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Henry Ellenbogen’s Goosehead Insurance GSHD Stock Holding History

Henry Ellenbogen’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 		$89.1M Buy
1,837,151
+274,182
+18% +$11.3M 0.87% 27
2026
Q1 		$66.7M Hold
1,562,969
– – 0.69% 32
2025
Q4 		$115M Buy
1,562,969
+20,783
+1% +$1.48M 1.09% 29
2025
Q3 		$115M Buy
1,542,186
+861,374
+127% +$75.9M 0.85% 38
2025
Q2 		$71.8M Buy
+680,812
New +$72.1M 0.54% 39
2024
Q3 		– Sell
-38,256
Closed -$2.2M – 52
2024
Q2 		$2.2M Sell
38,256
-160,802
-81% -$9.65M 0.02% 49
2024
Q1 		$13.3M Sell
199,058
-95,855
-33% -$7.32M 0.1% 51
2023
Q4 		$22.4M Sell
294,913
-472,347
-62% -$34.1M 0.18% 51
2023
Q3 		$57.2M Sell
767,260
-135,150
-15% -$9.07M 0.52% 39
2023
Q2 		$56.8M Sell
902,410
-67,515
-7% -$3.88M 0.5% 44
2023
Q1 		$50.6M Hold
969,925
– – 0.48% 39
2022
Q4 		$33.3M Sell
969,925
-28,700
-3% -$1.08M 0.35% 45
2022
Q3 		$35.6M Buy
998,625
+106,849
+12% +$5.55M 0.39% 42
2022
Q2 		$40.7M Sell
891,776
-40,668
-4% -$2.22M 0.47% 42
2022
Q1 		$73.3M Buy
932,444
+182,952
+24% +$16.2M 0.64% 41
2021
Q4 		$97.5M Sell
749,492
-76,912
-9% -$11M 0.76% 39
2021
Q3 		$126M Sell
826,404
-43,495
-5% -$5.87M 0.95% 36
2021
Q2 		$111M Buy
869,899
+434,071
+100% +$44.2M 0.82% 40
2021
Q1 		$46.7M Sell
435,828
-51,154
-11% -$6.92M 0.4% 44
2020
Q4 		$60.8M Hold
486,982
– – 0.54% 42
2020
Q3 		$42.2M Sell
486,982
-25,630
-5% -$2.33M 0.46% 45
2020
Q2 		$38.5M Buy
512,612
+268,996
+110% +$15.6M 0.48% 41
2020
Q1 		$10.9M Buy
+243,616
New +$12.1M 0.22% 39

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Henry Ellenbogen's GSHD Position: Q2 2026 in Review

Henry Ellenbogen increased its Goosehead Insurance (GSHD) stake by 18% in Q2 2026, buying an estimated $11.3M and bringing the position to 1,837,151 shares worth $89.1M. The position accounts for 0.87% of the portfolio, ranked #27.

Henry Ellenbogen first reported a position in GSHD in Q1 2020 and has held it in 23 quarters since. The position peaked at $126M in Q3 2021. 229 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Henry Ellenbogen held 1,837,151 shares of Goosehead Insurance worth $89.1M as of Q2 2026.
  • Henry Ellenbogen bought 274,182 Goosehead Insurance shares in Q2 2026, an estimated $11.3M.
  • Goosehead Insurance made up 0.87% of Henry Ellenbogen's portfolio in Q2 2026, its #27 holding.
  • Henry Ellenbogen first reported a position in Goosehead Insurance in Q1 2020 and has held it in 23 quarters since.
  • Henry Ellenbogen's Goosehead Insurance position peaked at $126M in Q3 2021.
  • 229 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

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