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Mather Group’s Goosehead Insurance GSHD Stock Holding History

Mather 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
2025
Q4 		– Sell
-144
Closed -$10.7K – 1052
2025
Q3 		$10.7K Buy
+144
New +$12.7K ﹤0.01% 1255
2024
Q2 		– Sell
-81
Closed -$6.14K – 2238
2024
Q1 		$6.14K Buy
+81
New +$6.19K ﹤0.01% 1312

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Mather Group's GSHD Position: Q4 2025 in Review

Mather Group sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 144 shares — an estimated $10.7K sold.

Mather Group first reported a position in GSHD in Q1 2024 and held it in 2 quarters. The position peaked at $10.7K in Q3 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

  • Mather Group reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
  • Mather Group sold 144 Goosehead Insurance shares in Q4 2025, an estimated $10.7K.
  • Mather Group first reported a position in Goosehead Insurance in Q1 2024 and held it in 2 quarters.
  • Mather Group's Goosehead Insurance position peaked at $10.7K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.