Marshall Wace’s Goosehead Insurance GSHD Stock Holding History

Marshall Wace’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	$16M	Buy	330,416 +277,880	+529%	+$11.5M	0.01%	826
2026 Q1	$2.24M	Sell	52,536 -3,813	-7%	-$213K	﹤0.01%	1723
2025 Q4	$4.15M	Buy	+56,349	New	+$4.01M	﹤0.01%	1242
2025 Q3	–	Sell	-14,761	Closed	-$1.56M	–	3074
2025 Q2	$1.56M	Sell	14,761 -205,128	-93%	-$21.7M	﹤0.01%	1674
2025 Q1	$26M	Buy	219,889 +165,930	+308%	+$18.6M	0.03%	444
2024 Q4	$5.79M	Buy	53,959 +48,971	+982%	+$5.35M	0.01%	996
2024 Q3	$445K	Sell	4,988 -2,600	-34%	-$206K	﹤0.01%	1963
2024 Q2	$436K	Buy	+7,588	New	+$455K	﹤0.01%	2011
2023 Q2	–	Sell	-18,872	Closed	-$985K	–	2648
2023 Q1	$985K	Buy	18,872 +12,059	+177%	+$523K	﹤0.01%	1820
2022 Q4	$234K	Sell	6,813 -7,389	-52%	-$277K	﹤0.01%	2654
2022 Q3	$506K	Buy	+14,202	New	+$737K	﹤0.01%	2726

Other funds holding GSHD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Marshall Wace's GSHD Position: Q2 2026 in Review

Marshall Wace increased its Goosehead Insurance (GSHD) stake by 529% in Q2 2026, buying an estimated $11.5M and bringing the position to 330,416 shares worth $16M. The position accounts for 0.01% of the portfolio, ranked #826.

Marshall Wace first reported a position in GSHD in Q3 2022 and has held it in 11 quarters since. The position peaked at $26M in Q1 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

Marshall Wace held 330,416 shares of Goosehead Insurance worth $16M as of Q2 2026.
Marshall Wace bought 277,880 Goosehead Insurance shares in Q2 2026, an estimated $11.5M.
Goosehead Insurance made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #826 holding.
Marshall Wace first reported a position in Goosehead Insurance in Q3 2022 and has held it in 11 quarters since.
Marshall Wace's Goosehead Insurance position peaked at $26M in Q1 2025.
230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.