Ewing Morris & Co Investment Partners’s Goosehead Insurance GSHD Stock Holding History

Ewing Morris & Co Investment Partners’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 Q1	$4.34M	Buy	101,683 +15,000	+17%	+$839K	1.95%	16
2025 Q4	$6.46M	Buy	86,683 +8,287	+11%	+$590K	2.82%	8
2025 Q3	$5.83M	Buy	78,396 +14,000	+22%	+$1.23M	2.49%	11
2025 Q2	$6.79M	Buy	64,396 +10,000	+18%	+$1.06M	3.05%	7
2025 Q1	$9.24M	Sell	54,396 -6,000	-10%	-$673K	2.92%	10
2024 Q4	$9.31M	Sell	60,396 -19,302	-24%	-$2.11M	3.21%	9
2024 Q3	$9.63M	Buy	79,698 +1,100	+1%	+$87.1K	4.65%	8
2024 Q2	$4.51M	Buy	78,598 +8,000	+11%	+$480K	2.87%	16
2024 Q1	$6.37M	Buy	70,598 +31,413	+80%	+$2.4M	2.89%	15
2023 Q4	$2.97M	Buy	39,185 +24,185	+161%	+$1.75M	2.12%	17
2023 Q3	$1.12M	Buy	+15,000	New	+$1.01M	0.9%	22

Other funds holding GSHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LEP

Langdon Equity Partners Toronto $134M AUM

Ewing Morris & Co Investment Partners's GSHD Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners increased its Goosehead Insurance (GSHD) stake by 17% in Q1 2026, buying an estimated $839K and bringing the position to 101,683 shares worth $4.34M. The position accounts for 1.95% of the portfolio, ranked #16.

Ewing Morris & Co Investment Partners first reported a position in GSHD in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.63M in Q3 2024. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

Ewing Morris & Co Investment Partners held 101,683 shares of Goosehead Insurance worth $4.34M as of Q1 2026.
Ewing Morris & Co Investment Partners bought 15,000 Goosehead Insurance shares in Q1 2026, an estimated $839K.
Goosehead Insurance made up 1.95% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #16 holding.
Ewing Morris & Co Investment Partners first reported a position in Goosehead Insurance in Q3 2023 and has held it in 11 quarters since.
Ewing Morris & Co Investment Partners's Goosehead Insurance position peaked at $9.63M in Q3 2024.
218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.