Raymond James Financial
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Capital World Investors
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LEP
Langdon Equity Partners Toronto $134M AUM

Raymond James Financial's GSHD Position: Q1 2026 in Review

Raymond James Financial increased its Goosehead Insurance (GSHD) stake by 1.7% in Q1 2026, buying an estimated $36.8K and bringing the position to 38,871 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #3489.

Raymond James Financial first reported a position in GSHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.81M in Q4 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Raymond James Financial held 38,871 shares of Goosehead Insurance worth $1.66M as of Q1 2026.
  • Raymond James Financial bought 658 Goosehead Insurance shares in Q1 2026, an estimated $36.8K.
  • Goosehead Insurance made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3489 holding.
  • Raymond James Financial first reported a position in Goosehead Insurance in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Goosehead Insurance position peaked at $2.81M in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.