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Great Valley Advisor Group’s Goosehead Insurance GSHD Stock Holding History

Great Valley Advisor Group’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 		– Sell
-2,387
Closed -$282K – 917
2025
Q1 		$282K Buy
+2,387
New +$268K 0.01% 744

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

Great Valley Advisor Group's GSHD Position: Q2 2025 in Review

Great Valley Advisor Group sold out of Goosehead Insurance (GSHD) in Q2 2025, closing a stake of 2,387 shares — an estimated $282K sold.

Great Valley Advisor Group first reported a position in GSHD in Q1 2025 and held it in 1 quarter. The position peaked at $282K in Q1 2025. 276 funds tracked by Wall St. Rank hold GSHD as of Q2 2025.

  • Great Valley Advisor Group reported no remaining Goosehead Insurance position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 2,387 Goosehead Insurance shares in Q2 2025, an estimated $282K.
  • Great Valley Advisor Group first reported a position in Goosehead Insurance in Q1 2025 and held it in 1 quarter.
  • Great Valley Advisor Group's Goosehead Insurance position peaked at $282K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.