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SVB Wealth’s Goosehead Insurance GSHD Stock Holding History

SVB Wealth’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
Q2 		– Sell
-526
Closed -$62.1K – 980
2025
Q1 		$62.1K Buy
+526
New +$59K ﹤0.01% 485

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
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
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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

SVB Wealth's GSHD Position: Q2 2025 in Review

SVB Wealth sold out of Goosehead Insurance (GSHD) in Q2 2025, closing a stake of 526 shares — an estimated $62.1K sold.

SVB Wealth first reported a position in GSHD in Q1 2025 and held it in 1 quarter. The position peaked at $62.1K in Q1 2025. 276 funds tracked by Wall St. Rank hold GSHD as of Q2 2025.

  • SVB Wealth reported no remaining Goosehead Insurance position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 526 Goosehead Insurance shares in Q2 2025, an estimated $62.1K.
  • SVB Wealth first reported a position in Goosehead Insurance in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Goosehead Insurance position peaked at $62.1K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.