OSAM
GSHD icon

O'Shaughnessy Asset Management’s Goosehead Insurance GSHD Stock Holding History

O'Shaughnessy Asset 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
2025
Q4 		– Sell
-3,061
Closed -$228K – 2681
2025
Q3 		$228K Sell
3,061
-305
-9% -$26.9K ﹤0.01% 1904
2025
Q2 		$355K Sell
3,366
-877
-21% -$92.9K ﹤0.01% 1550
2025
Q1 		$501K Buy
4,243
+1,182
+39% +$133K ﹤0.01% 1317
2024
Q4 		$328K Buy
+3,061
New +$334K ﹤0.01% 1478
2021
Q2 		– Sell
-70
Closed -$7K – 2627
2021
Q1 		$7K Hold
70
– – ﹤0.01% 1853
2020
Q4 		$9K Sell
70
-3,309
-98% -$378K ﹤0.01% 1573
2020
Q3 		$293K Hold
3,379
– – 0.01% 594
2020
Q2 		$254K Buy
+3,379
New +$196K 0.01% 583

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return