FHA
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First Horizon Advisors’s Goosehead Insurance GSHD Stock Holding History

First Horizon Advisors’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 		$61.7K Sell
584
-41
-7% -$4.34K ﹤0.01% 886
2025
Q1 		$73.8K Buy
625
+32
+5% +$3.59K ﹤0.01% 777
2024
Q4 		$63.6K Hold
593
– – ﹤0.01% 858
2024
Q3 		$53K Hold
593
– – ﹤0.01% 963
2024
Q2 		$34.1K Buy
593
+117
+25% +$7.02K ﹤0.01% 1088
2024
Q1 		$31.7K Sell
476
-132
-22% -$10.1K ﹤0.01% 1162
2023
Q4 		$46.1K Hold
608
– – ﹤0.01% 977
2023
Q3 		$45.3K Buy
608
+132
+28% +$8.86K ﹤0.01% 893
2023
Q2 		$29.9K Hold
476
– – ﹤0.01% 1105
2023
Q1 		$24.9K Hold
476
– – ﹤0.01% 1180
2022
Q4 		$16.4K Hold
476
– – ﹤0.01% 1329
2022
Q3 		$16K Buy
476
+147
+45% +$7.63K ﹤0.01% 1316
2022
Q2 		$15K Buy
+329
New +$18K ﹤0.01% 1398
2022
Q1 		– Sell
-329
Closed -$42K – 1947
2021
Q4 		$42K Hold
329
– – ﹤0.01% 986
2021
Q3 		$50K Sell
329
-136
-29% -$18.3K ﹤0.01% 900
2021
Q2 		$59K Buy
465
+259
+126% +$26.4K ﹤0.01% 720
2021
Q1 		$22K Hold
206
– – ﹤0.01% 1039
2020
Q4 		$25K Hold
206
– – ﹤0.01% 823
2020
Q3 		$17K Buy
206
+2
+1% +$182 ﹤0.01% 871
2020
Q2 		$15K Hold
204
– – ﹤0.01% 888
2020
Q1 		$9K Buy
204
+117
+134% +$5.79K ﹤0.01% 956
2019
Q4 		$3K Buy
+87
New +$3.85K ﹤0.01% 1336

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

First Horizon Advisors's GSHD Position: Q2 2025 in Review

First Horizon Advisors reduced its Goosehead Insurance (GSHD) stake by 6.6% in Q2 2025, selling an estimated $4.34K and leaving 584 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

First Horizon Advisors first reported a position in GSHD in Q4 2019 and has held it in 22 quarters since. The position peaked at $73.8K in Q1 2025. 276 funds tracked by Wall St. Rank hold GSHD as of Q2 2025.

  • First Horizon Advisors held 584 shares of Goosehead Insurance worth $61.7K as of Q2 2025.
  • First Horizon Advisors sold 41 Goosehead Insurance shares in Q2 2025, an estimated $4.34K.
  • Goosehead Insurance made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #886 holding.
  • First Horizon Advisors first reported a position in Goosehead Insurance in Q4 2019 and has held it in 22 quarters since.
  • First Horizon Advisors's Goosehead Insurance position peaked at $73.8K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.