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Weiss Asset Management’s Goosehead Insurance GSHD Stock Holding History

Weiss Asset 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
2024
Q4 		– Sell
-2,737
Closed -$244K – 722
2024
Q3 		$244K Buy
+2,737
New +$217K 0.01% 544
2022
Q4 		– Sell
-17,272
Closed -$616K – 593
2022
Q3 		$616K Buy
+17,272
New +$897K 0.02% 508

Other funds holding GSHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Weiss Asset Management's GSHD Position: Q4 2024 in Review

Weiss Asset Management sold out of Goosehead Insurance (GSHD) in Q4 2024, closing a stake of 2,737 shares — an estimated $244K sold.

Weiss Asset Management first reported a position in GSHD in Q3 2022 and held it in 2 quarters. The position peaked at $616K in Q3 2022. 266 funds tracked by Wall St. Rank hold GSHD as of Q4 2024.

  • Weiss Asset Management reported no remaining Goosehead Insurance position as of Q4 2024 after selling out during the quarter.
  • Weiss Asset Management sold 2,737 Goosehead Insurance shares in Q4 2024, an estimated $244K.
  • Weiss Asset Management first reported a position in Goosehead Insurance in Q3 2022 and held it in 2 quarters.
  • Weiss Asset Management's Goosehead Insurance position peaked at $616K in Q3 2022.
  • 266 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2024.

Based on Weiss Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.