Natixis Advisors

Natixis Advisors’s Goosehead Insurance GSHD Stock Holding History

Natixis 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 Q1	$2.77M	Sell	64,923 -10,692	-14%	-$598K	﹤0.01%	1005
2025 Q4	$5.57M	Buy	75,615 +21,613	+40%	+$1.54M	0.01%	790
2025 Q3	$4.02M	Sell	54,002 -10,602	-16%	-$934K	0.01%	902
2025 Q2	$6.82M	Buy	64,604 +4,792	+8%	+$508K	0.01%	750
2025 Q1	$7.06M	Sell	59,812 -6,007	-9%	-$674K	0.01%	722
2024 Q4	$7.06M	Sell	65,819 -6,352	-9%	-$693K	0.01%	736
2024 Q3	$6.45M	Buy	72,171 +1,688	+2%	+$134K	0.01%	770
2024 Q2	$4.05M	Sell	70,483 -5,195	-7%	-$312K	0.01%	853
2024 Q1	$5.04M	Buy	75,678 +26,320	+53%	+$2.01M	0.01%	791
2023 Q4	$3.74M	Sell	49,358 -478	-1%	-$34.5K	0.01%	836
2023 Q3	$3.71M	Buy	49,836 +2,268	+5%	+$152K	0.01%	798
2023 Q2	$2.99M	Sell	47,568 -486	-1%	-$27.9K	0.01%	859
2023 Q1	$2.51M	Buy	48,054 +8,053	+20%	+$350K	0.01%	884
2022 Q4	$1.37M	Buy	40,001 +3,199	+9%	+$120K	0.01%	1047
2022 Q3	$1.31M	Buy	36,802 +8,724	+31%	+$453K	0.01%	1021
2022 Q2	$1.28M	Buy	+28,078	New	+$1.53M	0.01%	1045

Other funds holding GSHD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Langdon Equity Partners Toronto $134M AUM