Janney Montgomery Scott
GSHD icon

Janney Montgomery Scott’s Goosehead Insurance GSHD Stock Holding History

Janney Montgomery Scott’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 		$383K Buy
8,972
+2,576
+40% +$144K ﹤0.01% 2223
2025
Q4 		$471K Buy
6,396
+855
+15% +$60.9K ﹤0.01% 2241
2025
Q3 		$412K Sell
5,541
-627
-10% -$55.2K ﹤0.01% 2275
2025
Q2 		$651K Sell
6,168
-83
-1% -$8.79K ﹤0.01% 1848
2025
Q1 		$738K Sell
6,251
-629
-9% -$70.6K ﹤0.01% 1735
2024
Q4 		$738K Buy
6,880
+679
+11% +$74.1K ﹤0.01% 1755
2024
Q3 		$554K Buy
6,201
+1,067
+21% +$84.5K ﹤0.01% 1912
2024
Q2 		$295K Buy
5,134
+706
+16% +$42.4K ﹤0.01% 2218
2024
Q1 		$295K Buy
4,428
+1,058
+31% +$80.8K ﹤0.01% 2353
2023
Q4 		$255K Sell
3,370
-17
-0.5% -$1.23K ﹤0.01% 2325
2023
Q3 		$252K Sell
3,387
-1,762
-34% -$118K ﹤0.01% 2248
2023
Q2 		$324K Buy
+5,149
New +$296K ﹤0.01% 2178
2020
Q2 		– Sell
-17,577
Closed -$784K – 2021
2020
Q1 		$784K Buy
+17,577
New +$870K 0.01% 1031

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Capital World Investors
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LEP
Langdon Equity Partners Toronto $134M AUM

Janney Montgomery Scott's GSHD Position: Q1 2026 in Review

Janney Montgomery Scott increased its Goosehead Insurance (GSHD) stake by 40% in Q1 2026, buying an estimated $144K and bringing the position to 8,972 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Janney Montgomery Scott first reported a position in GSHD in Q1 2020 and has held it in 13 quarters since. The position peaked at $784K in Q1 2020. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Janney Montgomery Scott held 8,972 shares of Goosehead Insurance worth $383K as of Q1 2026.
  • Janney Montgomery Scott bought 2,576 Goosehead Insurance shares in Q1 2026, an estimated $144K.
  • Goosehead Insurance made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2223 holding.
  • Janney Montgomery Scott first reported a position in Goosehead Insurance in Q1 2020 and has held it in 13 quarters since.
  • Janney Montgomery Scott's Goosehead Insurance position peaked at $784K in Q1 2020.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.