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Trust Point Inc’s Goosehead Insurance GSHD Stock Holding History

Trust Point Inc’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
Q1 		– Sell
-3,988
Closed -$428K – 500
2024
Q4 		$428K Sell
3,988
-3,520
-47% -$384K 0.03% 328
2024
Q3 		$670K Buy
7,508
+609
+9% +$48.2K 0.05% 228
2024
Q2 		$396K Sell
6,899
-847
-11% -$50.8K 0.03% 313
2024
Q1 		$516K Buy
7,746
+2,956
+62% +$226K 0.04% 278
2023
Q4 		$363K Buy
+4,790
New +$346K 0.03% 349

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Trust Point Inc's GSHD Position: Q1 2025 in Review

Trust Point Inc sold out of Goosehead Insurance (GSHD) in Q1 2025, closing a stake of 3,988 shares — an estimated $428K sold.

Trust Point Inc first reported a position in GSHD in Q4 2023 and held it in 5 quarters. The position peaked at $670K in Q3 2024. 286 funds tracked by Wall St. Rank hold GSHD as of Q1 2025.

  • Trust Point Inc reported no remaining Goosehead Insurance position as of Q1 2025 after selling out during the quarter.
  • Trust Point Inc sold 3,988 Goosehead Insurance shares in Q1 2025, an estimated $428K.
  • Trust Point Inc first reported a position in Goosehead Insurance in Q4 2023 and held it in 5 quarters.
  • Trust Point Inc's Goosehead Insurance position peaked at $670K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2025.

Based on Trust Point Inc's 13F filing for Q1 2025, filed 17 Apr 2025.