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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
Q2 		$27.8K Sell
573
-833
-59% -$34.4K ﹤0.01% 1823
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 $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

Larson Financial Group's GSHD Position: Q2 2026 in Review

Larson Financial Group reduced its Goosehead Insurance (GSHD) stake by 59% in Q2 2026, selling an estimated $34.4K and leaving 573 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Larson Financial Group first reported a position in GSHD in Q2 2024 and has held it in 9 quarters since. The position peaked at $60K in Q1 2026. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Larson Financial Group held 573 shares of Goosehead Insurance worth $27.8K as of Q2 2026.
  • Larson Financial Group sold 833 Goosehead Insurance shares in Q2 2026, an estimated $34.4K.
  • Goosehead Insurance made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1823 holding.
  • Larson Financial Group first reported a position in Goosehead Insurance in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's Goosehead Insurance position peaked at $60K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

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