UB
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UMB Bank’s Goosehead Insurance GSHD Stock Holding History

UMB Bank’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 		$10.8K Buy
253
+92
+57% +$5.14K ﹤0.01% 1823
2025
Q4 		$11.9K Buy
161
+46
+40% +$3.28K ﹤0.01% 1754
2025
Q3 		$8.56K Buy
115
+20
+21% +$1.76K ﹤0.01% 1738
2025
Q2 		$10K Buy
95
+8
+9% +$848 ﹤0.01% 1606
2025
Q1 		$10.3K Buy
87
+25
+40% +$2.81K ﹤0.01% 1540
2024
Q4 		$6.65K Hold
62
– – ﹤0.01% 1609
2024
Q3 		$5.54K Buy
62
+30
+94% +$2.37K ﹤0.01% 1695
2024
Q2 		$1.84K Buy
32
+22
+220% +$1.32K ﹤0.01% 1810
2024
Q1 		$666 Buy
+10
New +$764 ﹤0.01% 1908
2022
Q2 		– Sell
-27
Closed -$2K – 1947
2022
Q1 		$2K Buy
+27
New +$2.4K ﹤0.01% 1824

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

UMB Bank's GSHD Position: Q1 2026 in Review

UMB Bank increased its Goosehead Insurance (GSHD) stake by 57% in Q1 2026, buying an estimated $5.14K and bringing the position to 253 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

UMB Bank first reported a position in GSHD in Q1 2022 and has held it in 10 quarters since. The position peaked at $11.9K in Q4 2025. 218 funds tracked by Wall St. Rank hold GSHD as of Q1 2026.

  • UMB Bank held 253 shares of Goosehead Insurance worth $10.8K as of Q1 2026.
  • UMB Bank bought 92 Goosehead Insurance shares in Q1 2026, an estimated $5.14K.
  • Goosehead Insurance made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1823 holding.
  • UMB Bank first reported a position in Goosehead Insurance in Q1 2022 and has held it in 10 quarters since.
  • UMB Bank's Goosehead Insurance position peaked at $11.9K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.