UB
GSHD icon

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
Q2 		$22.6K Buy
465
+212
+84% +$8.74K ﹤0.01% 1630
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 $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
LEP
Langdon Equity Partners Toronto $179M AUM

UMB Bank's GSHD Position: Q2 2026 in Review

UMB Bank increased its Goosehead Insurance (GSHD) stake by 84% in Q2 2026, buying an estimated $8.74K and bringing the position to 465 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

UMB Bank first reported a position in GSHD in Q1 2022 and has held it in 11 quarters since. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • UMB Bank held 465 shares of Goosehead Insurance worth $22.6K as of Q2 2026.
  • UMB Bank bought 212 Goosehead Insurance shares in Q2 2026, an estimated $8.74K.
  • Goosehead Insurance made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1630 holding.
  • UMB Bank first reported a position in Goosehead Insurance in Q1 2022 and has held it in 11 quarters since.
  • 231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.