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
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

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WA
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Capital World Investors
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DCP
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VPM
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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