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Richard W. Paul & Associates’s Goosehead Insurance GSHD Stock Holding History

Richard W. Paul & Associates’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
-11
Closed -$1.18K – 414
2024
Q4 		$1.18K Sell
11
-22
-67% -$2.4K ﹤0.01% 452
2024
Q3 		$2.95K Hold
33
– – ﹤0.01% 389
2024
Q2 		$1.9K Hold
33
– – ﹤0.01% 414
2024
Q1 		$2.2K Hold
33
– – ﹤0.01% 424
2023
Q4 		$2.5K Hold
33
– – ﹤0.01% 401
2023
Q3 		$2.46K Hold
33
– – ﹤0.01% 386
2023
Q2 		$2.08K Sell
33
-36
-52% -$2.07K ﹤0.01% 431
2023
Q1 		$3.6K Hold
69
– – ﹤0.01% 398
2022
Q4 		$2.37K Buy
+69
New +$2.58K ﹤0.01% 420

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
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 $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Richard W. Paul & Associates's GSHD Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Goosehead Insurance (GSHD) in Q1 2025, closing a stake of 11 shares — an estimated $1.18K sold.

Richard W. Paul & Associates first reported a position in GSHD in Q4 2022 and held it in 9 quarters. The position peaked at $3.6K in Q1 2023. 286 funds tracked by Wall St. Rank hold GSHD as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Goosehead Insurance position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 11 Goosehead Insurance shares in Q1 2025, an estimated $1.18K.
  • Richard W. Paul & Associates first reported a position in Goosehead Insurance in Q4 2022 and held it in 9 quarters.
  • Richard W. Paul & Associates's Goosehead Insurance position peaked at $3.6K in Q1 2023.
  • 286 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.