SageView Advisory Group’s Goosehead Insurance GSHD Stock Holding History

SageView Advisory Group’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 Q4	$5.89K	Buy	+80	New	+$5.7K	﹤0.01%	1912

Other funds holding GSHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

SageView Advisory Group's GSHD Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Goosehead Insurance (GSHD) in Q4 2025: 80 shares worth $5.89K. The stake represents ﹤0.01% of the portfolio and ranks #1912 among its holdings.

265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

SageView Advisory Group held 80 shares of Goosehead Insurance worth $5.89K as of Q4 2025.
Goosehead Insurance was a new SageView Advisory Group position in Q4 2025.
Goosehead Insurance made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1912 holding.
265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.