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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
Q2 		– Sell
-10,000
Closed -$427K – 542
2026
Q1 		$427K Buy
+10,000
New +$559K 0.02% 253

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

Logan Capital Management's GSHD Position: Q2 2026 in Review

Logan Capital Management opened a new position in Goosehead Insurance (GSHD) in Q2 2026: 10,000 shares worth $485K. The stake represents 0.02% of the portfolio and ranks #250 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in GSHD as recently as Q4 2025.

Logan Capital Management first reported a position in GSHD in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.59M in Q3 2021. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Logan Capital Management held 10,000 shares of Goosehead Insurance worth $485K as of Q2 2026.
  • Goosehead Insurance was a new Logan Capital Management position in Q2 2026.
  • Goosehead Insurance made up 0.02% of Logan Capital Management's portfolio in Q2 2026, its #250 holding.
  • Logan Capital Management first reported a position in Goosehead Insurance in Q3 2020 and has held it in 23 quarters since.
  • Logan Capital Management's Goosehead Insurance position peaked at $1.59M in Q3 2021.
  • 231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.