RIL
GSHD icon

Rothschild Investment LLC’s Goosehead Insurance GSHD Stock Holding History

Rothschild Investment LLC’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 		$5.67K Buy
117
+32
+38% +$1.32K ﹤0.01% 2205
2026
Q1 		$3.63K Buy
85
+43
+102% +$2.4K ﹤0.01% 2234
2025
Q4 		$3.09K Buy
42
+12
+40% +$855 ﹤0.01% 2143
2025
Q3 		$2.23K Sell
30
-15
-33% -$1.32K ﹤0.01% 2161
2025
Q2 		$4.75K Hold
45
– – ﹤0.01% 1538
2025
Q1 		$5.31K Buy
45
+15
+50% +$1.68K ﹤0.01% 1412
2024
Q4 		$3.22K Hold
30
– – ﹤0.01% 1536
2024
Q3 		$2.68K Buy
30
+15
+100% +$1.19K ﹤0.01% 1577
2024
Q2 		$862 Buy
+15
New +$900 ﹤0.01% 1738

Other funds holding GSHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Rothschild Investment LLC's GSHD Position: Q2 2026 in Review

Rothschild Investment LLC increased its Goosehead Insurance (GSHD) stake by 38% in Q2 2026, buying an estimated $1.32K and bringing the position to 117 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Rothschild Investment LLC first reported a position in GSHD in Q2 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Rothschild Investment LLC held 117 shares of Goosehead Insurance worth $5.67K as of Q2 2026.
  • Rothschild Investment LLC bought 32 Goosehead Insurance shares in Q2 2026, an estimated $1.32K.
  • Goosehead Insurance made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2205 holding.
  • Rothschild Investment LLC first reported a position in Goosehead Insurance in Q2 2024 and has held it in 9 quarters since.
  • 87 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.