Principal Financial Group
GSHD icon

Principal Financial Group’s Goosehead Insurance GSHD Stock Holding History

Principal Financial Group’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 		$10.7M Buy
221,310
+1,565
+0.7% +$64.6K 0.01% 1365
2026
Q1 		$9.37M Buy
219,745
+41,334
+23% +$2.31M 0.01% 1365
2025
Q4 		$13.1M Buy
178,411
+18,067
+11% +$1.29M 0.01% 1135
2025
Q3 		$11.9M Buy
160,344
+3,314
+2% +$292K 0.01% 1186
2025
Q2 		$16.6M Buy
157,030
+35,376
+29% +$3.75M 0.01% 951
2025
Q1 		$14.4M Buy
121,654
+2,800
+2% +$314K 0.01% 1049
2024
Q4 		$12.7M Buy
118,854
+4,333
+4% +$473K 0.01% 1145
2024
Q3 		$10.2M Sell
114,521
-32,106
-22% -$2.54M 0.01% 1266
2024
Q2 		$8.42M Buy
146,627
+1,698
+1% +$102K 0.01% 1361
2024
Q1 		$9.66M Buy
144,929
+18,112
+14% +$1.38M 0.01% 1327
2023
Q4 		$9.61M Sell
126,817
-664
-0.5% -$48K 0.01% 1305
2023
Q3 		$9.5M Buy
+127,481
New +$8.55M 0.01% 1260
2022
Q1 		– Sell
-1,798
Closed -$234K – 2570
2021
Q4 		$234K Sell
1,798
-69
-4% -$9.9K ﹤0.01% 2315
2021
Q3 		$284K Sell
1,867
-299
-14% -$40.3K ﹤0.01% 2326
2021
Q2 		$276K Buy
+2,166
New +$221K ﹤0.01% 2390

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
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
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

Principal Financial Group's GSHD Position: Q2 2026 in Review

Principal Financial Group increased its Goosehead Insurance (GSHD) stake by 0.71% in Q2 2026, buying an estimated $64.6K and bringing the position to 221,310 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #1365.

Principal Financial Group first reported a position in GSHD in Q2 2021 and has held it in 15 quarters since. The position peaked at $16.6M in Q2 2025. 87 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Principal Financial Group held 221,310 shares of Goosehead Insurance worth $10.7M as of Q2 2026.
  • Principal Financial Group bought 1,565 Goosehead Insurance shares in Q2 2026, an estimated $64.6K.
  • Goosehead Insurance made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1365 holding.
  • Principal Financial Group first reported a position in Goosehead Insurance in Q2 2021 and has held it in 15 quarters since.
  • Principal Financial Group's Goosehead Insurance position peaked at $16.6M in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.