VWM
GSHD icon

Venturi Wealth Management’s Goosehead Insurance GSHD Stock Holding History

Venturi Wealth Management’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
-45
Closed -$4.83K – 1103
2024
Q4 		$4.83K Hold
45
– – ﹤0.01% 1682
2024
Q3 		$4.02K Hold
45
– – ﹤0.01% 1543
2024
Q2 		$2.58K Buy
45
+13
+41% +$780 ﹤0.01% 1333
2024
Q1 		$2.13K Hold
32
– – ﹤0.01% 1243
2023
Q4 		$2.43K Hold
32
– – ﹤0.01% 1172
2023
Q3 		$2.38K Hold
32
– – ﹤0.01% 1131
2023
Q2 		$2.01K Hold
32
– – ﹤0.01% 921
2023
Q1 		$1.67K Buy
+32
New +$1.39K ﹤0.01% 1043

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
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 $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Venturi Wealth Management's GSHD Position: Q1 2025 in Review

Venturi Wealth Management sold out of Goosehead Insurance (GSHD) in Q1 2025, closing a stake of 45 shares — an estimated $4.83K sold.

Venturi Wealth Management first reported a position in GSHD in Q1 2023 and held it in 8 quarters. The position peaked at $4.83K in Q4 2024. 286 funds tracked by Wall St. Rank hold GSHD as of Q1 2025.

  • Venturi Wealth Management reported no remaining Goosehead Insurance position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 45 Goosehead Insurance shares in Q1 2025, an estimated $4.83K.
  • Venturi Wealth Management first reported a position in Goosehead Insurance in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Goosehead Insurance position peaked at $4.83K in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Goosehead Insurance as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.