Janney Capital Management’s Goosehead Insurance GSHD Stock Holding History

Janney 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 Q4	$234K	Buy	3,171 +54	+2%	+$3.85K	0.01%	242
2025 Q3	$232K	Sell	3,117 -83	-3%	-$7.31K	0.01%	230
2025 Q2	$338K	Sell	3,200 -417	-12%	-$44.2K	0.02%	190
2025 Q1	$427K	Sell	3,617 -346	-9%	-$38.8K	0.03%	171
2024 Q4	$425K	Sell	3,963 -1,376	-26%	-$150K	0.03%	187
2024 Q3	$477K	Sell	5,339 -218	-4%	-$17.3K	0.03%	158
2024 Q2	$319K	Sell	5,557 -53	-0.9%	-$3.18K	0.02%	187
2024 Q1	$374K	Sell	5,610 -195	-3%	-$14.9K	0.02%	193
2023 Q4	$440K	Buy	5,805 +181	+3%	+$13.1K	0.03%	177
2023 Q3	$419K	Sell	5,624 -1,388	-20%	-$93.1K	0.03%	153
2023 Q2	$441K	Sell	7,012 -50	-0.7%	-$2.88K	0.03%	160
2023 Q1	$369K	Buy	+7,062	New	+$307K	0.03%	166

Other funds holding GSHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Janney Capital Management's GSHD Position: Q4 2025 in Review

Janney Capital Management increased its Goosehead Insurance (GSHD) stake by 1.7% in Q4 2025, buying an estimated $3.85K and bringing the position to 3,171 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #242.

Janney Capital Management first reported a position in GSHD in Q1 2023 and has held it in 12 quarters since. The position peaked at $477K in Q3 2024. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

Janney Capital Management held 3,171 shares of Goosehead Insurance worth $234K as of Q4 2025.
Janney Capital Management bought 54 Goosehead Insurance shares in Q4 2025, an estimated $3.85K.
Goosehead Insurance made up 0.01% of Janney Capital Management's portfolio in Q4 2025, its #242 holding.
Janney Capital Management first reported a position in Goosehead Insurance in Q1 2023 and has held it in 12 quarters since.
Janney Capital Management's Goosehead Insurance position peaked at $477K in Q3 2024.
265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.