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
Q2 		$5.78M Sell
119,264
-44,188
-27% -$1.82M 0.01% 1420
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 $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

SEI Investments's GSHD Position: Q2 2026 in Review

SEI Investments reduced its Goosehead Insurance (GSHD) stake by 27% in Q2 2026, selling an estimated $1.82M and leaving 119,264 shares worth $5.78M. The position accounts for 0.01% of the portfolio, ranked #1420.

SEI Investments first reported a position in GSHD in Q2 2019 and has held it in 29 quarters since. The position peaked at $19.4M in Q1 2025. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • SEI Investments held 119,264 shares of Goosehead Insurance worth $5.78M as of Q2 2026.
  • SEI Investments sold 44,188 Goosehead Insurance shares in Q2 2026, an estimated $1.82M.
  • Goosehead Insurance made up 0.01% of SEI Investments's portfolio in Q2 2026, its #1420 holding.
  • SEI Investments first reported a position in Goosehead Insurance in Q2 2019 and has held it in 29 quarters since.
  • SEI Investments's Goosehead Insurance position peaked at $19.4M in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.