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
Q2 		$341K Sell
7,027
-1,945
-22% -$80.2K ﹤0.01% 2646
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 $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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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

Janney Montgomery Scott's GSHD Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Goosehead Insurance (GSHD) stake by 22% in Q2 2026, selling an estimated $80.2K and leaving 7,027 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Janney Montgomery Scott first reported a position in GSHD in Q1 2020 and has held it in 14 quarters since. The position peaked at $784K in Q1 2020. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Janney Montgomery Scott held 7,027 shares of Goosehead Insurance worth $341K as of Q2 2026.
  • Janney Montgomery Scott sold 1,945 Goosehead Insurance shares in Q2 2026, an estimated $80.2K.
  • Goosehead Insurance made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2646 holding.
  • Janney Montgomery Scott first reported a position in Goosehead Insurance in Q1 2020 and has held it in 14 quarters since.
  • Janney Montgomery Scott's Goosehead Insurance position peaked at $784K in Q1 2020.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.