First Trust Advisors
GSHD icon

First Trust Advisors’s Goosehead Insurance GSHD Stock Holding History

First Trust 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
Q4 		– Sell
-24,259
Closed -$1.81M – 2660
2025
Q3 		$1.81M Sell
24,259
-21,722
-47% -$1.91M ﹤0.01% 1880
2025
Q2 		$4.85M Sell
45,981
-3,584
-7% -$380K ﹤0.01% 1365
2025
Q1 		$5.85M Buy
49,565
+472
+1% +$53K 0.01% 1240
2024
Q4 		$5.26M Buy
+49,093
New +$5.36M ﹤0.01% 1330
2024
Q3 		– Sell
-5,930
Closed -$341K – 2413
2024
Q2 		$341K Sell
5,930
-23,307
-80% -$1.4M ﹤0.01% 2187
2024
Q1 		$1.95M Sell
29,237
-25,592
-47% -$1.96M ﹤0.01% 1751
2023
Q4 		$4.16M Buy
+54,829
New +$3.96M ﹤0.01% 1368
2022
Q2 		– Sell
-7,772
Closed -$611K – 2538
2022
Q1 		$611K Sell
7,772
-21,096
-73% -$1.87M ﹤0.01% 2207
2021
Q4 		$3.75M Buy
28,868
+7,036
+32% +$1.01M ﹤0.01% 1518
2021
Q3 		$3.33M Buy
21,832
+16,492
+309% +$2.22M ﹤0.01% 1553
2021
Q2 		$680K Sell
5,340
-32,442
-86% -$3.3M ﹤0.01% 2173
2021
Q1 		$4.05M Buy
37,782
+11,427
+43% +$1.55M ﹤0.01% 1367
2020
Q4 		$3.29M Sell
26,355
-4,044
-13% -$462K ﹤0.01% 1321
2020
Q3 		$2.63M Sell
30,399
-12,613
-29% -$1.15M ﹤0.01% 1237
2020
Q2 		$3.23M Buy
+43,012
New +$2.49M 0.01% 1150
2019
Q4 		– Sell
-41,963
Closed -$2.07M – 2414
2019
Q3 		$2.07M Buy
41,963
+12,650
+43% +$581K ﹤0.01% 1515
2019
Q2 		$1.4M Buy
+29,313
New +$1.02M ﹤0.01% 1732

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 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 $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

First Trust Advisors's GSHD Position: Q4 2025 in Review

First Trust Advisors sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 24,259 shares — an estimated $1.81M sold.

First Trust Advisors first reported a position in GSHD in Q2 2019 and held it in 17 quarters. The position peaked at $5.85M in Q1 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

  • First Trust Advisors reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
  • First Trust Advisors sold 24,259 Goosehead Insurance shares in Q4 2025, an estimated $1.81M.
  • First Trust Advisors first reported a position in Goosehead Insurance in Q2 2019 and held it in 17 quarters.
  • First Trust Advisors's Goosehead Insurance position peaked at $5.85M in Q1 2025.
  • 265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on First Trust Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.