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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 $5.72T AUM 30.48% 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 $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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return