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Freestone Grove Partners’s Goosehead Insurance GSHD Stock Holding History

Freestone Grove 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
Q2 		$1.18M Buy
24,384
+3,785
+18% +$156K 0.01% 508
2026
Q1 		$879K Sell
20,599
-167,672
-89% -$9.38M 0.01% 503
2025
Q4 		$13.9M Buy
+188,271
New +$13.4M 0.1% 253
2025
Q3 		– Sell
-108,423
Closed -$11.4M – 791
2025
Q2 		$11.4M Buy
+108,423
New +$11.5M 0.09% 263
2025
Q1 		– Sell
-2,625
Closed -$281K – 671
2024
Q4 		$281K Buy
+2,625
New +$287K ﹤0.01% 479

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM

Freestone Grove Partners's GSHD Position: Q2 2026 in Review

Freestone Grove Partners increased its Goosehead Insurance (GSHD) stake by 18% in Q2 2026, buying an estimated $156K and bringing the position to 24,384 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #508.

Freestone Grove Partners first reported a position in GSHD in Q4 2024 and has held it in 5 quarters since. The position peaked at $13.9M in Q4 2025. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Freestone Grove Partners held 24,384 shares of Goosehead Insurance worth $1.18M as of Q2 2026.
  • Freestone Grove Partners bought 3,785 Goosehead Insurance shares in Q2 2026, an estimated $156K.
  • Goosehead Insurance made up 0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #508 holding.
  • Freestone Grove Partners first reported a position in Goosehead Insurance in Q4 2024 and has held it in 5 quarters since.
  • Freestone Grove Partners's Goosehead Insurance position peaked at $13.9M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.