Oregon Public Employees Retirement Fund’s Goosehead Insurance GSHD Stock Holding History

Oregon Public Employees Retirement Fund’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	$263K	Sell	5,429 -300	-5%	-$12.4K	﹤0.01%	1408
2026 Q1	$244K	Hold	5,729	–	–	﹤0.01%	1380
2025 Q4	$422K	Hold	5,729	–	–	0.01%	1213
2025 Q3	$426K	Sell	5,729 -61	-1%	-$5.37K	0.01%	1194
2025 Q2	$611K	Buy	5,790 +162	+3%	+$17.2K	0.01%	1035
2025 Q1	$664K	Sell	5,628 -100	-2%	-$11.2K	0.01%	988
2024 Q4	$614K	Hold	5,728	–	–	0.01%	1050
2024 Q3	$512K	Sell	5,728 -400	-7%	-$31.7K	0.01%	1143
2024 Q2	$352K	Sell	6,128 -400	-6%	-$24K	0.01%	1241
2024 Q1	$435K	Sell	6,528 -648	-9%	-$49.5K	0.01%	1204
2023 Q4	$544K	Buy	7,176 +100	+1%	+$7.22K	0.01%	1175
2023 Q3	$527K	Buy	+7,076	New	+$475K	0.01%	1256

Other funds holding GSHD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Oregon Public Employees Retirement Fund's GSHD Position: Q2 2026 in Review

Oregon Public Employees Retirement Fund reduced its Goosehead Insurance (GSHD) stake by 5.2% in Q2 2026, selling an estimated $12.4K and leaving 5,429 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Oregon Public Employees Retirement Fund first reported a position in GSHD in Q3 2023 and has held it in 12 quarters since. The position peaked at $664K in Q1 2025. 87 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

Oregon Public Employees Retirement Fund held 5,429 shares of Goosehead Insurance worth $263K as of Q2 2026.
Oregon Public Employees Retirement Fund sold 300 Goosehead Insurance shares in Q2 2026, an estimated $12.4K.
Goosehead Insurance made up ﹤0.01% of Oregon Public Employees Retirement Fund's portfolio in Q2 2026, its #1408 holding.
Oregon Public Employees Retirement Fund first reported a position in Goosehead Insurance in Q3 2023 and has held it in 12 quarters since.
Oregon Public Employees Retirement Fund's Goosehead Insurance position peaked at $664K in Q1 2025.
87 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Oregon Public Employees Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.