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Salomon & Ludwin’s Goosehead Insurance GSHD Stock Holding History

Salomon & Ludwin’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 		$2.29K Sell
54
-31
-36% -$1.73K ﹤0.01% 1917
2025
Q4 		$6.17K Sell
85
-102
-55% -$7.27K ﹤0.01% 1700
2025
Q3 		$13.5K Buy
+187
New +$16.5K ﹤0.01% 1087

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

Salomon & Ludwin's GSHD Position: Q1 2026 in Review

Salomon & Ludwin reduced its Goosehead Insurance (GSHD) stake by 36% in Q1 2026, selling an estimated $1.73K and leaving 54 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Salomon & Ludwin first reported a position in GSHD in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.5K in Q3 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Salomon & Ludwin held 54 shares of Goosehead Insurance worth $2.29K as of Q1 2026.
  • Salomon & Ludwin sold 31 Goosehead Insurance shares in Q1 2026, an estimated $1.73K.
  • Goosehead Insurance made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1917 holding.
  • Salomon & Ludwin first reported a position in Goosehead Insurance in Q3 2025 and has held it in 3 quarters since.
  • Salomon & Ludwin's Goosehead Insurance position peaked at $13.5K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.