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Larson Financial Group’s Goosehead Insurance GSHD Stock Holding History

Larson 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
2026
Q1 		$60K Buy
1,406
+1,159
+469% +$64.8K ﹤0.01% 1257
2025
Q4 		$18.2K Sell
247
-37
-13% -$2.64K ﹤0.01% 1774
2025
Q3 		$21.1K Sell
284
-7
-2% -$617 ﹤0.01% 1616
2025
Q2 		$30.7K Sell
291
-128
-31% -$13.6K ﹤0.01% 1280
2025
Q1 		$49.5K Buy
419
+388
+1,252% +$43.5K ﹤0.01% 1030
2024
Q4 		$3.32K Buy
31
+30
+3,000% +$3.27K ﹤0.01% 1764
2024
Q3 		$89 Hold
1
– – ﹤0.01% 2553
2024
Q2 		$57 Buy
+1
New +$60 ﹤0.01% 2344

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Larson Financial Group's GSHD Position: Q1 2026 in Review

Larson Financial Group increased its Goosehead Insurance (GSHD) stake by 469% in Q1 2026, buying an estimated $64.8K and bringing the position to 1,406 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Larson Financial Group first reported a position in GSHD in Q2 2024 and has held it in 8 quarters since. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Larson Financial Group held 1,406 shares of Goosehead Insurance worth $60K as of Q1 2026.
  • Larson Financial Group bought 1,159 Goosehead Insurance shares in Q1 2026, an estimated $64.8K.
  • Goosehead Insurance made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1257 holding.
  • Larson Financial Group first reported a position in Goosehead Insurance in Q2 2024 and has held it in 8 quarters since.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.