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Mechanics Bank - Trust Department’s Goosehead Insurance GSHD Stock Holding History

Mechanics Bank - Trust Department’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
Q3 		– Sell
-2,324
Closed -$245K – 208
2025
Q2 		$245K Sell
2,324
-32
-1% -$3.39K 0.04% 199
2025
Q1 		$278K Sell
2,356
-196
-8% -$22K 0.04% 193
2024
Q4 		$274K Buy
2,552
+109
+4% +$11.9K 0.04% 189
2024
Q3 		$218K Buy
+2,443
New +$193K 0.03% 194

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
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
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Mechanics Bank - Trust Department's GSHD Position: Q3 2025 in Review

Mechanics Bank - Trust Department sold out of Goosehead Insurance (GSHD) in Q3 2025, closing a stake of 2,324 shares — an estimated $245K sold.

Mechanics Bank - Trust Department first reported a position in GSHD in Q3 2024 and held it in 4 quarters. The position peaked at $278K in Q1 2025. 261 funds tracked by Wall St. Rank hold GSHD as of Q3 2025.

  • Mechanics Bank - Trust Department reported no remaining Goosehead Insurance position as of Q3 2025 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 2,324 Goosehead Insurance shares in Q3 2025, an estimated $245K.
  • Mechanics Bank - Trust Department first reported a position in Goosehead Insurance in Q3 2024 and held it in 4 quarters.
  • Mechanics Bank - Trust Department's Goosehead Insurance position peaked at $278K in Q1 2025.
  • 261 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2025.

Based on Mechanics Bank - Trust Department's 13F filing for Q3 2025, filed 22 Oct 2025.