UMB Bank
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
Q3 		$22.5K Buy
496
+31
+7% +$1.85K ﹤0.01% 1605
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% +$2.8K ﹤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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Langdon Equity Partners
Langdon Equity Partners Toronto $146M AUM 11.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

UMB Bank's GSHD Position: Q3 2026 in Review

UMB Bank increased its Goosehead Insurance (GSHD) stake by 6.7% in Q3 2026, buying an estimated $1.85K and bringing the position to 496 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

UMB Bank first reported a position in GSHD in Q1 2022 and has held it in 12 quarters since. The position peaked at $22.6K in Q2 2026. 136 funds tracked by Wall St. Rank hold GSHD as of Q3 2026.

  • UMB Bank held 496 shares of Goosehead Insurance worth $22.5K as of Q3 2026.
  • UMB Bank bought 31 Goosehead Insurance shares in Q3 2026, an estimated $1.85K.
  • Goosehead Insurance made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #1605 holding.
  • UMB Bank first reported a position in Goosehead Insurance in Q1 2022 and has held it in 12 quarters since.
  • UMB Bank's Goosehead Insurance position peaked at $22.6K in Q2 2026.
  • 136 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.