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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
Q2 		$8.2K Buy
162
+108
+200% +$4.46K ﹤0.01% 1669
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 $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 $3.37T AUM 44.26% 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

Salomon & Ludwin's GSHD Position: Q2 2026 in Review

Salomon & Ludwin increased its Goosehead Insurance (GSHD) stake by 200% in Q2 2026, buying an estimated $4.46K and bringing the position to 162 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Salomon & Ludwin first reported a position in GSHD in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.5K in Q3 2025. 230 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Salomon & Ludwin held 162 shares of Goosehead Insurance worth $8.2K as of Q2 2026.
  • Salomon & Ludwin bought 108 Goosehead Insurance shares in Q2 2026, an estimated $4.46K.
  • Goosehead Insurance made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1669 holding.
  • Salomon & Ludwin first reported a position in Goosehead Insurance in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Goosehead Insurance position peaked at $13.5K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.