Quantbot Technologies’s Goosehead Insurance GSHD Stock Holding History

Quantbot Technologies’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	-2,609	Closed	-$194K	–	1876
2025 Q3	$194K	Buy	+2,609	New	+$230K	0.01%	1302
2025 Q2	–	Sell	-27,329	Closed	-$3.23M	–	1741
2025 Q1	$3.23M	Buy	27,329 +17,547	+179%	+$1.97M	0.1%	292
2024 Q4	$1.05M	Buy	9,782 +5,004	+105%	+$546K	0.04%	614
2024 Q3	$427K	Sell	4,778 -2,521	-35%	-$200K	0.02%	869
2024 Q2	$419K	Buy	+7,299	New	+$438K	0.02%	798
2024 Q1	–	Sell	-7,480	Closed	-$567K	–	1699
2023 Q4	$567K	Sell	7,480 -2,740	-27%	-$198K	0.03%	687
2023 Q3	$762K	Buy	+10,220	New	+$686K	0.05%	497
2022 Q3	–	Sell	-1,438	Closed	-$65K	–	1780
2022 Q2	$65K	Buy	+1,438	New	+$78.5K	0.01%	1243
2022 Q1	–	Sell	-72	Closed	-$9K	–	1799
2021 Q4	$9K	Buy	+72	New	+$10.3K	﹤0.01%	1322
2021 Q2	–	Sell	-55	Closed	-$5K	–	1599
2021 Q1	$5K	Buy	+55	New	+$7.44K	﹤0.01%	1298
2020 Q4	–	Sell	-5,630	Closed	-$487K	–	1434
2020 Q3	$487K	Buy	+5,630	New	+$513K	0.06%	362

Other funds holding GSHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Quantbot Technologies's GSHD Position: Q4 2025 in Review

Quantbot Technologies sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 2,609 shares — an estimated $194K sold.

Quantbot Technologies first reported a position in GSHD in Q3 2020 and held it in 11 quarters. The position peaked at $3.23M in Q1 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

Quantbot Technologies reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
Quantbot Technologies sold 2,609 Goosehead Insurance shares in Q4 2025, an estimated $194K.
Quantbot Technologies first reported a position in Goosehead Insurance in Q3 2020 and held it in 11 quarters.
Quantbot Technologies's Goosehead Insurance position peaked at $3.23M in Q1 2025.
265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on Quantbot Technologies's 13F filing for Q4 2025, filed 10 Feb 2026.