SignatureFD
GSHD icon

SignatureFD’s Goosehead Insurance GSHD Stock Holding History

SignatureFD’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 		$10.1K Buy
223
+70
+46% +$4.18K ﹤0.01% 2722
2026
Q2 		$7.42K Buy
153
+77
+101% +$3.18K ﹤0.01% 2750
2026
Q1 		$3.24K Sell
76
-25
-25% -$1.4K ﹤0.01% 2920
2025
Q4 		$7.44K Buy
101
+11
+12% +$784 ﹤0.01% 2557
2025
Q3 		$6.7K Hold
90
– – ﹤0.01% 2548
2025
Q2 		$9.5K Sell
90
-12
-12% -$1.27K ﹤0.01% 2369
2025
Q1 		$12K Buy
102
+12
+13% +$1.35K ﹤0.01% 2284
2024
Q4 		$9.6K Sell
90
-1,400
-94% -$153K ﹤0.01% 2380
2024
Q3 		$133K Sell
1,490
-6
-0.4% -$475 ﹤0.01% 1066
2024
Q2 		$85.9K Buy
1,496
+53
+4% +$3.18K ﹤0.01% 1244
2024
Q1 		$96.1K Buy
1,443
+304
+27% +$23.2K ﹤0.01% 1212
2023
Q4 		$86.3K Buy
1,139
+23
+2% +$1.66K ﹤0.01% 1183
2023
Q3 		$83.2K Buy
1,116
+250
+29% +$16.8K ﹤0.01% 1158
2023
Q2 		$54.5K Buy
866
+435
+101% +$25K ﹤0.01% 1377
2023
Q1 		$22.5K Buy
431
+413
+2,294% +$17.9K ﹤0.01% 1806
2022
Q4 		$618 Sell
18
-99
-85% -$3.71K ﹤0.01% 3070
2022
Q3 		$4K Buy
+117
New +$6.08K ﹤0.01% 2521

Other funds holding GSHD

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SignatureFD's GSHD Position: Q3 2026 in Review

SignatureFD increased its Goosehead Insurance (GSHD) stake by 46% in Q3 2026, buying an estimated $4.18K and bringing the position to 223 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

SignatureFD first reported a position in GSHD in Q3 2022 and has held it in 17 quarters since. The position peaked at $133K in Q3 2024. 94 funds tracked by Wall St. Rank hold GSHD as of Q3 2026.

  • SignatureFD held 223 shares of Goosehead Insurance worth $10.1K as of Q3 2026.
  • SignatureFD bought 70 Goosehead Insurance shares in Q3 2026, an estimated $4.18K.
  • Goosehead Insurance made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2722 holding.
  • SignatureFD first reported a position in Goosehead Insurance in Q3 2022 and has held it in 17 quarters since.
  • SignatureFD's Goosehead Insurance position peaked at $133K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.