FCM
GSHD icon

FJ Capital Management’s Goosehead Insurance GSHD Stock Holding History

FJ Capital Management’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
Q3 		– Sell
-21,705
Closed -$2.29M – 160
2025
Q2 		$2.29M Sell
21,705
-12,793
-37% -$1.36M 0.24% 63
2025
Q1 		$4.07M Buy
34,498
+8,837
+34% +$991K 0.42% 55
2024
Q4 		$2.75M Sell
25,661
-858
-3% -$93.7K 0.32% 61
2024
Q3 		$2.37M Buy
26,519
+19,411
+273% +$1.54M 0.25% 60
2024
Q2 		$408K Sell
7,108
-8,198
-54% -$492K 0.04% 99
2024
Q1 		$1.02M Sell
15,306
-6,340
-29% -$484K 0.1% 84
2023
Q4 		$1.64M Buy
21,646
+7,619
+54% +$550K 0.16% 74
2023
Q3 		$1.05M Sell
14,027
-2,336
-14% -$157K 0.12% 92
2023
Q2 		$1.03M Sell
16,363
-541
-3% -$31.1K 0.13% 63
2023
Q1 		$882K Buy
+16,904
New +$734K 0.11% 71

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Capital World Investors
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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return