Stifel Financial
GSHD icon

Stifel Financial’s Goosehead Insurance GSHD Stock Holding History

Stifel Financial’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 		$2.3M Buy
53,811
+15,624
+41% +$874K ﹤0.01% 1864
2025
Q4 		$2.81M Buy
38,187
+495
+1% +$35.3K ﹤0.01% 1699
2025
Q3 		$2.81M Sell
37,692
-4,010
-10% -$353K ﹤0.01% 1666
2025
Q2 		$4.4M Sell
41,702
-4,190
-9% -$444K ﹤0.01% 1321
2025
Q1 		$5.42M Sell
45,892
-7,601
-14% -$853K 0.01% 1147
2024
Q4 		$5.74M Sell
53,493
-872
-2% -$95.2K 0.01% 1135
2024
Q3 		$4.85M Sell
54,365
-4,184
-7% -$331K 0.01% 1228
2024
Q2 		$3.36M Buy
58,549
+9,092
+18% +$546K ﹤0.01% 1372
2024
Q1 		$3.29M Sell
49,457
-3,749
-7% -$286K ﹤0.01% 1386
2023
Q4 		$4.03M Buy
53,206
+23,290
+78% +$1.68M 0.01% 1226
2023
Q3 		$2.23M Buy
29,916
+4
+0% +$268 ﹤0.01% 1517
2023
Q2 		$1.88M Buy
29,912
+3,996
+15% +$230K ﹤0.01% 1666
2023
Q1 		$1.35M Buy
25,916
+4,612
+22% +$200K ﹤0.01% 1824
2022
Q4 		$732K Sell
21,304
-4,742
-18% -$178K ﹤0.01% 2239
2022
Q3 		$928K Buy
26,046
+15,851
+155% +$823K ﹤0.01% 2020
2022
Q2 		$466K Sell
10,195
-92
-0.9% -$5.02K ﹤0.01% 2503
2022
Q1 		$808K Sell
10,287
-10,532
-51% -$935K ﹤0.01% 2266
2021
Q4 		$2.71M Sell
20,819
-454
-2% -$65.1K ﹤0.01% 1410
2021
Q3 		$3.24M Sell
21,273
-305
-1% -$41.1K ﹤0.01% 1267
2021
Q2 		$2.75M Sell
21,578
-186
-0.9% -$18.9K ﹤0.01% 1394
2021
Q1 		$2.33M Buy
21,764
+2,448
+13% +$331K ﹤0.01% 1424
2020
Q4 		$2.41M Buy
19,316
+594
+3% +$67.9K ﹤0.01% 1278
2020
Q3 		$1.62M Buy
18,722
+115
+0.6% +$10.5K ﹤0.01% 1332
2020
Q2 		$1.4M Buy
18,607
+5,964
+47% +$346K ﹤0.01% 1350
2020
Q1 		$557K Buy
12,643
+467
+4% +$23.1K ﹤0.01% 1792
2019
Q4 		$521K Buy
+12,176
New +$539K ﹤0.01% 2227

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

Stifel Financial's GSHD Position: Q1 2026 in Review

Stifel Financial increased its Goosehead Insurance (GSHD) stake by 41% in Q1 2026, buying an estimated $874K and bringing the position to 53,811 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Stifel Financial first reported a position in GSHD in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.74M in Q4 2024. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • Stifel Financial held 53,811 shares of Goosehead Insurance worth $2.3M as of Q1 2026.
  • Stifel Financial bought 15,624 Goosehead Insurance shares in Q1 2026, an estimated $874K.
  • Goosehead Insurance made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1864 holding.
  • Stifel Financial first reported a position in Goosehead Insurance in Q4 2019 and has held it in 26 quarters since.
  • Stifel Financial's Goosehead Insurance position peaked at $5.74M in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.