MPWT
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MassMutual Private Wealth & Trust’s Goosehead Insurance GSHD Stock Holding History

MassMutual Private Wealth & Trust’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 		$24.9K Buy
514
+426
+484% +$17.6K ﹤0.01% 1042
2026
Q1 		$3.75K Buy
88
+17
+24% +$951 ﹤0.01% 1777
2025
Q4 		$5.23K Buy
71
+57
+407% +$4.06K ﹤0.01% 1659
2025
Q3 		$1.04K Hold
14
– – ﹤0.01% 2136
2025
Q2 		$1.48K Sell
14
-23
-62% -$2.44K ﹤0.01% 2029
2025
Q1 		$4.37K Buy
37
+28
+311% +$3.14K ﹤0.01% 1652
2024
Q4 		$965 Buy
+9
New +$983 ﹤0.01% 2030
2024
Q3 		– Sell
-11
Closed -$632 – 2192
2024
Q2 		$632 Sell
11
-3
-21% -$180 ﹤0.01% 1924
2024
Q1 		$933 Buy
14
+1
+8% +$76 ﹤0.01% 1724
2023
Q4 		$985 Buy
+13
New +$939 ﹤0.01% 1686

Other funds holding GSHD

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MassMutual Private Wealth & Trust's GSHD Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Goosehead Insurance (GSHD) stake by 484% in Q2 2026, buying an estimated $17.6K and bringing the position to 514 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

MassMutual Private Wealth & Trust first reported a position in GSHD in Q4 2023 and has held it in 10 quarters since. 55 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • MassMutual Private Wealth & Trust held 514 shares of Goosehead Insurance worth $24.9K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 426 Goosehead Insurance shares in Q2 2026, an estimated $17.6K.
  • Goosehead Insurance made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1042 holding.
  • MassMutual Private Wealth & Trust first reported a position in Goosehead Insurance in Q4 2023 and has held it in 10 quarters since.
  • 55 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.