MML Investors Services
GSHD icon

MML Investors Services’s Goosehead Insurance GSHD Stock Holding History

MML Investors Services’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
2024
Q1 		– Sell
-3,500
Closed -$265K – 2514
2023
Q4 		$265K Buy
+3,500
New +$253K ﹤0.01% 2128
2021
Q3 		– Sell
-2,397
Closed -$305K – 1970
2021
Q2 		$305K Buy
+2,397
New +$244K ﹤0.01% 1608

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $308M AUM 33.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MML Investors Services's GSHD Position: Q1 2024 in Review

MML Investors Services sold out of Goosehead Insurance (GSHD) in Q1 2024, closing a stake of 3,500 shares — an estimated $265K sold.

MML Investors Services first reported a position in GSHD in Q2 2021 and held it in 2 quarters. The position peaked at $305K in Q2 2021. 234 funds tracked by Wall St. Rank hold GSHD as of Q1 2024.

  • MML Investors Services reported no remaining Goosehead Insurance position as of Q1 2024 after selling out during the quarter.
  • MML Investors Services sold 3,500 Goosehead Insurance shares in Q1 2024, an estimated $265K.
  • MML Investors Services first reported a position in Goosehead Insurance in Q2 2021 and held it in 2 quarters.
  • MML Investors Services's Goosehead Insurance position peaked at $305K in Q2 2021.
  • 234 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2024.

Based on MML Investors Services's 13F filing for Q1 2024, filed 14 May 2024.