2024
Q1 		$1K Buy
12
+11
+1,100% +$841 ﹤0.01% 1990
2023
Q4 		$0 Sell
1
-1
-50% -$72 ﹤0.01% 2347
2023
Q3 		$0 Sell
2
-1
-33% -$67 ﹤0.01% 2331
2023
Q2 		$0 Hold
3
– – ﹤0.01% 2329
2023
Q1 		$0 Hold
3
– – ﹤0.01% 2237
2022
Q4 		$0 Hold
3
– – ﹤0.01% 2262
2022
Q3 		$0 Sell
3
-1
-25% -$52 ﹤0.01% 2226
2022
Q2 		$0 Buy
4
+1
+33% +$55 ﹤0.01% 2097
2022
Q1 		$0 Sell
3
-2
-40% -$178 ﹤0.01% 2243
2021
Q4 		$1K Buy
+5
New +$717 ﹤0.01% 1768

Other funds holding GSHD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Langdon Equity Partners
Langdon Equity Partners Toronto $146M AUM 11.99% 1-Year Est. Return

Covestor's GSHD Position: Q3 2026 in Review

Covestor increased its Goosehead Insurance (GSHD) stake by 112% in Q3 2026, buying an estimated $18.3K and bringing the position to 581 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #1010.

Covestor first reported a position in GSHD in Q4 2021 and has held it in 20 quarters since. The position peaked at $132K in Q4 2025. 189 funds tracked by Wall St. Rank hold GSHD as of Q3 2026.

  • Covestor held 581 shares of Goosehead Insurance worth $26K as of Q3 2026.
  • Covestor bought 307 Goosehead Insurance shares in Q3 2026, an estimated $18.3K.
  • Goosehead Insurance made up 0.02% of Covestor's portfolio in Q3 2026, its #1010 holding.
  • Covestor first reported a position in Goosehead Insurance in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Goosehead Insurance position peaked at $132K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.