Rockefeller Capital Management
GSHD icon

Rockefeller Capital Management’s Goosehead Insurance GSHD Stock Holding History

Rockefeller Capital Management’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 		$42.1K Sell
868
-46
-5% -$1.9K ﹤0.01% 3444
2026
Q1 		$39K Buy
914
+154
+20% +$8.61K ﹤0.01% 3409
2025
Q4 		$56K Sell
760
-98
-11% -$6.98K ﹤0.01% 3014
2025
Q3 		$63.9K Buy
+858
New +$75.6K ﹤0.01% 2788
2023
Q1 		– Sell
-10
Closed – – 2779
2022
Q4 		$0 Hold
10
– – ﹤0.01% 4000
2022
Q3 		$0 Sell
10
-27
-73% -$1.4K ﹤0.01% 4073
2022
Q2 		$1K Buy
37
+28
+311% +$1.53K ﹤0.01% 3951
2022
Q1 		$0 Sell
9
-112
-93% -$9.94K ﹤0.01% 3950
2021
Q4 		$15K Hold
121
– – ﹤0.01% 2778
2021
Q3 		$18K Buy
121
+81
+203% +$10.9K ﹤0.01% 2627
2021
Q2 		$5K Sell
40
-8
-17% -$815 ﹤0.01% 3029
2021
Q1 		$5K Buy
+48
New +$6.5K ﹤0.01% 2890
2020
Q4 		– Sell
-12
Closed -$1K – 2915
2020
Q3 		$1K Buy
+12
New +$1.09K ﹤0.01% 2479
2020
Q2 		– Sell
-406
Closed -$18K – 2615
2020
Q1 		$18K Hold
406
– – ﹤0.01% 1546
2019
Q4 		$17K Hold
406
– – ﹤0.01% 1449
2019
Q3 		$20K Hold
406
– – ﹤0.01% 1221
2019
Q2 		$19K Buy
406
+6
+2% +$209 ﹤0.01% 1043
2019
Q1 		$11K Buy
+400
New +$11.5K ﹤0.01% 1443

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

Rockefeller Capital Management's GSHD Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Goosehead Insurance (GSHD) stake by 5% in Q2 2026, selling an estimated $1.9K and leaving 868 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3444.

Rockefeller Capital Management first reported a position in GSHD in Q1 2019 and has held it in 18 quarters since. The position peaked at $63.9K in Q3 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Rockefeller Capital Management held 868 shares of Goosehead Insurance worth $42.1K as of Q2 2026.
  • Rockefeller Capital Management sold 46 Goosehead Insurance shares in Q2 2026, an estimated $1.9K.
  • Goosehead Insurance made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3444 holding.
  • Rockefeller Capital Management first reported a position in Goosehead Insurance in Q1 2019 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Goosehead Insurance position peaked at $63.9K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.