JF
GSHD icon

Jump Financial’s Goosehead Insurance GSHD Stock Holding History

Jump Financial’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
Q3 		– Sell
-12,799
Closed -$1.35M – 1940
2025
Q2 		$1.35M Buy
12,799
+2,825
+28% +$299K 0.01% 851
2025
Q1 		$1.18M Buy
+9,974
New +$1.12M 0.02% 761
2024
Q1 		– Sell
-6,057
Closed -$459K – 2040
2023
Q4 		$459K Buy
+6,057
New +$438K 0.01% 1122
2023
Q3 		– Sell
-20,772
Closed -$1.31M – 1998
2023
Q2 		$1.31M Sell
20,772
-4,316
-17% -$248K 0.05% 550
2023
Q1 		$1.31M Buy
25,088
+12,088
+93% +$525K 0.05% 505
2022
Q4 		$446K Buy
+13,000
New +$487K 0.02% 832

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return