Northwestern Mutual Wealth Management
GSHD icon

Northwestern Mutual Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Northwestern Mutual Wealth 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
2026
Q2 		$11.5K Buy
237
+188
+384% +$7.75K ﹤0.01% 3070
2026
Q1 		$2.09K Sell
49
-122
-71% -$6.82K ﹤0.01% 3586
2025
Q4 		$12.6K Buy
171
+23
+16% +$1.64K ﹤0.01% 2909
2025
Q3 		$11K Sell
148
-294
-67% -$25.9K ﹤0.01% 2873
2025
Q2 		$46.6K Buy
442
+393
+802% +$41.6K ﹤0.01% 2287
2025
Q1 		$5.79K Hold
49
– – ﹤0.01% 2913
2024
Q4 		$5.25K Buy
49
+41
+513% +$4.48K ﹤0.01% 2944
2024
Q3 		$714 Buy
+8
New +$633 ﹤0.01% 3295
2024
Q2 		– Sell
-55
Closed -$3.66K – 3628
2024
Q1 		$3.66K Sell
55
-834
-94% -$63.7K ﹤0.01% 2922
2023
Q4 		$67.4K Buy
+889
New +$64.2K ﹤0.01% 1933
2023
Q3 		– Sell
-20
Closed -$1.26K – 3385
2023
Q2 		$1.26K Buy
+20
New +$1.15K ﹤0.01% 3057
2022
Q3 		– Sell
-9
Closed – – 3226
2022
Q2 		$0 Sell
9
-162
-95% -$8.84K ﹤0.01% 3291
2022
Q1 		$13K Buy
+171
New +$15.2K ﹤0.01% 2445

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
LEP
Langdon Equity Partners Toronto $179M AUM

Northwestern Mutual Wealth Management's GSHD Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Goosehead Insurance (GSHD) stake by 384% in Q2 2026, buying an estimated $7.75K and bringing the position to 237 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3070.

Northwestern Mutual Wealth Management first reported a position in GSHD in Q1 2022 and has held it in 13 quarters since. The position peaked at $67.4K in Q4 2023. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Northwestern Mutual Wealth Management held 237 shares of Goosehead Insurance worth $11.5K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 188 Goosehead Insurance shares in Q2 2026, an estimated $7.75K.
  • Goosehead Insurance made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3070 holding.
  • Northwestern Mutual Wealth Management first reported a position in Goosehead Insurance in Q1 2022 and has held it in 13 quarters since.
  • Northwestern Mutual Wealth Management's Goosehead Insurance position peaked at $67.4K in Q4 2023.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.