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Sovereign's Capital Management’s Goosehead Insurance GSHD Stock Holding History

Sovereign's Capital Management’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
2025
Q4 		– Sell
-30,269
Closed -$2.25M – 79
2025
Q3 		$2.25M Sell
30,269
-7
-0% -$617 1.22% 33
2025
Q2 		$3.19M Buy
30,276
+2,816
+10% +$298K 1.71% 24
2025
Q1 		$3.24M Sell
27,460
-774
-3% -$86.8K 1.93% 22
2024
Q4 		$3.03M Buy
+28,234
New +$3.08M 1.93% 22

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Sovereign's Capital Management's GSHD Position: Q4 2025 in Review

Sovereign's Capital Management sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 30,269 shares — an estimated $2.25M sold.

Sovereign's Capital Management first reported a position in GSHD in Q4 2024 and held it in 4 quarters. The position peaked at $3.24M in Q1 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

  • Sovereign's Capital Management reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
  • Sovereign's Capital Management sold 30,269 Goosehead Insurance shares in Q4 2025, an estimated $2.25M.
  • Sovereign's Capital Management first reported a position in Goosehead Insurance in Q4 2024 and held it in 4 quarters.
  • Sovereign's Capital Management's Goosehead Insurance position peaked at $3.24M in Q1 2025.
  • 265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

Based on Sovereign's Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.