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Morningstar Investment Management’s Goosehead Insurance GSHD Stock Holding History

Morningstar Investment Management’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
-12,987
Closed -$966K – 380
2025
Q3 		$966K Buy
+12,987
New +$1.14M 0.04% 354

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

Morningstar Investment Management's GSHD Position: Q4 2025 in Review

Morningstar Investment Management sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 12,987 shares — an estimated $966K sold.

Morningstar Investment Management first reported a position in GSHD in Q3 2025 and held it in 1 quarter. The position peaked at $966K in Q3 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

  • Morningstar Investment Management reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 12,987 Goosehead Insurance shares in Q4 2025, an estimated $966K.
  • Morningstar Investment Management first reported a position in Goosehead Insurance in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Goosehead Insurance position peaked at $966K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.