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Jefferies Financial Group’s Goosehead Insurance GSHD Stock Holding History

Jefferies Financial 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
Q4 		– Sell
-2,806
Closed -$209K – 1941
2025
Q3 		$209K Sell
2,806
-73
-3% -$6.43K ﹤0.01% 1269
2025
Q2 		$304K Buy
2,879
+977
+51% +$104K ﹤0.01% 1026
2025
Q1 		$225K Buy
+1,902
New +$213K ﹤0.01% 1332

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Jefferies Financial Group's GSHD Position: Q4 2025 in Review

Jefferies Financial Group sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 2,806 shares — an estimated $209K sold.

Jefferies Financial Group first reported a position in GSHD in Q1 2025 and held it in 3 quarters. The position peaked at $304K in Q2 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

  • Jefferies Financial Group reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 2,806 Goosehead Insurance shares in Q4 2025, an estimated $209K.
  • Jefferies Financial Group first reported a position in Goosehead Insurance in Q1 2025 and held it in 3 quarters.
  • Jefferies Financial Group's Goosehead Insurance position peaked at $304K in Q2 2025.
  • 265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.