SS
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SBI Securities’s Goosehead Insurance GSHD Stock Holding History

SBI Securities’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 		$2.09K Sell
49
-1
-2% -$56 ﹤0.01% 2410
2025
Q4 		$3.68K Buy
50
+4
+9% +$285 ﹤0.01% 2148
2025
Q3 		$3.42K Buy
46
+22
+92% +$1.94K ﹤0.01% 2211
2025
Q2 		$2.53K Hold
24
– – ﹤0.01% 2288
2025
Q1 		$2.83K Buy
24
+7
+41% +$785 ﹤0.01% 2145
2024
Q4 		$1.82K Buy
+17
New +$1.86K ﹤0.01% 2348

Other funds holding GSHD

BlackRock
BlackRock New York $5.7T 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