NS
GSHD icon

NBC Securities’s Goosehead Insurance GSHD Stock Holding History

NBC Securities’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
-604
Closed -$63K – 2819
2025
Q2 		$63K Sell
604
-4,089
-87% -$433K 0.01% 1226
2025
Q1 		$554K Buy
4,693
+4,687
+78,117% +$526K 0.05% 414
2024
Q4 		$733 Sell
6
-8,116
-100% -$886K 0.07% 321
2024
Q3 		$725K Sell
8,122
-886
-10% -$70.1K 0.06% 343
2024
Q2 		$517K Sell
9,008
-217
-2% -$13K 0.05% 425
2024
Q1 		$614K Sell
9,225
-597
-6% -$45.6K 0.06% 378
2023
Q4 		$744K Sell
9,822
-3,944
-29% -$285K 0.08% 281
2023
Q3 		$1.02M Buy
+13,766
New +$923K 0.11% 181

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

NBC Securities's GSHD Position: Q3 2025 in Review

NBC Securities sold out of Goosehead Insurance (GSHD) in Q3 2025, closing a stake of 604 shares — an estimated $63K sold.

NBC Securities first reported a position in GSHD in Q3 2023 and held it in 8 quarters. The position peaked at $1.02M in Q3 2023. 262 funds tracked by Wall St. Rank hold GSHD as of Q3 2025.

  • NBC Securities reported no remaining Goosehead Insurance position as of Q3 2025 after selling out during the quarter.
  • NBC Securities sold 604 Goosehead Insurance shares in Q3 2025, an estimated $63K.
  • NBC Securities first reported a position in Goosehead Insurance in Q3 2023 and held it in 8 quarters.
  • NBC Securities's Goosehead Insurance position peaked at $1.02M in Q3 2023.
  • 262 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2025.

Based on NBC Securities's 13F filing for Q3 2025, filed 14 Nov 2025.