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R Squared’s Goosehead Insurance GSHD Stock Holding History

R Squared’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
Q1 		– Sell
-360
Closed -$38.6K – 785
2024
Q4 		$38.6K Buy
+360
New +$39.3K 0.04% 600

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

R Squared's GSHD Position: Q1 2025 in Review

R Squared sold out of Goosehead Insurance (GSHD) in Q1 2025, closing a stake of 360 shares — an estimated $38.6K sold.

R Squared first reported a position in GSHD in Q4 2024 and held it in 1 quarter. The position peaked at $38.6K in Q4 2024. 286 funds tracked by Wall St. Rank hold GSHD as of Q1 2025.

  • R Squared reported no remaining Goosehead Insurance position as of Q1 2025 after selling out during the quarter.
  • R Squared sold 360 Goosehead Insurance shares in Q1 2025, an estimated $38.6K.
  • R Squared first reported a position in Goosehead Insurance in Q4 2024 and held it in 1 quarter.
  • R Squared's Goosehead Insurance position peaked at $38.6K in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.