SEI Investments
GSHD icon

SEI Investments’s Goosehead Insurance GSHD Stock Holding History

SEI Investments’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 		$6.97M Buy
163,452
+14,051
+9% +$786K 0.01% 1326
2025
Q4 		$11M Sell
149,401
-20,848
-12% -$1.49M 0.01% 1021
2025
Q3 		$12.7M Sell
170,249
-1,026
-0.6% -$90.4K 0.01% 914
2025
Q2 		$18.1M Buy
171,275
+7,010
+4% +$743K 0.02% 745
2025
Q1 		$19.4M Sell
164,265
-12,339
-7% -$1.38M 0.03% 691
2024
Q4 		$18.9M Sell
176,604
-1,932
-1% -$211K 0.02% 706
2024
Q3 		$15.9M Buy
178,536
+14,462
+9% +$1.14M 0.02% 785
2024
Q2 		$9.42M Buy
164,074
+40,107
+32% +$2.41M 0.01% 951
2024
Q1 		$8.26M Buy
123,967
+17,443
+16% +$1.33M 0.01% 986
2023
Q4 		$8.07M Sell
106,524
-61,541
-37% -$4.45M 0.01% 973
2023
Q3 		$12.5M Sell
168,065
-15,534
-8% -$1.04M 0.02% 733
2023
Q2 		$11.5M Sell
183,599
-39,328
-18% -$2.26M 0.02% 794
2023
Q1 		$11.6M Buy
222,927
+108,467
+95% +$4.71M 0.02% 764
2022
Q4 		$3.93M Sell
114,460
-128,183
-53% -$4.8M 0.01% 1160
2022
Q3 		$8.65M Buy
242,643
+18,662
+8% +$969K 0.02% 827
2022
Q2 		$10.2M Buy
223,981
+165,074
+280% +$9.01M 0.02% 765
2022
Q1 		$4.63M Buy
58,907
+6,392
+12% +$567K 0.01% 1139
2021
Q4 		$6.83M Buy
52,515
+30,742
+141% +$4.41M 0.01% 974
2021
Q3 		$3.32M Sell
21,773
-3,076
-12% -$415K 0.01% 1288
2021
Q2 		$3.16M Buy
24,849
+3,593
+17% +$366K 0.01% 1296
2021
Q1 		$2.28M Buy
21,256
+1,526
+8% +$207K 0.01% 1393
2020
Q4 		$2.46M Sell
19,730
-2,929
-13% -$335K 0.01% 1290
2020
Q3 		$1.96M Sell
22,659
-2,775
-11% -$253K 0.01% 1289
2020
Q2 		$1.91M Buy
25,434
+5,555
+28% +$322K 0.01% 1285
2020
Q1 		$887K Buy
19,879
+541
+3% +$26.8K ﹤0.01% 1508
2019
Q4 		$820K Buy
19,338
+166
+0.9% +$7.35K ﹤0.01% 1718
2019
Q3 		$946K Buy
19,172
+130
+0.7% +$5.97K ﹤0.01% 1625
2019
Q2 		$910K Buy
+19,042
New +$663K ﹤0.01% 1632

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

SEI Investments's GSHD Position: Q1 2026 in Review

SEI Investments increased its Goosehead Insurance (GSHD) stake by 9.4% in Q1 2026, buying an estimated $786K and bringing the position to 163,452 shares worth $6.97M. The position accounts for 0.01% of the portfolio, ranked #1326.

SEI Investments first reported a position in GSHD in Q2 2019 and has held it in 28 quarters since. The position peaked at $19.4M in Q1 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • SEI Investments held 163,452 shares of Goosehead Insurance worth $6.97M as of Q1 2026.
  • SEI Investments bought 14,051 Goosehead Insurance shares in Q1 2026, an estimated $786K.
  • Goosehead Insurance made up 0.01% of SEI Investments's portfolio in Q1 2026, its #1326 holding.
  • SEI Investments first reported a position in Goosehead Insurance in Q2 2019 and has held it in 28 quarters since.
  • SEI Investments's Goosehead Insurance position peaked at $19.4M in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.