LCM
GSHD icon

Logan Capital Management’s Goosehead Insurance GSHD Stock Holding History

Logan Capital Management’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 		– Sell
-10,000
Closed -$559K – 376
2025
Q4 		$737K Hold
10,000
– – 0.03% 224
2025
Q3 		$744K Hold
10,000
– – 0.03% 227
2025
Q2 		$1.06M Hold
10,000
– – 0.05% 205
2025
Q1 		$1.18M Hold
10,000
– – 0.05% 204
2024
Q4 		$1.07M Hold
10,000
– – 0.04% 215
2024
Q3 		$893K Hold
10,000
– – 0.04% 226
2024
Q2 		$574K Hold
10,000
– – 0.02% 242
2024
Q1 		$666K Hold
10,000
– – 0.03% 236
2023
Q4 		$758K Hold
10,000
– – 0.04% 227
2023
Q3 		$745K Hold
10,000
– – 0.04% 225
2023
Q2 		$629K Hold
10,000
– – 0.03% 233
2023
Q1 		$522K Hold
10,000
– – 0.03% 251
2022
Q4 		$343K Sell
10,000
-1,080
-10% -$40.5K 0.02% 266
2022
Q3 		$394K Buy
11,080
+376
+4% +$19.5K 0.02% 249
2022
Q2 		$489K Hold
10,704
– – 0.03% 248
2022
Q1 		$841K Buy
10,704
+250
+2% +$22.2K 0.04% 227
2021
Q4 		$1.36M Hold
10,454
– – 0.06% 201
2021
Q3 		$1.59M Hold
10,454
– – 0.07% 184
2021
Q2 		$1.33M Buy
10,454
+151
+1% +$15.4K 0.06% 196
2021
Q1 		$1.1M Buy
10,303
+73
+0.7% +$9.88K 0.06% 204
2020
Q4 		$1.28M Buy
10,230
+230
+2% +$26.3K 0.06% 196
2020
Q3 		$866K Buy
+10,000
New +$911K 0.05% 275

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

Logan Capital Management's GSHD Position: Q1 2026 in Review

Logan Capital Management sold out of Goosehead Insurance (GSHD) in Q1 2026, closing a stake of 10,000 shares — an estimated $559K sold.

Logan Capital Management first reported a position in GSHD in Q3 2020 and held it in 22 quarters. The position peaked at $1.59M in Q3 2021. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Logan Capital Management reported no remaining Goosehead Insurance position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 10,000 Goosehead Insurance shares in Q1 2026, an estimated $559K.
  • Logan Capital Management first reported a position in Goosehead Insurance in Q3 2020 and held it in 22 quarters.
  • Logan Capital Management's Goosehead Insurance position peaked at $1.59M in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.