Mercer Global Advisors
GSHD icon

Mercer Global Advisors’s Goosehead Insurance GSHD Stock Holding History

Mercer Global Advisors’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 		$256K Buy
+5,272
New +$217K ﹤0.01% 2987
2021
Q4 		– Sell
-1,367
Closed -$208K – 1821
2021
Q3 		$208K Buy
+1,367
New +$184K ﹤0.01% 1602

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

Mercer Global Advisors's GSHD Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Goosehead Insurance (GSHD) in Q2 2026: 5,272 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #2987 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in GSHD as recently as Q3 2021.

Mercer Global Advisors first reported a position in GSHD in Q3 2021 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Mercer Global Advisors held 5,272 shares of Goosehead Insurance worth $256K as of Q2 2026.
  • Goosehead Insurance was a new Mercer Global Advisors position in Q2 2026.
  • Goosehead Insurance made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2987 holding.
  • Mercer Global Advisors first reported a position in Goosehead Insurance in Q3 2021 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.