Jones Financial Companies
GSHD icon

Jones Financial Companies’s Goosehead Insurance GSHD Stock Holding History

Jones Financial Companies’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 		$2.52M Sell
53,696
-10,290
-16% -$424K ﹤0.01% 1481
2026
Q1 		$2.63M Buy
63,986
+62,748
+5,068% +$3.51M ﹤0.01% 1315
2025
Q4 		$91.2K Buy
1,238
+14
+1% +$997 ﹤0.01% 2249
2025
Q3 		$91.7K Buy
1,224
+133
+12% +$11.7K ﹤0.01% 2117
2025
Q2 		$112K Buy
1,091
+132
+14% +$14K ﹤0.01% 1890
2025
Q1 		$114K Buy
959
+54
+6% +$6.06K ﹤0.01% 1718
2024
Q4 		$97K Buy
905
+309
+52% +$33.7K ﹤0.01% 1633
2024
Q3 		$53K Buy
596
+560
+1,556% +$44.3K ﹤0.01% 1614
2024
Q2 		$2.07K Buy
+36
New +$2.16K ﹤0.01% 2151

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

Jones Financial Companies's GSHD Position: Q2 2026 in Review

Jones Financial Companies reduced its Goosehead Insurance (GSHD) stake by 16% in Q2 2026, selling an estimated $424K and leaving 53,696 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Jones Financial Companies first reported a position in GSHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.63M in Q1 2026. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Jones Financial Companies held 53,696 shares of Goosehead Insurance worth $2.52M as of Q2 2026.
  • Jones Financial Companies sold 10,290 Goosehead Insurance shares in Q2 2026, an estimated $424K.
  • Goosehead Insurance made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1481 holding.
  • Jones Financial Companies first reported a position in Goosehead Insurance in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Goosehead Insurance position peaked at $2.63M in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.