Salomon & Ludwin
GSHD icon

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
Q3 		$8.48K Buy
187
+25
+15% +$1.49K ﹤0.01% 1365
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 $6.79T AUM 37.06% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Langdon Equity Partners
Langdon Equity Partners Toronto $146M AUM 11.99% 1-Year Est. Return

Salomon & Ludwin's GSHD Position: Q3 2026 in Review

Salomon & Ludwin increased its Goosehead Insurance (GSHD) stake by 15% in Q3 2026, buying an estimated $1.49K and bringing the position to 187 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Salomon & Ludwin first reported a position in GSHD in Q3 2025 and has held it in 5 quarters since. The position peaked at $13.5K in Q3 2025. 189 funds tracked by Wall St. Rank hold GSHD as of Q3 2026.

  • Salomon & Ludwin held 187 shares of Goosehead Insurance worth $8.48K as of Q3 2026.
  • Salomon & Ludwin bought 25 Goosehead Insurance shares in Q3 2026, an estimated $1.49K.
  • Goosehead Insurance made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1365 holding.
  • Salomon & Ludwin first reported a position in Goosehead Insurance in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's Goosehead Insurance position peaked at $13.5K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.