Nisa Investment Advisors
GSHD icon

Nisa Investment Advisors’s Goosehead Insurance GSHD Stock Holding History

Nisa Investment 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
Q2 		$62.8K Buy
1,295
+410
+46% +$16.9K ﹤0.01% 1761
2026
Q1 		$37.8K Buy
885
+479
+118% +$26.8K ﹤0.01% 1789
2025
Q4 		$29.9K Buy
406
+2
+0.5% +$142 ﹤0.01% 1792
2025
Q3 		$30.1K Buy
404
+100
+33% +$8.81K ﹤0.01% 1814
2025
Q2 		$32.1K Hold
304
– – ﹤0.01% 1730
2025
Q1 		$35.9K Hold
304
– – ﹤0.01% 1684
2024
Q4 		$32.6K Hold
304
– – ﹤0.01% 1793
2024
Q3 		$27.1K Hold
304
– – ﹤0.01% 1811
2024
Q2 		$17.5K Buy
304
+116
+62% +$6.96K ﹤0.01% 1992
2024
Q1 		$12.5K Hold
188
– – ﹤0.01% 2000
2023
Q4 		$14.3K Sell
188
-160
-46% -$11.6K ﹤0.01% 1960
2023
Q3 		$25.9K Buy
348
+160
+85% +$10.7K ﹤0.01% 1926
2023
Q2 		$11.8K Hold
188
– – ﹤0.01% 2231
2023
Q1 		$10K Sell
188
-300
-61% -$13K ﹤0.01% 2155
2022
Q4 		$17K Hold
488
– – ﹤0.01% 2095
2022
Q3 		$20K Buy
488
+18
+4% +$935 ﹤0.01% 2049
2022
Q2 		$21K Buy
470
+300
+176% +$16.4K ﹤0.01% 2036
2022
Q1 		$13K Sell
170
-1,090
-87% -$96.7K ﹤0.01% 2149
2021
Q4 		$124K Buy
1,260
+260
+26% +$37.3K ﹤0.01% 1434
2021
Q3 		$152 Buy
+1,000
New +$135K ﹤0.01% 1520
2021
Q2 		– Sell
-400
Closed -$43 – 2348
2021
Q1 		$43 Hold
400
– – ﹤0.01% 2007
2020
Q4 		$50K Hold
400
– – ﹤0.01% 1989
2020
Q3 		$35K Buy
+400
New +$36.4K ﹤0.01% 1939
2019
Q2 		– Sell
-3,000
Closed -$84K – 2029
2019
Q1 		$84K Buy
+3,000
New +$85.9K ﹤0.01% 1463

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Nisa Investment Advisors's GSHD Position: Q2 2026 in Review

Nisa Investment Advisors increased its Goosehead Insurance (GSHD) stake by 46% in Q2 2026, buying an estimated $16.9K and bringing the position to 1,295 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Nisa Investment Advisors first reported a position in GSHD in Q1 2019 and has held it in 24 quarters since. The position peaked at $124K in Q4 2021. 92 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Nisa Investment Advisors held 1,295 shares of Goosehead Insurance worth $62.8K as of Q2 2026.
  • Nisa Investment Advisors bought 410 Goosehead Insurance shares in Q2 2026, an estimated $16.9K.
  • Goosehead Insurance made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1761 holding.
  • Nisa Investment Advisors first reported a position in Goosehead Insurance in Q1 2019 and has held it in 24 quarters since.
  • Nisa Investment Advisors's Goosehead Insurance position peaked at $124K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.