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 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 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

Freestone Grove Partners's GSHD Position: Q1 2026 in Review

Freestone Grove Partners reduced its Goosehead Insurance (GSHD) stake by 89% in Q1 2026, selling an estimated $9.38M and leaving 20,599 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #503.

Freestone Grove Partners first reported a position in GSHD in Q4 2024 and has held it in 4 quarters since. The position peaked at $13.9M in Q4 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

Freestone Grove Partners held 20,599 shares of Goosehead Insurance worth $879K as of Q1 2026.
Freestone Grove Partners sold 167,672 Goosehead Insurance shares in Q1 2026, an estimated $9.38M.
Goosehead Insurance made up 0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #503 holding.
Freestone Grove Partners first reported a position in Goosehead Insurance in Q4 2024 and has held it in 4 quarters since.
Freestone Grove Partners's Goosehead Insurance position peaked at $13.9M in Q4 2025.
218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.