Raymond James Financial
GSHD icon

Raymond James Financial’s Goosehead Insurance GSHD Stock Holding History

Raymond James Financial’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 		$1.88M Sell
38,761
-110
-0.3% -$4.54K ﹤0.01% 3529
2026
Q1 		$1.66M Buy
38,871
+658
+2% +$36.8K ﹤0.01% 3489
2025
Q4 		$2.81M Buy
38,213
+34,545
+942% +$2.46M ﹤0.01% 2995
2025
Q3 		$273K Sell
3,668
-123
-3% -$10.8K ﹤0.01% 4462
2025
Q2 		$400K Sell
3,791
-5,567
-59% -$590K ﹤0.01% 4135
2025
Q1 		$1.1M Buy
9,358
+4,774
+104% +$536K ﹤0.01% 3417
2024
Q4 		$491K Buy
+4,584
New +$500K ﹤0.01% 3912

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM

Raymond James Financial's GSHD Position: Q2 2026 in Review

Raymond James Financial reduced its Goosehead Insurance (GSHD) stake by 0.28% in Q2 2026, selling an estimated $4.54K and leaving 38,761 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #3529.

Raymond James Financial first reported a position in GSHD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.81M in Q4 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Raymond James Financial held 38,761 shares of Goosehead Insurance worth $1.88M as of Q2 2026.
  • Raymond James Financial sold 110 Goosehead Insurance shares in Q2 2026, an estimated $4.54K.
  • Goosehead Insurance made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3529 holding.
  • Raymond James Financial first reported a position in Goosehead Insurance in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Goosehead Insurance position peaked at $2.81M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.