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Prudent Man Advisors’s Goosehead Insurance GSHD Stock Holding History

Prudent Man 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
2025
Q2 		– Sell
-1,996
Closed -$236K – 185
2025
Q1 		$236K Hold
1,996
– – 0.09% 144
2024
Q4 		$214K Buy
+1,996
New +$218K 0.08% 156
2024
Q2 		– Sell
-3,111
Closed -$207K – 176
2024
Q1 		$207K Sell
3,111
-188
-6% -$14.4K 0.08% 165
2023
Q4 		$250K Sell
3,299
-390
-11% -$28.2K 0.09% 148
2023
Q3 		$275K Sell
3,689
-106
-3% -$7.11K 0.11% 140
2023
Q2 		$239K Buy
+3,795
New +$218K 0.09% 165

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Prudent Man Advisors's GSHD Position: Q2 2025 in Review

Prudent Man Advisors sold out of Goosehead Insurance (GSHD) in Q2 2025, closing a stake of 1,996 shares — an estimated $236K sold.

Prudent Man Advisors first reported a position in GSHD in Q2 2023 and held it in 6 quarters. The position peaked at $275K in Q3 2023. 276 funds tracked by Wall St. Rank hold GSHD as of Q2 2025.

  • Prudent Man Advisors reported no remaining Goosehead Insurance position as of Q2 2025 after selling out during the quarter.
  • Prudent Man Advisors sold 1,996 Goosehead Insurance shares in Q2 2025, an estimated $236K.
  • Prudent Man Advisors first reported a position in Goosehead Insurance in Q2 2023 and held it in 6 quarters.
  • Prudent Man Advisors's Goosehead Insurance position peaked at $275K in Q3 2023.
  • 276 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2025.

Based on Prudent Man Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.